Robert Ross

Robert Ross

Director of New Financial Representative Development
Office 212-819-1800


Rebecca Friedberg

Rebecca Friedberg

Technology Coach

My Networks: LinkedIn Twitter

Building a successful practice as a Northwestern Mutual financial representative requires motivation to succeed, hard work, and confidence in your abilities and knowledge of our products and services. You will gain this confidence through proper training and development; both top priorities within our group. Our strategic development plan incorporates best practices that will guide you through each stage of your career – from establishing your initial business plan, to managing a growing practice, to succession planning. We are with you every step of the way.

You will receive fundamental industry and sales training, access to online educational resources, and will be able to take part in mentoring and joint work programs to gain hands-on experience.
Fastrack Training System – The Fastrack Training System gives new representatives the confidence and skills needed to become successful members of Northwestern Mutual. There are three components to the system: Basics, Sales School, and Comprehensive Ongoing Representative Education (CORE).
  • Fastrack Basics provides you with background and knowledge to maximize your Fastrack Sales School experience and get you off to a fast start in the business. You will finalize your own personalized marketing plan and become familiar with field-tested sales language for use with prospects and clients. You will learn about insurance, finance, and sales cycle concepts; how to manage your activity; and Northwestern Mutual’s products and traditions.

Your training will have a strong emphasis on the risk management stage of your clients’ lives – success in your career rests on your ability to help your clients meet these basic financial protection needs. Wealth accumulation, preservation, and distribution build on this foundation to help you grow your business and offers opportunities to work with network advisors and specialists.

  • Fastrack Sales School will help you build a foundation of knowledge in Northwestern Mutual’s sales techniques, with an emphasis on the art of obtaining favorable introductions and comprehensive factfinding. At the end of training you will understand how to:
    • Prepare for prospecting, handle objections and effectively build relationships
    • Ask probing and challenging questions to uncover a prospective client’s needs
    • Identify and understand a prospect’s needs to help create unique solutions
    • Convey your conviction for our business and our needs-analysis process
  • Fastrack CORE is a three-part follow-up training curriculum that includes three training programs: Fastrack CORE, COREplus, and VIP CORE. These programs are designed to successfully impact new representatives’ businesses and inspire them to be career representatives with Northwestern Mutual. CORE and COREplus include non-variable topics ranging from product training and skill building to business management. VIP CORE reinforces the knowledge and sales skills needed to get properly licensed registered representatives off to a fast start in offering variable and investment products to their prospects and clients.
The Learning Network – Access to our online Learning Network provides quality, job-related training in a timely, consistent, and convenient manner. It encompasses many types of learning events, formats and
materials. It uses familiar, traditional formats such as schools and seminars, books, CDs and DVDs, as well as new methods of learning that utilize technology, including online courses and exams, webcasts, and virtual classes.
Coaching and Mentoring – A variety of coaching and mentoring programs are also offered, including:
  • Record Activity Compared to Expectation Program (RACE) – These daily meetings with a coach during your first two months keep you on track.
  • Weekly Activity Coaching – These weekly programs assist you in developing sound sales and business practices (after RACE).
  • Weekly and Monthly Client Builders – These weekly and monthly study groups fosters the growth and development of your business.
  • Internships – As full-time college students, interns generally work 15 to 20 hours per week developing business- and Client Building skills. In many respects, our interns follow the same process for establishing their careers as our full-time financial representatives.

Rebecca Friedberg is a part of the training and development team for the Park Avenue network office. Rebecca consults with financial professionals and their staff on how to leverage technology and practice management techniques to run their business more efficiently and effectively.  She coaches our representatives to high productivity by using our client building philosophy and practice management strategies. She is dedicated to training and developing financial representatives through Northwestern Mutual’s Technology Coach and RACE Coach programs.

 Caitlin Trentham

Caitlin Trentham

Director of Recruitment and Selection
Office 212-819-1800

Park Avenue Office - 646-366-6660

 Eddy Ricci Jr.

Eddy Ricci Jr., CFP®, ChFC®

Chief Development Officer
Office 212-819-1800 ext 2042

 Lindsay M Hillas

Lindsay M Hillas, CLF®

Director of Internship Development
Office 212-819-1800

Park Avenue Office - x1068


James Conroy

Office 212-819-1800

Park Avenue - 646-366-6756

 JoAnn Brand

JoAnn Brand

Office 516-454-5259

My Networks: LinkedIn Twitter

Farmingdale District Office


Lauren Gurka

Office 212-819-1800

Paramus District Office

 Clifford C Bray

Clifford C Bray
Office 203-945-5879

Norwalk District Office

 Kyle M Drobnis

Kyle M Drobnis, CFP®, CLTC

Office 201-639-0650

My Networks: LinkedIn

Paramus District Office

 Leon Baburov

Leon Baburov, CFP®, CLTC

Office 212-819-1800 ext 1081

My Networks: LinkedIn

Park Avenue Office

Career Changers

Changing careers doesn't have to be daunting. Coming from many different backgrounds and occupations, our financial representatives go on to develop successful business practices. With support from a quality organization, it can be an easy transition.

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Looking for a career that allows flexibility and exceptional income potential? Do you want top-notch training, mentorship and resources? Have you been searching for a company that demonstrates a commitment to diversity and giving back to the community?

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#1 in the Financial Services Industry

- Selling Power's "50 Best Companies to Sell for Now." October 2016

Top Ten Internship for 21 Straight Years

- Vault Guide to Internships, 2017 edition

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To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck