Northwestern Mutual

Sara Samuels, J.D.

Learn how the skills Sara developed as an attorney, such as planning, a strong work ethic and thinking on your feet, directly contribute to her success as a financial representative.

Sara Samuels

Before making the career move to financial services, Sara Samuels completed her law degree and spent four and a half years as an insurance litigator. She was introduced to Northwestern Mutual by her own financial representative and was invited to consider the career opportunity.

In Her Own Words

Making a Difference

Working as an attorney gave me experience in planning and helped me build a work ethic, interpersonal skills, and an ability to think on my feet. The credential and licensing process was very manageable after passing the bar exam, and having a JD degree gives me instant credibility with my clients.

Making the Career Change

I come from an entrepreneurial family, so I understand what is involved with having your own practice. I took a leap of faith and chose to become a financial representative over another litigator position because of the long-term opportunity, flexibility, income potential, and the ability to choose my own clients. I like the idea of being able to work on my own with the backing of a large company – it’s like working for the top law firm in Chicago.

Career Rewards

I really appreciate being able to work with clients and build relationships while helping them get from where they are to where they want to be. It is meaningful helping them work toward financial independence. And an added benefit is the camaraderie, mentorship, and open-door policy within our network office.

Career Advice

If I met an attorney who was thinking about another career, I’d encourage that person to stop seeing him- or herself as an attorney and consider becoming a financial representative. It’s more rewarding than the legal profession and still uses our skills in a productive way. The biggest hurdle as a lawyer is the perception that this person must be practicing law since he or she went to law school.

Making a Difference

It’s gratifying to see clients achieve short- and medium-term goals, like buying a house. I’ve had two clients file disability claims, and it feels good to know that I’ve helped them protect their future goals by insuring their income. I’ve also helped some clients find a new career path and had others tell me that they would not have been able to reach their goals without my help in planning.

Learn More About Sara Samuels

To learn more about Sara Samuels, visit her website.