Northwestern Mutual

Scott Goldstein, CLU®, ChFC®, CFP®

Read how Scott transferred his television advertising sales skills into a career as a wealth management advisor. 

Scott Goldstein

Prior to becoming a part of Northwestern Mutual, Scott Goldstein was in television advertising sales.

Making the Career Change

I decided upon this career because I saw many men in their mid-40s who were very unhappy in their current careers. So I decided to take my television advertising sales skills and transfer them to where I would have more independence, flexibility, and an opportunity to be rewarded based upon my own talent and skills.

The Career

The greatest reward of being a financial representative is the independence and freedom of running a professional financial services practice. The freedom, the flexibility, the responsibility and accountability to myself are something I take very seriously.

Patience. You need patience in beginning your career, you need patience in growing your career, and you need patience in maturing your career. The trust that the action you are putting forward will yield results requires great patience.

Early in the career, maintaining a consistently high activity level is crucial. There are plenty of ups and downs in the first few years, and maintaining a high activity level is the only consistent means of building your career.

Along the way, I have learned that my greatest strengths are my intuition; my strategic planning ability; and the fact that most folks consider me a kind, sincere, committed man.

Making a Difference

In 2001, a husband and wife had just gotten married. They decided to apply for life insurance, but the medical exam disclosed a heart condition on the husband.

The couple did not want to accept the life insurance because the rating increased the premiums. I was able to place most of the life insurance suggested.

Six months later, my client died of a heart attack, and the proceeds made available for the surviving spouse helped ensure she could remain in her house and begin rebuilding a life that she’d thought she was just starting.

Career Advice

Hit the ground running. Gather the support of those close to you, and listen to your mentors and managers. There is a wealth of experience to be gained from listening to those who have more experience than you.

Northwestern Mutual’s ability to build long-term, enduring relationships is one of the things that makes us special. Our world-class insurance services and internationally recognized investment products help us meet the needs of our clients.

Learn More About Scott Goldstein

To learn more about Scott Goldstein, visit his website.