Northwestern Mutual - The Bostick Financial Group Company Website
Location(s):
Fort Worth,
TX
Phone:
(312) 888-8888
Industry:
Finance / Banking / Accounting
Size:
50-99
Take control of your careerSince 1857, Northwestern Mutual has been helping people protect against financial risk and achieve financial security. The Bostick Financial Group is proud to be part of that tradition.
David Grant Bostick, Managing Partner
The ambition of Managing Partner, David Bostick is to make a positive impact on all associates and their clientele by creating an environment of desire, confidence, consistency, and positive results. Education, motivation, and empowerment are the tools by which this office enables its associates to envision and fulfill a successful future to better serve its clients.
With 66 representatives, The Bostick Financial Group is a strong, growing business as evidenced by its most recent financial highlights.
The mission of David Bostick and The Bostick Financial Group is to provide its clients with expert guidance and innovative solutions that are right for each client. Whether focused on personal finances, business needs or both, they help clients understand their financial goals and ensure they are providing them with the right guidance and products to meet their needs.
Northwestern Mutual Financial Network brings together the skills of representatives, the expertise of advisors and the technical know-how of a number of financial specialists to provide solutions for clients' financial goals and help you gain access to the products and services of a wide variety of organizations—each of which has a comprehensive understanding of a specific aspect of financial services.
And through The Network and The Bostick Financial Group, here are just a few of the products and services available to your clients:
Our Expertise
Just as your clients trust and rely on you to provide needs analysis and innovative solutions, you can trust and rely on David Bostick, The Bostick Financial Group and the Network to provide sound products and services for your clients.
You might conclude that no one person can be an expert in all financial matters. We agree. That's why we provide you and your clients with access to a nationwide network of representatives, advisors and specialists who will work with you to provide a full range of services.
At The Bostick Financial Group, our expertise includes:
Estate Analysis
Long-Term Care
Employee and Executive Benefits
Investment Services
Business Needs Analysis
Personal Needs Analysis
Disability Income Insurance
Advanced Planning
Diversity
At The Bostick Financial Group, we are committed to reflecting our community and seek talented individuals who share our core values. As part of our overall growth strategy, we are committed to building and fostering a diverse organization of network representatives and specialists. We do so without regard to gender, race, color, national origin, ethnicity, religion, sexual orientation, disability or age.
We take pride in our unique strengths and the expertise we share with our clients. Our entire community can benefit from our expertise and can be rewarded with the advantages of the careers we offer. We will continue to be committed to reaching all segments of our community in which we live and conduct business.
Meet Managing Partner, David Grant Bostick
David Bostick never intended to pursue a career in the life insurance business, rather - as he puts it - Northwestern Mutual "chose him."
During his senior year at Indiana University, Bostick was recruited by Bob Roberts of the Kochagency in Indianapolis as a financial representative intern."I wasn't looking for a job in the life insurance business; I was planning to go into banking. But once I
interviewed with Bob, I was hooked. "Bob's enthusiasm for the business was incredible," recalled Bostick. "When he interviewed me, his enthusiasm spilled over, and I caught the fever."
It's this "fever" that has motivated Bostick to succeed in his 17-year career with Northwestern Mutual and reached an important milestone when he assumed the role of managing partner for the network office in Fort Worth, Texas.
David Bostick views his new role as an opportunity to give something back to the business. "My goal is to develop an environment to attract talented financial representatives who never want to leave the Northwestern Mutual Financial Network. We provide individuals with career opportunities - not just jobs."
Another goal of Bostick's: To make the Fort Worth network office the best possible financial services provider by developing enduring relationships and providing expert guidance. "We're here to serve the community. Our mission is to grow the Northwestern Mutual family both internally and externally."
Achieving lofty goals is something Bostick is passionate about. Under his leadership, the Northwestern Mutual Financial Network - Las Vegas grew into a corporate agency with $2.47 million in premium credit for the 2001-2002 awards year, 51 percent more than the previous awards year. Furthermore, in his 11 years as an active financial representative, he's sold more than 1,200 lives on $1.4 million in premium.
Bostick has also earned numerous awards throughout his career, including the New Agent Bronze, Silver and Gold Awards in 1986, 1987 and 1988; GA Growth Award in 1998-2001; and Pacemaker in 1987 and 1989-1995. In addition, he qualified for the 100 Lives Club in 1988-1992 and 1994; 75 Lives Club in 1987 and 1996; and MDRT in 1993-1996 (qualifying member) and 1992 (provisional member).
What advice does Bostick offer for new financial representatives? "Set daily business goals and follow through with them. If you look at the successful people in this business, they have a habit of doing the hard things that other people won't do."
David Bostick is looking forward to working toward his new business goal. "So far, I've enjoyed a wonderful career with Northwestern Mutual and now, I believe it's my calling to grow the Fort Worth network office."
An Opportunity to Succeed
Successful financial representatives with The Bostick Financial Group experience tremendous pride and satisfaction in building a practice from the ground up. Their success is not a factor of luck or chance; it's the result of a productive work ethic, strong relationship skills and a level of professionalism second to none. A mission of doing what's right for our clients is the thread that weaves together our organization.
The goal is not to simply sell products, but to discover clients' needs and help to meet them. That means taking the time to understand each person's financial situation, values and goals.
This career offers:
The ability to meet new people and positively impact families, businesses and communities as you help to achieve their goals and dreams
An entrepreneurial opportunity to own your own business
A high degree of support and training, plus ongoing curriculum for educational growth and personal development
The flexibility of a career that allows you to focus on things of importance to you
Earnings where you are directly rewarded for your efforts
A strong team culture and the opportunity to work with a variety of specialists and advisors
Exclusive access to a variety of world-class solutions and services, including life insurance from Northwestern Mutual
Leadership and development opportunities
Your Development
You'll have assistance in developing your business and marketing plans, extensive training and coaching from certified trainers.
New representatives receive initial industry and sales training as well as mentoring and joint work programs for hands-on experience. They have access to on-line education resources for polishing skills and keeping up to date on industry information as well as exposure to opportunities for ongoing career education and advanced professional designations to increase their knowledge and reputation.
Your Business
We know that building your own business is difficult without help. As a financial representative with The Bostick Financial Group, you will be in business for yourself, but not by yourself. The Bostick Financial Group will provide you with support in your training and development, so you don't have to do it alone.
We take pride in our unique strengths and the expertise we share with our clients. Our communities can benefit from our expertise and can be rewarded with the advantages of the careers offered through the Northwestern Mutual Financial Network.
If you're ready to be your own boss, set your own hours and make a positive impact on people's lives everyday, then turn your dreams into reality and find out what a career as a Northwestern Mutual Financial Network Representative with The Bostick Financial Group can do for you.
The Benefits of Your Success
Your career as a financial representative is what you make of it. You have the freedom to balance your hard work and determination with your personal goals. In the beginning of your career, it takes a tremendous amount of time, energy and commitment to earn the flexibility and financial rewards you will enjoy later on. You can achieve financial independence and have a positive impact on your clients, your family and your own community.
Income
A financial representative''s income potential is virtually unlimited. Earnings are directly related to sales results and client relationships. Financial representatives are compensated through commissions, renewals and bonuses.
Our top producer group, The Forum, had a median gross income of over $410,800 in 2004.
First-year, average gross income during 2002-2004 for financial representatives ranged from $38,900 to $83,900.
Benefit Package
Whether you are single or married with a family, Northwestern Mutual''s benefit package will address the various stages of a full-time financial representative''s life. These benefits include: Comprehensive Medical Coverage, Retirement, Flex Programs, Childcare/Eldercare, Maternity Leave, Group Life and Accidental Death Benefit, Disability Income Insurance. Your local network office can provide additional information.
Lifestyle
When you invest the time and hard work necessary to build a successful practice as a financial representative, you can enjoy the rare and envied reward of balancing work with your personal goals. You can arrange your schedule so you may have three or four appointments a day, and still have time to participate in your children''s school programs, community involvement or leisure-time activities.
Build a business that allows you to schedule meetings to accommodate your clients'' schedules and your own.
Impact
The goal of the Network is not to simply sell products, but to discover clients'' needs and provide solutions to meet them. That means taking the time to understand each person''s financial situation, values and goals. Every solution you implement may help secure the financial future of your clients, their families, their businesses and your community.
You can experience the rewards of a career in which you can have a daily, positive impact on people''s lives, including your own.
Meet some of the members of our Team
Successful financial representatives with The Bostick Financial Group experience tremendous pride and satisfaction in building a practice from the ground up. Their success is not a factor of luck or chance; it's the result of a productive work ethic, strong relationship skills and a level of professionalism second to none.
A mission of doing what's right for our clients is the thread that weaves together our organization.
Career Opportunities
Through The Bostick Financial Group, our financial representatives have advancement opportunities into management and specialist opportunities. Learn more about some of our team members:
Daniel W. Petter, Managing Director Daniel Petter is the Managing Director of a local network office. In addition to maintaining a strong personal practice, he plays a key role in the career development of other Financial Representatives.
Arleen Llewellyn, Field Director
As the Field Director, Arleen Llewellyn assists in the recruitment and selection process of candidates in order to build a cohesive unit of productive full-time Financial Representatives.
Bill Dean Hester, Employee Benefit Specialist
As the Employee Benefit Specialist, Bill Hester prepares a comprehensive analysis of a client´s employee benefits program, and then offers solutions to meet the unique needs of that company.
Brian Lee, Investment Specialist
As the Investment Specialist, Brian Lee provides expertise in helping individual and business clients with their wealth accumulation and wealth preservation needs.
Jeff Schaffer, Long-Term Care Specialist
As the Long Term Care Specialist, Jeff Schaffer helps individual and corporate clients understand their long-term care insurance needs.
Career Insight Casey Wright has been a Financial Representative with Northwestern Mutual Financial Network since 2000. Read what he has to say about his career as a financial representative.
I was a student at Baylor University and received my degree in Finance and Marketing. I decided on this career because I could impact the lives of other people and their families through insurance and investment analysis.
The greatest reward of being a Financial Representative is the daily interaction with people to talk about their family, dreams, and goals that they want to see happen, and helping them make them happen.
The greatest challenge of being a Financial Representative is time management and organization. Without these two you are not able to run a successful business.
In the first few years, the biggest challenges were forming the habits I needed to be successful, developing systems, and learning about all of the different products and services that we were able to provide to our clients.
Learning Along the Way
I have learned that I am a patient and persistent person. I also care deeply about the success of families throughout our community. I want to see them achieve the goals and dreams that they want for their family.
This year I had a disability claim on one of my clients and they really were grateful when they received a check that allowed their business to continue and their personal situation not to change.
Career Advice
It is a very difficult career, but it has many rewards that are worth fighting for. I have developed so many friendships through the business with colleagues and clients that will last a lifetime.
When someone tells me how much they appreciate my help in taking the time to work with them – that is why I get up every day and do what I do. Making a difference in people’s lives is what it is all about.
As long as you look at every situation and ask yourself, would I do this for myself, and the answer is yes, then you are doing the right thing. In this career you have a personal responsibility to your clients to act with integrity and honesty. I have been at Northwestern Mutual for over five years and I look forward to reaching the 10 year mark and beyond.
I think the training, processes, mutuality, integrity, honesty, and family-oriented culture surrounding the Northwestern Mutual all distinguish our company above the rest.
Internships
Whether you know where your college education is taking you or you're still keeping your options open, you owe it to yourself to see if Northwestern Mutual Financial Network''s Internship program with The Bostick Financial Group is right for you.
As you learn by doing, you''ll find that the Northwestern Mutual Financial Network Internship Program is an intense and according to our alumni -- unparalleled learning experience. Expect the process to be rewarding, educational and an opportunity for you to narrow your career search.
Our internships provide a great chance for students to combine what they''ve learned in the classroom with a real-life look into what they could truly make of themselves. You''ll have the chance to work in a real-world business environment and earn performance-based compensation.
The ambition of the Northwestern Mutual Financial Network Internship program has been less to sell our financial products than to develop people. As a Financial Representative College Intern, you will enjoy the benefit of working with The Bostick Financial Group where you''ll receive outstanding guidance, superior support and quality expertise.
As full-time college students, interns generally work 15 to 20 hours per week developing business- and client-building skills. In most ways, our interns follow the same process for establishing their careers as our Financial Representatives.
Our internship offers you invaluable business experience that you will take with you far into your career. But that''s just the start of the impact this can have on your future and your present.
Consider these benefits:
Practical guidance in your career selection process
The chance to develop your networking and business relationship skills
Flexible work schedule
Securities license, state licenses for life, health and accident insurance opportunities and a head start program for a career as a full-time Financial Representative
Compensation in the same manner as a full-time Financial Representative.
Actual business experience for your resume.
Test drive the Financial Representative career.
Regardless of what you do after graduation, you''ll have a foundation of skills and knowledge to build your career upon. One out of three former interns becomes a full-time Financial Representative upon graduation. These graduates have built a solid foundation for immediate and future career success.
The two-thirds who choose other career paths benefit as well. They launch their career with stronger business-building skills and a clearer sense of where they want their career to take them.
After completing the internship, the knowledge you have gained, coupled with the opportunity to work for The Bostick Financial Group as a full-time Financial Representative, can lead you to a profitable and fulfilling future.
The Northwestern Mutual Advantage
Northwestern Mutual exists to help policyowners and clients protect against financial risk and achieve financial security. The company, with its subsidiaries and affiliates, offers insurance products, investment products and advisory services that address client needs for financial security and protection, capital accumulation, asset distribution and estate preservation.
With more than 350 offices across the United States, 3 million policyowners and clients, $18 billion in annual revenues and $133 billion in assets, you can count on Northwestern Mutual to help you build strong financial futures for your clients.
The company's tradition of "doing the right thing" has been honored and nurtured by successive generations within Northwestern Mutual and recognized in the industry and media.
World's Most Admired--Northwestern Mutual is the "World's Most Admired" company in its industry, according to FORTUNE magazine's annual survey of industry executives and analysts. For Northwestern Mutual, it is the seventh year as the top life/health insurance company in the magazine's global survey.
First in Customer Satisfaction-- For the third year in a row, Northwestern Mutual has earned the highest customer satisfaction score among U.S. life insurers, according to the American Customer Satisfaction Index's (ACSI) survey. Northwestern Mutual's industry leading score can be found in the ACSI's fourth quarter of 2005 consumer study, focusing on retail trade, e-commerce, banks and insurance.
America's Most Admired--According to the March 7, 2006, FORTUNE magazine survey, Northwestern Mutual has been named "America's Most Admired" life insurance company for 23 years.
One of America's Top Ten Internships for 2006--"Northwestern Mutual Financial Network has made our Top 10 list for ten consecutive years, proving its internship program to be consistently among the best." Internship Informants™, Vault, inc., 20006.
Selling Power's 50 Best Companies to Sell For--Northwestern Mutual was ranked as the 2nd best and 4th largest service company (November/December 2005).
Financial Ratings--The Northwestern Mutual Life Insurance Company (Northwestern Mutual), the nation's largest direct provider of individual life insurance, according to statistics compiled from A. M. Best data, has always received the best possible insurance financial strength ratings from the four major rating services: Standard & Poor's (AAA), Fitch Ratings (AAA), A. M. Best (A++) and Moody's (Aaa).
Top 100 Employers--Ranked 22nd in The Black Collegian's "Top 100 Employer and The Majors in Demand" for the Class of 2005.
Largest Direct Provider of Life Insurance--According to statistics compiled from A. M. Best data, Northwestern Mutual is the largest direct provider of life insurance.
Community Support--The Northwestern Mutual Foundation supports nearly 1,500 schools and nonprofit organizations each year. Last year, the Foundation contributed nearly $13 million ($12,534,005) in national and Milwaukee-area grants.
2006 Dividend--Northwestern Mutual's overall dividend payout to policyowners for 2006 is expected to be $4.27 billion, an increase of $360 million, the largest single increase in company history. This ongoing success, fostered by the company's tradition of "doing the right thing," has been honored and nurtured by successive generations within Northwestern Mutual.
Since 1857, Northwestern Mutual has been helping people protect against financial risk and achieve financial security. The Bostick Financial Group is proud to be part of that tradition.