[Remote] Financial Planning Consultant at Northwestern Mutual

Wisconsin, United States

Apply Now

Not SpecifiedCompensation

N/AExperience Level

N/AJob Type

Not SpecifiedVisa

N/AIndustries

Requirements

Series 7 required or obtained within 6 months
Minimum of 3 years professional work experience
Able to travel in assigned region approximately 20%
In-depth understanding of financial services products and financial planning
Excellent knowledge and application of consultation skills
Robust mastery of Northwestern Mutual planning software
Confident ability to consult on complex topics and scenarios and propose effective, needs-based solutions
Exceptional problem-solving capabilities
Deeply patient, willing to teach and work through the adoption of financial planning
Able to act as the owner of workstream
Empathetic - can put yourself in the shoes of our field roles (Staff, Advisor, MD, MPs, etc.) and see their perspective
Willing to develop a deep subject matter expertise in the digital product portfolio

Responsibilities

Drive the achievement of KPIs for the Financial Planning Consulting team with your assigned target audience
Partner with Region leads and Assistant Director of Financial Planning and Consulting to ensure alignment of objectives and establish expectations for assigned offices and advisors
Engage with advisors and staff through an inbound phone queue, virtually and in person to provide personalized coaching to master the software and the related processes (fact finding, plan build, plan presentation)
Offer plan presentation simulations and work with advisors to increase their confidence around the plan presentation prior to meeting with clients
Educate and collaborate with field leaders to promote NM's planning philosophy, increase planning adoption and help influence risk and investment product sales
Innovate to help develop better effectiveness in training/supporting our field on best practices for planning throughout the sales cycle
Provide quality planning consultations and presentations to the field on the integration of financial products to create solutions for clients primarily via inbound calls, long-distance training methods, schools and potential visits to network offices
Offer just-in-time solutioning for case design and plan design needs
Maintain an extensive in-person presence with your assigned target audience to build relationships and promote local culture around digital tools and financial planning
Partner with the Technology Solutions & Support Consultant (TSC) (where available) to ensure local adoption of related planning tools including CRM, client website, client account aggregation, prospect invite, Digital FF, etc
Be available to build financial plans for the advisor on an as-needed basis
Escalate feedback to leadership and/or appropriate partner to follow through on needs/gaps of advisors and/or network office around sales skills, leadership alignment, etc

Skills

Northwestern Mutual

Provides financial security services, and wealth management

About Northwestern Mutual

Northwestern Mutual offers personalized financial planning, life insurance, and investment services, leveraging leading-edge technology to manage over $125 billion in client assets for more than 4.5 million clients.

Milwaukee, WisconsinHeadquarters

1856Year Founded

N/ACompany Stage

Consulting, Fintech, Financial ServicesIndustries

10,001+Employees

Benefits

Growing your Career

Compensation & Time Off

Insurance plans

Health Savings Account

Wellness programs & resources

401(k) plan and cash balance contributions

Risks

Fintech platforms like Carefull challenge traditional financial advisory services.

Internal competition may arise from Wellthi's focus on the Black community.

Customer dissatisfaction may grow due to increased retirement age expectations.

Differentiation

Northwestern Mutual maintains the highest financial strength ratings in the industry.

The company launched 'The Great Realization' campaign to refocus customer priorities.

Northwestern Mutual offers a unique Long-Term Advantage product with life insurance benefits.

Upsides

The aging population increases demand for retirement planning and long-term care solutions.

Partnerships with tech firms enhance Northwestern Mutual's data analytics capabilities.

Digital transformation in insurance leads to more personalized customer experiences.

Land your dream remote job 3x faster with AI

Try Jobo Free