[Remote] Financial Plng & Consulting Sr Spec at Northwestern Mutual

Wisconsin, United States

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial ServicesIndustries

Requirements

3+ years professional work experience in the financial services industry
Series 7 or obtained within 6 months
Able to travel in assigned region approximately 10-20%
Base knowledge of financial services products and financial planning
Base knowledge and application of consultation skills
Ability to work through, and escalate when needed, complex issues to management and subject matter experts
Able to partner with team members on projects and various workstreams in regard to improvement process
Ability to identify and address problems, opportunities, wants and needs of the field and their clients in a suitable manner
Creative problem-solving capabilities
Focused on outcomes v. process (delivers on what matters most)
Passionate about Northwestern Mutual Financial Planning process, products and services
Empathetic - can put yourself in the shoes of our field roles (Staff, Advisor, MD, MPs, etc.) and see their perspective
Client facing financial planning experience preferred

Responsibilities

Assist in driving successful outcomes in the implementation of the Northwestern Mutual planning philosophy with existing advisors and new recruits
Engage with advisors through various channels including primarily an inbound phone queue, virtual consultations, virtual presentations, as well as in person
Spend significant time virtually and in person working with advisors, their staff, and office leadership to help them become deeply skilled in delivering high quality plans to their prospects and clients
Participate in large events, present training content in group settings, and may represent Financial Planning Consulting at field events or within the home office
Assist in the driving of Key Performance Indicators for the Financial Planning and Consultation team with your assigned target audience
Partner with Region leads and Assistant Director of Financial Planning and Consultation to ensure alignment of objectives and establish expectations for assigned offices and advisors
Engage with advisors and staff through an inbound phone queue to provide personalized coaching to master the software and the related processes (fact finding, plan build, plan presentation)
With the guidance of leadership, educate and collaborate with field leaders to promote NM's planning philosophy, increase planning adoption, and help influence risk and investment product sales
With the guidance of leadership, innovate to help develop better effectiveness in training/supporting our field on best practices for planning throughout the sales cycle
With the guidance of leadership, 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
Possibility to have 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 FactFinder, etc
Be available to build financial plans for the advisor on an as-needed basis
Escalate feedback to leadership and/or appropriate partners to follow through on needs/gaps of advisors and/or network office around sales skills, leadership alignment, etc

Skills

Key technologies and capabilities for this role

Financial PlanningConsultingClient CoachingTraining DeliverySoftware MasteryFact FindingPlan BuildingPlan PresentationRisk ManagementInvestment ProductsVirtual PresentationsInbound Phone Support

Questions & Answers

Common questions about this position

What qualifications are required for this role?

Candidates need 3+ years of professional work experience in the financial services industry, Series 7 or obtained within 6 months, ability to travel 10-20% in the assigned region, and base knowledge of financial services products and financial planning.

Is travel required for this position?

Yes, the role requires ability to travel in the assigned region approximately 10-20%. There is also possibility for in-person presence with assigned target audience.

What is the salary or compensation for this role?

This information is not specified in the job description.

What does the work arrangement look like?

The role involves engaging with advisors through various channels including primarily an inbound phone queue, virtual consultations, virtual presentations, as well as in person, with significant time spent virtually and in person.

What experience makes a strong candidate for this position?

Strong candidates will have 3+ years in the financial services industry, knowledge of financial planning and products, and the ability to travel 10-20%, along with obtaining Series 7 if not already held.

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.

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