Sales Support Consultant at Northwestern Mutual

Milwaukee, Wisconsin, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Insurance, Financial ServicesIndustries

Requirements

Bachelor's degree in business, finance, marketing or related field desired
Minimum of 8 years' experience in a financial services environment focused on presenting and educating the audience on a multitude of financial products
In-depth understanding of financial services products including financial planning
Excellent knowledge and application of consultation skills
FINRA Series 6 required
Confident ability to consult with the field on complex topics and scenarios and propose effective, needs-based solutions
Ability to identify and address the problems, opportunities, wants and needs of the field and their clients in a suitable manner
Demonstrated ability to be a team player
Excellent ability to assert own ideas and persuade others to a point of view
Ability to gain support and commitment from others while mobilizing them to take action
Demonstrated ability to lead large and/or high impact projects, or has had liaison responsibilities across division or departments for Region, Product or Markets
Demonstrated ability to develop and deliver clear and smooth presentations
Demonstrated ability to carry self well in all settings including large group engagement

Responsibilities

Act as a sales coach and consultant to advisors on life insurance products (eventually including Disability and Long-Term Care)
Provide case consultations using sales execution strategies within the context of client financial planning
Drive excellence in field sales support by combining product knowledge, sales strategies, and emerging technology solutions
Drive advisor engagement to deliver insurance product education and training to support advisors and their growth
Define the implementation of product solutions to complete financial plans and guide the future of support activities
Collaborate across departments and divisions to align to mission and goals by leading high impact projects and/or having liaison responsibilities for various regions, product areas, and/or market segment teams
Deliver training on a full breadth of products, markets, sales concepts, and related planning topics to advanced audiences (e.g., field leadership and senior management)
Deliver expert guidance to a variety of audiences and collaborate closely with the Regional Sales Team to help achieve corporate sales goals
Serve as a featured speaker at events in the home office or network office on planning, product, and markets
Key contributor to the launch of a new life insurance product series

Skills

Life Insurance

Disability Insurance

Long-Term Care Insurance

Sales Coaching

Financial Planning

Product Training

Sales Strategies

Case Consultation

Client Engagement

Project Leadership

Public Speaking

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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