Job Opening: Financial Plng Consulting Sr Spec
- Company
- NORTHWESTERN MUTUAL LIFE INSURANCE
- Location
- MILWAUKEE, WI
- Posted on
- May 11, 2024
JOB REQUIREMENTS: At Northwestern Mutual, we are strong, innovative and
growing. We invest in our people. We care and make a positive
difference. Primary Duties and Responsibilities Assist in the driving of
KPIs for the Financial Planning and Consultation (FPC) team with your
assigned target audience. Partner with the FPC leadership team to ensure
alignment of objectives and establish expectations for assigned offices
and advisors. Engage with advisors and staff 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 advance their confidence around
the PX 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 and sales consultations and
presentations to the field on the integration of financial products to
create solutions for clients via inbound calls, long-distance training
methods, schools and visits to network offices. Partner with team
members to 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 Success Consultant (TSC) (where available) to ensure local
adoption of related tools including CRM, client website, client account
aggregation, PX FF, etc. Ability to build financial plans independently
along with subject matter experts 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. Qualifications Minimum Requirements:
1-3 years professional work experience in the financial services
industry. Series 7 obtained within 6 months. Able to travel in assigned
region approximately 20%. Base knowledge of financial services products
and financial planning.Excellent knowledge and application of
consultation skills. Ability to work though and escalate when needed
complex issues to management and subject matter experts. Deeply patient,
willing to teach and work through the adoption of financial planning.
Focused on outcomes v. process (delivers on what matters most). Able to
partner with team members on projects and various workstreams in regards
to improvements process and our adoption work. Able to gain buy-in from
teams you work with and inspire confidence in the new planning process
and... For full info follow application link. EEO/AA
Employer/Vets/Disability ***** APPLICATION INSTRUCTIONS: Apply
Online: ipc.us/t/B8EF5D00E2264090 Qualified females, minorities, and
special disabled veterans and other veterans are encouraged to apply.