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.

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