Job Opening: Financial Plng Consulting Cons
- Company
- NORTHWESTERN MUTUAL LIFE INSURANCE
- Location
- MILWAUKEE, WI
- Posted on
- March 28, 2024
JOB REQUIREMENTS: At Northwestern Mutual, we are strong, innovative and
growing. We invest in our people. We care and make a positive
difference. Summary Focus on delivering results for the adoption of the
new planning experience with existing advisors and new recruits who join
Northwestern Mutual. Travel and spend significant time in person working
with advisors, their staff, and office leadership where applicable, to
help them become deeply skilled in delivering high quality plans to
their prospects and clients. Further, lead large kick off events,
present training content in group settings, represent PX at nationwide
conferences and field events, and present regularly within the home
office. Primary Duties and Responsibilities Drive the achievement of
KPIs 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 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
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 Productivity Consultant (TPC) (where
available) to ensure local adoption of related Digitally Savvy Advisory
tools including CRM, client website, client account aggregation,
prospect invite, eFF, 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.
Qualifications 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... For full info follow application
link. EEO/AA Employer/Vets/Disability ***** APPLICATION
INSTRUCTIONS: Apply Online: ipc.us/t/1FEA5A4650E142F9 Qualified females,
minorities, and special disabled veterans and other veterans are
encouraged to apply.