Northwestern Mutual

Sells life insurance and financial advice

Planning and Sales Support Assistant Director

Corporate & Technical TrainingConfirmed live in the last 24 hours

Full-timeMilwaukee, WI, USANo salary listedIn-person

About the Job

Requirements

A bachelor's degree in business, finance, marketing, or a related field is required or desired.
At least 8 years of experience in a financial services environment focused on presenting and educating audiences on multiple financial products.
In-depth understanding of financial services products, including financial planning, and excellent consultation skills.
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 its clients in a suitable manner.
Ability to assert ideas, persuade others to a point of view, gain support and commitment, and mobilize others to take action.
Ability to lead large or high-impact projects or perform liaison responsibilities across divisions or departments for regions, products, or markets.
Ability to develop and deliver clear presentations and represent oneself effectively in all settings, including large-group engagements.

Responsibilities

Lead and develop a high-performing team of product experts in sales execution strategies.
Craft a vision that drives efficiency in field sales support by combining product knowledge, sales strategies, and emerging technology solutions.
Train and support advisors through case consultations.
Define the execution of product solutions to implement financial plans and drive the later stages of support activities.
Collaborate across departments and divisions to align critical assignments and goals.
Lead important projects and perform liaison responsibilities for regions, product areas, or market-segment teams.
Deliver training on products, markets, sales concepts, and related planning topics to advanced audiences, including field leadership and senior management.
Mentor varied audiences and collaborate with the Regional Sales Team to help achieve corporate sales goals.
Serve as a featured speaker at home-office or network-office events on outlining, products, and markets.

Desired Qualifications

FINRA license.
Designations such as Chartered Life Underwriter, Chartered Financial Consultant, Certified Financial Planner, Chartered Financial Analyst, Chartered Associate in Secular Law, or Master of Science in Financial Services, or another degree.

Job Description

At Northwestern Mutual, we believe relationships are built on trust. That our lives and our work matter. These beliefs launched our company nearly 160 years ago. Today, they're just a few of the reasons why people choose to build careers at Northwestern Mutual.

We're strong and growing. In a company with such a long and storied history, this may be the most exciting and important time to be a part of Northwestern Mutual. We're strong, innovative and growing.

We invest in our people. We provide opportunities for employees to grow themselves, their career and in turn, our business.

We care. We make a positive difference in our communities. Nationally, thousands have benefitted from our support of research and programs to fight childhood cancer. Each year, our Foundation, employees and financial representatives donate time, talent and financial support to causes they're passionate about.

We are an equal opportunity/affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age or status as a protected veteran, or any other characteristic protected by law.

What's the role?

Be knowledgeable in insurance products, including Life, Disability and Long Term Care, to lead and develop a high performing team of deep product experts in sales execution strategies. Use a mindset of innovation to craft a vision that drives efficiency in field sales support by combining product knowledge, sales strategies and emerging technology solutions. This position will work to train and provide support to our advisors through case consultations, define the execution of product solutions to implement financial plans and drive the later of our support activities. Collaborate across departments and divisions to align to our critical assignments and goals by leading important projects and/or having liaison responsibilities for various regions, product areas and/or market segment teams. Deliver training on products, markets, sales concepts and related planning topics to advanced audiences (e.g. field leadership and senior management). Mentor a variety of audiences and collaborate closely with the Regional Sales Team to help them achieve corporate sales goals. Featured speaker at events in the home office or in the network office on outlining, product and markets.

Bring Your Best! What this role needs:

You have a B.S. degree in business, finance, marketing or related field desired.
Minimum of 8 years experience in a financial services environment centralized 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.
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. Shown ability as a great teammate.
Excellent ability to assert your ideas and persuade others to a point of view. Ability to gain support and dedication from others while mobilizing them to take action.
Attested ability to lead large and/or high impact projects, or has had liaison responsibilities across division or departments for Region, Product or Markets.
Your ability to develop and deliver clear and smooth presentations. Demonstrated ability to carry self well in all settings including large group engagements.

Desirable Requirements:

FINRA licensed
Designations such as CLU, ChFC, CFP, CFA, CASL, MSFS, or other degree.

Req ID: 16761
Position Type: Regular Full Time
Education Experience: Bachelor's Required
Employment Experience: 6-8 years
Licenses/Certifications:
FLSA Status: Exempt
Posting Date: 08/23/2017

Qualifications

Additional Information

About the Company

Northwestern Mutual

Sells life insurance and financial advice

Northwestern Mutual sells life, disability income and long-term care insurance together with investment advice and wealth management to American families and business owners. It is owned by its policyholders rather than shareholders and has paid them dividends for more than 150 consecutive years. Its financial representatives build a full financial plan for each client and then sell the policies, brokerage accounts and managed portfolios that carry it out. The company earns money from insurance premiums, advisory fees and returns on a large bond and mortgage portfolio. It was founded in 1857 in Janesville, Wisconsin, and moved two years later to Milwaukee, where it is based.

Company size: 10,001+
Company stage: Not listed
Total funding: Not listed
Headquarters: Milwaukee, WI
Founded: 1857

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