Northwestern Mutual

Northwestern Mutual

Planning and Sales Support Assistant Director

Milwaukee, WI, United States · Director · Full-time

Sponsorship not specifiedDetected 3251 days ago
SalesResearchLeadershipPublic Speaking

About the role

  • We believe relationships are built on trust.
  • These beliefs launched our company nearly 160 years ago.
  • Our business is about helping people secure their financial futures, and that starts with putting people first - our clients, our employees and our field representatives.

Responsibilities

  • Today, they're just a few of the reasons why people choose to build careers at Northwestern Mutual.
  • 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.
  • 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.
  • 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.

Requirements

  • Designations such as CLU, ChFC, CFP, CFA, CASL, MSFS, or other degree.
  • Employment Experience: 6-8 years
  • 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.
  • 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.
  • Excellent ability to assert your ideas and persuade others to a point of view.
  • Demonstrated ability to carry self well in all settings including large group engagements.
  • Bachelor's Required

Benefits

  • 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.
  • Featured speaker at events in the home office or in the network office on outlining, product and markets.

Company info

  • And we're much stronger together than we are apart.
  • At Northwestern Mutual, we believe relationships are built on trust.
  • 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.

This listing is sourced directly from Northwestern Mutual's careers page and normalized into a canonical job model.