Planning and Sales Support Assistant Director

About the role

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.

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