You and Northwestern Mutual. We believe relationships are built on trust. That our lives and our work matter. And we’re much stronger together than we are apart. 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.

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. Northwestern Mutual is known for financial strength. We’re strong, innovative and growing. Come grow with us.

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?

This is a project funded role expected to last until 12/31/2018.

 

Our experts provide professional consultations, education and project support to our advisors and home office on financial planning and our robust suite of financial products.  These activities cover multiple planning, investment and insurance disciplines and strategies. Our day to day experience includes support for the complete planning process from fact finding and financial plan development to proposals of products for executing the plan with clients.  Our expertise includes knowledge in the full breadth and depth of planning concepts, use of our planning/proposal software and training on the range of financial products we offer. 

 

Our focus is on developing and training the best, most credible experts we can.   Our main role is to provide direct case consultation via inbound calls to our representatives; participate in proactive sales campaigns through outbound activities to educate and engage our field; act as a trainer or speaker on topics such as product design, illustration tools, and planning tool usage/methodologies; and finally serve as lead on a wide variety corporate and division projects.

 

We are an organization whose purpose is to build the best, most effective subject matter experts, so development and learning are a major focus of our positions.

 

Bring Your Best! What this role needs:

 

• B.S. degree in business, finance, marketing or related field desired or a minimum of 2 years experience in a financial services environment focused on presenting and educating audiences on a variety of financial products.
• Demonstrated working knowledge and understanding of financial services products and application relative to planning and products.
• Excellent knowledge of one or two specific products desired.
• Excellent ability to meet the expectations and needs of customers through delivering suitable recommendations.
• Effective demonstration and application of sales consultation skills;
• ask relevant, open-ended questions to engage the caller, discuss needs and concerns and validate solutions based on those needs.
• Demonstrated ability to develop and deliver clear and smooth presentations.
• Demonstrated ability to carry self well in a group setting.
• Required Licenses and Designations:
• Series 7 registration is required for duties related to securities and other investment products (to be obtained in a designated period of time).
• FINRA Series 7

 

Req ID: 6843
Position Type: Project Funded
Education Experience: Bachelor's Required
Employment Experience: 3-5 years
Licenses/Certifications: None
FLSA Status: Exempt
Posting Date: 06/15/2016