Investment Sales Support Senior Specialist Northwestern Mutual · On-site ago

Summary:

The Sales Support Investment Senior Specialist plays a pivotal role as a sales coach for field advisors and educates on case consultations while continuing to develop expertise. The role supports all aspects of a sale, from proper financial planning to appropriate product selection, while considering the prospect’s circumstances, current owned products, IRS Code and Treasury Regulations, product features and limitations, and product competition.

Focus Areas:
This role provides expertise spanning Annuity Products, and potentially Brokerage Products and Advisory Products, with guidance on financial planning areas across qualified and non-qualified markets.

• - Enhance advisor engagement by delivering annuity and investment product education and training within financial planning concepts through inbound phone consultations.
• - Advise financial representatives on taxes, retirement planning, investments, and educational planning aligned with clients' financial goals.
• - Conduct analysis of prospect statements and competitors’ products, providing guidance and expertise.
• - Serves as a Subject Matter Expert in one product line while maintaining proficiency in another and broad cross-training across multiple product and business topics.
• - Independently resolves approximately 80% of complex cases while developing the knowledge, skills, and competencies required to serve as a Trainer, including supporting team learning, coaching, and knowledge-sharing initiatives.
• - Provide consultative support to the field on topics and scenarios, proposing effective, needs-based solutions.
• - Begin developing the ability to weave technical issues together involving IRS Code, proper financial planning, product features and limitations, competitors’ products, practice management, and operations.
• - Identify and bring forward ways to collaborate across departments and divisions to align with team goals and contribute to impactful projects.
• - Contribute to feedback loops throughout the sales process and product line to drive advisor engagement.

• - Bachelor's degree in business, finance, marketing, or related field desired.
• - Minimum of 2 years' experience in a financial services environment with an understanding of financial services, products, and financial planning. Previous experience as a Northwestern Mutual financial representative is a plus.
• - FINRA Series 7 required, or ability to obtain within three months of hire.
  
  Consulting abilities focused on presenting and educating on financial products and planning concepts.
• - Understanding of some relevant regulatory policies that govern the financial sector.
• - Knowledge of investments and financial planning.
• - Ability to deliver clear financial concepts and sales opportunities.
• - Demonstrated ability to be a team player and effectively persuade others.

• - Sales Cycle Acumen:
  Advanced understanding of the insurance and investment product sales cycle and the technology that supports advisor and client experiences
• - Competitive Benchmarking:
  Experience comparing products and processes with competitors and best-in-class organizations
• - Customer Support:
  Advanced ability to address customer and field needs, resolve problems, and apply customer insights
• - Field Advocacy:
  Ability to represent field perspectives and support the adoption of products, processes, and technology
• - Investment Products:
  Knowledge of investment products, financial markets, and relevant regulations
• - Consulting:
  Ability to gather requirements, understand stakeholder needs, and collaborate on practical solutions
• - Cross-Functional Partnering and Planning:
  Ability to coordinate across teams and areas of expertise to achieve shared goals

This position has…