DE Jobs

Search from over 2 Million Available Jobs, No Extra Steps, No Extra Forms, Just DirectEmployers

Job Information

NORTHWESTERN MUTUAL LIFE INSURANCE Asst Dir Financial Plng Consulting in MILWAUKEE, Wisconsin

JOB REQUIREMENTS: At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Summary This leadership role on the Planning Experience team will oversee managers who are focused on delivering advocacy and awareness programs and individualized support directly to advisors for the adoption of the new planning experience with existing advisors and new recruits who join Northwestern Mutual. This leader will thoughtfully strategize cross-functionally and with other leaders to build a rollout plan or build/implement an advocacy and individualized support model that aligns with broader adoption targets and long term KPIs. This leader will spend time with their team engaging, coaching, aligning work, as well as streamlining assignment of individuals to the field in conjunction with leadership. Primary Duties and Responsibilities Drive the achievement of the corporate planning metric and KPIs for the planning experience by leveraging a team who engage directly with advisors and office staff. Manage a team of Financial Planning and Consultation Consultants and Region Lead\'s both in person as well as remote capacity. Drive achievement for corporate planning metric and KPIs for the adoption of PX. Partner with the Performance Team (Principals), the Regional Sales Directors (RSDs) and Technology Productivity Consultants (TPCs) to maximize resources as it relates to adoption and servicing targets and correlated sales goals; ensure organized interdependent efforts within network offices and regions. Compliance escalation point for each of the network offices, Consultants, leads and the regions they support. Monitor and ensure planning quality of phone calls, one on ones, emails and any outgoing communication from the Financial Planning and Consultation teams. Work with Region leads to develop localized targets for both immediate and future needs. Communicate regularly with field leadership and work on continuous engagement and advocacy for the new planning experience. Educate and provide sales support consultation to the field on the integration of planning and products. Considered a deep subject matter expert on all planning modules and a variety of products. Lead high impact projects. Collaborate as a subject matter expert in planning, products and/or markets on divisional and departmental projects to support the strategic mission and goals within Financial Planning and Consultation, product lines and NM at large. Analyze data about the team\'s performance and look for ways to gain efficiency and enhance impact and outcomes. Communicate regularly with home office and field leadership for continuous engagement and advocacy of the new planning experience. Be a constant advocate for the adoption of planning best practices and use substantiated data to promote the impact PX can have in each... For full info follow application link. EEO/AA Employer/Vets/Disability ***** APPLICATION INSTRUCTIONS: Apply Online: ipc.us/t/96CEBB6EF97E4A5F Qualified females, minorities, and special disabled veterans and other veterans are encouraged to apply.

DirectEmployers