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NORTHWESTERN MUTUAL LIFE INSURANCE Financial Plng Consulting Cons 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 Focus on delivering results for the adoption of the new planning experience with existing advisors and new recruits who join Northwestern Mutual. Travel and spend significant time in person working with advisors, their staff, and office leadership where applicable, to help them become deeply skilled in delivering high quality plans to their prospects and clients. Further, lead large kick off events, present training content in group settings, represent PX at nationwide conferences and field events, and present regularly within the home office. Primary Duties and Responsibilities Drive the achievement of KPIs for the Financial Planning and Consultation team with your assigned target audience. Partner with Region leads and Assistant Director of Financial Planning and Consultation to ensure alignment of objectives and establish expectations for assigned offices and advisors. Engage with advisors and staff in person to provide personalized coaching to master the software and the related processes (fact finding, plan build, plan presentation). Offer plan presentation simulations and work with advisors to advance their confidence around the PX plan presentation prior to meeting with clients. Educate and collaborate with field leaders to promote NM\'s planning philosophy, increase planning adoption and help influence risk and investment product sales. Innovate to help develop better effectiveness in training/supporting our field on best practices for planning throughout the sales cycle. Provide quality planning and sales consultations and presentations to the field on the integration of financial products to create solutions for clients primarily via inbound calls, long-distance training methods, schools and potential visits to network offices. Offer just-in-time solutioning for case design and plan design needs. Maintain an extensive in-person presence with your assigned target audience to build relationships and promote local culture around digital tools and financial planning. Partner with the Technology Productivity Consultant (TPC) (where available) to ensure local adoption of related Digitally Savvy Advisory tools including CRM, client website, client account aggregation, prospect invite, eFF, etc. Be available to build financial plans for the advisor on an as-needed basis. Escalate feedback to leadership and/or appropriate partner to follow through on needs/gaps of advisors and/or network office around sales skills, leadership alignment, etc. Qualifications Series 7 required or obtained within 6 months. Minimum of 3 years professional work experience. Able to travel in assigned region approximately 20%In-depth understanding of financial services products and financial planning. Excellent... For full info follow application link. EEO/AA Employer/Vets/Disability ***** APPLICATION INSTRUCTIONS: Apply Online: ipc.us/t/1FEA5A4650E142F9 Qualified females, minorities, and special disabled veterans and other veterans are encouraged to apply.

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