Financial Planning Consultant

November 7

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Northwestern Mutual

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To learn about our company visit Northwestern Mutual's website at www.northwesternmutual.com

5001 - 10000 employees

Founded 1869

💸 Finance

Description

• 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. • Drive the achievement of KPIs for the Financial Planning and Consultation team. • Engage with advisors and staff in person to provide personalized coaching to master the software and the related processes. • 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. • 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. • 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 Success Consultant (TPC) to ensure local adoption of related Digitally Savvy Advisory tools.

Requirements

• Series 7 required. • 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 knowledge and application of consultation skills. • Robust mastery of Northwestern Mutual planning software; confident ability to consult on complex topics and scenarios and propose effective, needs-based solutions. • Ability to identify and address problems, opportunities, wants and needs of the field and their clients in a suitable manner. • Exceptional problem-solving capabilities. • Deeply patient, wiling to teach and work through the adoption of financial planning. • Focused on outcomes v. process (delivers on what matters most). • Able to act as the owner of workstream. • Identify and recommend changes/improvements to the existing process to improve adoption of planning and delivery of sales. • Able to gain buy-in from teams you work with and inspire confidence in the new planning process and sales. • Empathetic - can put yourself in the shoes of our field roles (Staff, Advisor, MD, Ds, etc.) and see their perspective. • Willing to develop a deep subject matter expertise in the digital product portfolio. • Passionate about Northwestern Mutual Financial Planning process, products and services. • CFP preferred or other relevant designations such as CLU, ChFC, CFA, CASL, MSFS, or other advanced degree. • Client facing financial planning experience preferred.