Investment Sales Support Senior Specialist

Northwestern Mutual; Milwaukee (WI); Presencial; USD 70.000 - 121.000; Jornada completa

Descripción de la vacante

Northwestern Mutual seeks a Sales Support Investment Senior Specialist to coach field advisors, educate on case consultations, and expand expertise across financial planning concepts. You will support the sales process from planning to product selection while considering client circumstances, current products, IRS/Treasury rules, and competition.

The role covers annuity products and may extend to brokerage/advisory products, with ongoing guidance across qualified and non-qualified markets.

Formación

• Bachelor's degree in business, finance, marketing, or related field desired.
• Minimum of 2 years' experience in a financial services environment with understanding of financial services, products, and financial planning.
• FINRA Series 7 required, or ability to obtain within three months of hire.

Responsabilidades

• Enhance advisor engagement by delivering annuity and investment product education and training within financial planning concepts.
• 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 cross-training across multiple topics.
• Independently resolves ~80% of complex cases while developing trainer capabilities and supporting team learning.

Conocimientos

Sales Cycle Acumen

Competitive Benchmarking

Customer Support

Field Advocacy

Investment Products

Consulting

Cross-Functional Partnering

Educación

Bachelor's degree in business/finance/marketing

Descripción del empleo

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.

Primary Duties & Responsibilities

• 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.


• Stay current on products, enhancements, competition, regulatory policy changes, and financial planning best practices.

Qualifications

• 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.


• Series 7 - FINRA, SIE - FINRA

Skills You Have

• 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.

Additional Information

This position has been classified as a Registered Representative under NMIS guidelines and requires fingerprinting.

Compensation Range

Pay Range - Start: $70,320.00

Pay Range - End: $105,480.00

Geographic Specific Pay Structure: Structure 110: $77,360.00 USD - $116,040.00 USD

Geographic Specific Pay Structure: Structure 115: $80,880.00 USD - $121,320.00 USD

Fairness and Transparency

We believe in fairness and transparency. It’s why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process.

The standard pay structure is listed but if you’re living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable.

Company Culture

Grow your career with a best‑in‑class company that puts our clients' interests at the center of all we do.

Northwestern Mutual is an equal opportunity employer that welcomes talented individuals of all backgrounds.

We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.

At Northwestern Mutual, we believe relationships are built on trust. That our lives and our work matter.

These beliefs launched our company over 160 years ago. Today, they’re just a few of the reasons why people choose to build careers at Northwestern Mutual.

What started in Milwaukee, WI has grown into 7,000+ home office professionals split across 3 campuses: New York City, Franklin and downtown Milwaukee (HQ) - each one bringing with it its own unique talent and culture.

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 as we are growing our digital and tech capabilities and are always on the lookout for bright, tech‑savvy candidates.

Northwestern Mutual is an equal opportunity employer that welcomes talented individuals of all backgrounds.

We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.