Risk Sales Support Senior Specialist

Northwestern Mutual Investment Services, LLC; Milwaukee, Northern (WI, KY); Hybrid; USD 70,000 - 105,000; Full time

Job summary

Northwestern Mutual Investment Services, LLC in Milwaukee seeks a Sales Support Insurance Senior Specialist to coach field advisors, deliver product training, and guide case consultations across life, disability, long-term care, and group products.

You will analyze client needs, regulatory requirements, and competitive offerings to provide needs-based solutions, while developing cross-training and sharing lessons to strengthen the advisor network.

Qualifications

• Bachelor's degree in business, finance, marketing, or related field required.
• Minimum of 2 years’ experience in a financial services environment.
• FINRA Series 6 is required or the ability to obtain within three months of hire.
• Excellent consulting abilities focused on presenting and educating on financial products and planning concepts.
• Familiarity with regulatory policies governing the insurance sector.
• Knowledge of two or more insurance products preferred.
• Relevant designations such as CLU, ChFC, and CFP are a plus.

Responsibilities

• Educate and train field advisors on insurance products through phone consultations, sessions, and webinars.
• Provide strategic advice to financial representatives aligning insurance planning with client goals.
• Analyze prospect info, current coverage, options, and competitor products to guide decisions.
• Consult with the field on insurance topics, proposing needs-based solutions.
• Independently resolve complex cases and support team learning and coaching.
• Stay current on products, regulatory changes, and market practices.

Skills

Sales Cycle Acumen

Customer Support

Competitive Benchmarking

Consulting

Insurance Products

Training, Educating & Awareness

Education

Bachelor's degree in business/finance

FINRA Series 6 certification (or ability to obtain within 3 months)

Job description

Summary: The Sales Support Insurance Senior Specialist plays a pivotal role as a sales coach for field advisors, offering education, guidance on case consultations, and product training while continuing to develop expertise. This role supports all aspects of a sale, from comprehensive financial planning to strategic product selection, by considering the prospect's circumstances, current product portfolio, regulatory requirements, product features and limitations, and market competition. Focus Area: The Senior Specialist’s consulting expertise covers Northwestern Mutual insurance products, including Life Products, with expansion into Individual Disability Products, Long Term Care Products, Group DI/Life Products, and related insurance planning markets.

Primary Duties & Responsibilities:

• Enhance advisor engagement by delivering insurance product education and training through inbound phone consultations, scheduled sessions, and developing webinar or live presentation opportunities.

• Provide strategic advice to financial representatives, ensuring that insurance planning aligns with clients' financial goals.

• Conduct analysis of prospect information, current coverage, product options, and competitor products, offering guidance and insight.

• Consult with the field on insurance topics and scenarios, proposing effective, needs-based solutions.

• 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.

• Continue developing the ability to integrate regulatory requirements, financial planning, product features and limitations, competitor analysis, practice management, and operations.

• Deliver training on insurance products, markets, sales concepts, and related planning topics to beginner and intermediate audiences.

• Contribute to feedback loops throughout the sales process and product line to enhance advisor engagement and support advisor growth.

• 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, insurance products, and financial planning. Previous experience as a Northwestern Mutual financial representative is a plus.

• FINRA Series 6 is required or the ability to obtain within three months of hire.

• Excellent consulting abilities focused on presenting and educating on financial products and planning concepts.

• Familiarity with relevant regulatory policies governing the insurance sector.

• Solid understanding and knowledge of markets, insurance, economics, and financial planning.

• Ability to clearly convey insurance, financial concepts, and sales opportunities.

• Knowledge of two or more insurance products preferred.

• Relevant designations such as CLU, ChFC, and CFP are a plus.

Skills You Have

• Sales Cycle Acumen: Applies expertise across the insurance and investment product sales cycle to improve the client and advisor experience and support effective technology use.

• Customer Support: Uses customer and field information to solve problems, support informed decisions, communicate clearly, and resolve concerns.

• Competitive Benchmarking: Combines processes with competitors and best-in-class organizations to identify improvements and develop competitive strategies.

• Consulting: Connects with stakeholders to understand requirements, resolve customer problems, apply domain knowledge, and collaborate with the right partners.

• Insurance Products: Applies knowledge of Northwestern Mutual insurance products, including their components, characteristics, principles, and advantages.

• Training, Educating & Awareness: Develops, coordinates, delivers, and evaluates training within the relevant subject area.

This position has been classified as a Registered Representative under NMIS guidelines and requires fingerprinting.Series 6 - FINRA, SIE - FINRA

Compensation Range:

Pay Range - Start:

$70,320.00

Pay Range - End:

$105,480.00

Geographic Specific Pay Structure:

Structure 110:

Structure 115:

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,

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

Skills

Competitive Benchmarking (NM), Customer, Market & Ecosystem Knowledge (NM), Learning Agility & Critical Thinking (NM), Customer Support (NM), Cross Functional Partnering & Planning (NM), Financial Acumen (NM), Insurance Products (NM), Customer Centricity (NM), Interpersonal Savvy (NM), Field Advocacy (NM), Facilitation (NM), Training, Educating & Awareness (NM), Financial Case Consultation & Resolution (NM), Prioritization (NM), Sales Cycle Acumen (NM), Analytical Thinking (NM), Customer Segmentation (NM), Financial Planning (NM), Attention to Detail (NM), Capital Markets Ecosystem (NM), Adaptive Communication (NM), Consulting (NM)