Senior Insurance Sales Coach & Trainer for Advisors

Northwestern Mutual; Milwaukee (WI); On-site; USD 70,000 - 105,000; Full time

Job summary

Northwestern Mutual in Milwaukee, WI seeks a Sales Support Insurance Senior Specialist to coach field advisors, educate on insurance products, and guide case consultations while expanding expertise in planning and product training.

You will analyze prospect data, current coverage, options, and competition to deliver strategic guidance, while staying current on regulatory changes and market trends, contributing to successful client outcomes.

Qualifications

• Bachelor's degree in business, finance, marketing, or related field.
• Minimum of 2 years’ experience in a financial services environment with an understanding of financial services, insurance products, and financial planning.
• FINRA Series 6 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.
• Knowledge of two or more insurance products preferred.

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.

Skills

Sales Cycle

Customer Support

Competitive Benchmarking

Consulting

Insurance Products

Training & Awareness

Education

Bachelor's degree in business, finance, marketing, or related field

Job description

Northwestern Mutual in Milwaukee, WI seeks a Sales Support Insurance Senior Specialist to coach field advisors, educate on insurance products, and guide case consultations while expanding expertise in planning and product training.

You will analyze prospect data, current coverage, options, and competition to deliver strategic guidance, while staying current on regulatory changes and market trends, contributing to successful client outcomes.