Risk Sales Support Senior Specialist
About The Position
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. 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.
Requirements
- Minimum of 2 years’ experience in a financial services environment, with an understanding of financial services, insurance products, and financial planning.
- 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.
- This position has been classified as a Registered Representative under NMIS guidelines and requires fingerprinting.
- Series 6 - FINRA, SIE - FINRA
Nice To Haves
- Bachelor's degree in business, finance, marketing, or related field desired.
- Previous experience as a Northwestern Mutual financial representative is a plus.
- Knowledge of two or more insurance products preferred.
- Relevant designations such as CLU, ChFC, and CFP are a plus.
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.
Benefits
- Geographic specific pay structures, compensation and benefits could be applicable
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What This Job Offers
Job Type
Full-time
Career Level
Senior
