Northwestern Mutual – Corporate Careers is on FGB’s Best Finance Companies for Women of 2021.
FGB'ers gave this company a 4.5/5 in overall job satisfaction
FGB’ers working at Northwestern Mutual – Corporate Careers rated their manager’s support a 4.6/5
A concierge service that will tackle your personal "to-do" list, such as running errands, organizing vacations, and scheduling services.
12 weeks of paid parental leave along with programs that support family planning services.
Strong commitment to philanthropy evidenced by the NWM Foundation and each employee receiving 16 paid hours annually for volunteering.
At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Our vision is to deliver financial security to help our clients live their best lives by choice. A key pillar of our vision and success is a strong, vibrant sales force. This role sits within the Career Distribution (CD), which is at the forefront of working across the home office and sales force as one team to achieve the sales and growth objectives the company expects, while delivering the experience our distribution needs and deserves.
Responsible for engaging and handling leads from initial interest through on-boarding to FPS. This includes managing consultant request from a variety of sources and the relationships with field offices and the Distribution Performance Team to drive adoption of Financial Planning Services.
Handles leads and consulting requests from a variety of sources including advisors, network offices and the Distribution Performance Team from initial interest of FPS through on-boarding.
Communicates the full range of support offered through all service models and accurately assesses which service model the subscriber should be aligned to.
Applies planning and/or investment knowledge in discussions on FPS services with network offices and advisors.
Integrates standard methodologies and knowledge to discuss with advisor(s) how to fit FPS into their practice and agree on expectations.
Interprets the needs of the advisor based on research, creates, and carries out a tailored on-boarding experience for FPS, PCG and high-profile advisors based on need and profile.
Partners with service development and operations to assess and meet field demand and improve the field experience based on field feedback.
Uses a customer and subscriber centric lens to define and execute on improvement opportunities regarding the end-to-end lead to on-boarding experience.
Perform analysis on feedback, data and insights to identify trends and opportunities for improving the lead through onboarding experience and makes changes to the processes based on feedback.
Agile Methodologies - Intermediate
Analytical Problem Solving - Advanced
Business Development - Intermediate
Complex Negotiations - Intermediate
Cross-Functional Partnerships - Intermediate
Customer Service - Advanced
Data Integrity - Advanced
Developing Standard Operating Procedures - Intermediate
Financial Analysis - Advanced
Financial Planning - Intermediate
Handle Confidential Information - Expert
Influencing Without Authority - Intermediate
Process Improvement - Advance
Regulatory Compliance - Intermediate
Workflow Optimization - Basic
W e are an equal opportunity/affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age or status as a protected veteran, or any other characteristic protected by law.
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Northwestern Mutual is here for what’s most important—helping families and businesses achieve financial security for over 160 years. For our clients we offer a distinctive big-picture approach, including both insurance and investments, we’re helping people navigate life and guide them to their goals today, and in the days to come. We combine the expertise of our financial professionals with ...