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Field Research Strategist

At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference.

At Northwestern Mutual, 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 our 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.

Primary Duties & Responsibilities:

  • Manages cross-functional relationships with enterprise research partners to ensure collaboration, shared collective insights, and creates actionable feedback loops based on the research. 

  • Develops strategic insights from the research to influence enterprise partners, specifically as it relates to the field’s needs. 

  • Manages key relationships with the field advisors to gain insights and feedback for research purposes as needed, ensuring the voice of the field is valued and heard. 

  • Activate all reactive field sentiment from across the enterprise, using influence to drive value through others. 

  • Proactively ensures field sentiment is captured in research that will impact the field.  

  • Creates strategic, actionable insights that are developed from experiments done through the SIM Lab for the purchase experience. 

  • Partners with enterprise leaders on insights from the SIM Lab to ensure the insights are understood and influences decisions made related to the purchase experience.  

  • Synthesizes existing research findings and makes recommendations. 

  • Provides project leadership, direction and mentoring to project team. 

  • Responsible for developing agile tools to track, analyze and manage field research, data and insights 

  • SME on field experience working cross collaboratively to influence the field point of view in research agendas and insights 



  • Degree in business, statistics, or related field. 

  • Six or more years of experience with business analysis with a strong background in research preferred.  

  • Strong business acumen. 

  • Strong ability to influence across the enterprise without authority, especially with senior management. 

  • Deep insurance and financial services industry knowledge, including products, markets and competitors. 

  • Ability to assess data, research, findings, and execute on it. 

  • Able to be both strategic and tactical, with strong analytical, problem solving and conceptual skills. 

  • Must have, or acquire soon after, intimate knowledge of NM field, markets, clients and products. 

  • Ability to unite key colleagues and cross-functional partners by gaining trust through demonstrating business expertise. 

  • Superb communication skills. 

  • Demonstrated ability to communicate complex concepts in a compelling, concise and creative way. 

  • Proven ability to work collaboratively with individuals and teams. 

  • Demonstrates the highest standards of professionalism, ethics and integrity. 

  • Consistently displays professional courage to research design, analysis and interpretation to deliver credible work product free of bias. 

  • Acts in the best interest of field, customers, and the company. 

  • Strong ability to analyze and extract insights from data using the advanced analytical tools.  



Compensation Range:

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Northwestern Mutual pays on a geographic-specific salary structure and placement in the salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity as well as the cost of labor in the market; and other conditions of employment. At Northwestern Mutual, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. Please note that the salary range listed in the posting is the standard pay structure. Positions in certain locations (such as California) may provide an increase on the standard pay structure based on the location. Please click here for additional information relating to location-based pay structures.

Grow your career with a best-in-class company that puts our client’s interests at the center of all we do. Get started now!

We 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.

If you work or would be working in California, Colorado, New York City, Washington or outside of a Corporate location, please click here for information pertaining to compensation and benefits.


We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and commitment to diversity and inclusion.