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Product Sales Support Sr Specialist

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

What's the role?

Works with the field to educate, train and provide sales support on multiple insurance topics. The primary interactions with the field will take place through inbound phone calls where financial representatives and/or staff will have questions on how products work or a case consultation to walk through a specific client situation. Additional field training takes place through outbound calls, requested 1x1’s, delivering webinars, supporting Home Office schools and possibility of travel to Network Offices (post COVID environment). The goal of the Sr Specialist is to support financial representatives integrate insurance into their current practices. Integration is crucial to the success of advisors and their clients.

Primary Duties & Responsibilities:

Educate and provide sales support to the field via inbound calls on risk products design including product features and benefits, running illustrations and how to best use NM supported sales software.

Offer needs-based solutions and alternatives that are suitable for Financial Representatives and their clients.

Consult on most fundamental industry topics with the skill and knowledge to enter into a more complex subject matter.

Educate the field on competitive product landscape including the ability to compare and contrast competitor products.

Participate in proactive sales campaigns by making outbound calls to educate the field on new products and planning initiatives that will help them grow sales. Interaction may be limited to certain practice management models.

Assist in delivering educational information to the field through in-house speaking events focused on fundamental product and planning topics.

May be invited to participate in small project efforts as a SME to provide information, requirements and/or analysis to guide the decision-making process.

Work Cross-Functionally with business partners across CD and other functions to drive field planning adoption

Bring your best! What the role requires:

  • B.S. degree in business, finance, marketing, or related field desired or a minimum of 2 years’ experience in a financial services environment focused on presenting, educating, and selling audiences on a variety of financial products.
  • Demonstrated working knowledge and understanding of financial services products and application relative to planning and products.
  • Excellent knowledge of one, or more, specific insurance (Life, DI - Disability Income, LTC - LONG TERM CARE, Group Life/DI) products desired.
  • Excellent ability to meet the expectations and needs of customers through delivering suitable recommendations.
  • Effective demonstration and application of sales consultation skills; "ask relevant, open-ended questions to engage the caller, discuss needs and concerns and validate solutions based on those needs.
  • Demonstrated ability to develop and deliver clear and smooth presentations; carry self well in a group setting.
  • Demonstrated ability to understand a business sales cycle and has a sales growth mind set.

Required Licenses:

  • Series 6 registration is required for duties related to variable life and annuity products and/or mutual funds (to be obtained in a designated period).
  • Desired but not required: Designations (CLU, ChFC, CASL, RICP, CFP etc.)

Benefits:

  • Competitive base pay!
  • 401K
  • Pension plan
  • Educational assistance
  • Performance based incentive pay
  • Medical, dental and vision insurance
  • Parental leave
  • Caregiver time off
  • ….and more

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.

We will offer reasonable accommodations

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This position has been classified as a Registered Representative under NMIS guidelines and requires fingerprinting.

Required Certifications:

Series 6 - FINRA, SIE - FINRA

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 Colorado or outside of a Corporate location, please click here for information pertaining to compensation and benefits.


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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.