Financial Plng & Consulting Cons
About the Job:
Focus on achieving successful outcomes in implementing the Northwestern Mutual planning philosophy with existing advisors and new recruits who join Northwestern Mutual. Engage with advisors through various channels including an inbound phone queue, virtual consultations, virtual presentations, as well as in person. Spend significant time working with advisors, their staff, and office leadership where applicable, to help them become deeply skilled in delivering high quality plans to their prospects and clients. Further, lead large events, present training content in group settings, represent Financial Planning Consulting at field events, and present regularly within the home office.
What You'll Do:
- Engage with advisors and staff through an inbound phone queue, virtually and in person to provide personalized coaching to master the software and the related processes (fact finding, plan build, plan presentation). Offer plan presentation simulations and work with advisors to increase their confidence around the plan presentation prior to meeting with clients.
- Partner with Assistant Director of Financial Planning Consulting and Region Leads to ensure alignment of objectives and establish expectations for assigned offices and advisors.
- Educate and collaborate with field leaders to promote NM's planning philosophy, increase planning adoption and help influence risk and investment product sales.
- Innovate to help develop better effectiveness in training/supporting our field on best practices for planning throughout the sales cycle.
- Provide quality planning consultations and presentations to the field on the integration of financial products to create solutions for clients primarily via inbound calls, long-distance training methods, schools and potential visits to network offices. Offer just-in-time solutioning for case design and plan design needs.
- Maintain an extensive in-person presence with your assigned target audience to build relationships and promote local culture around digital tools and financial planning.
- Partner with the Technolog...
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