Role Summary

Support Financial Representatives serving corporate, bank, and large‑case markets by delivering technical case support, customized illustrations, and high‑quality enablement. Collaborate with cross‑functional partners to enhance executive benefits tools and processes and help strengthen Northwestern Mutual’s position in nonqualified executive benefits and large‑case life insurance.
 

Primary Duties & Responsibilities

Field Sales & Case Support

• Provide technical expertise, advice, and guidance to Financial Representatives in corporate, bank, and large‑case markets.
• Consult on cases with Financial Representatives, clients, and third‑party advisors to support NM’s presence in executive benefits and large‑case life insurance.
• Produce customized, in‑depth illustrations based on thorough review of prospect and case data.
• Conduct financial reviews of business clients to inform plan design and recommendations.

Subject‑Matter Contribution

• Serve as a resource to Home Office partners on nonqualified/qualified plans and corporate/bank market life insurance.
• Contribute specialized knowledge (e.g., accounting) to support executive benefit and large‑case opportunities.
• Stay current on market, legal, and regulatory developments that affect plan design, marketing, and sales.
• Provide technical input to Compliance and consult with other departments on special projects and new product efforts.

Systems & Process Support

• Partner with CDX on the design, implementation, and enhancement of systems used for selling and servicing nonqualified benefit plans.
• Collaborate with CDX and Advanced Markets Operations on NGIS/NM Executive Benefit Software and related service support systems.
• Act as a liaison with Underwriting and Actuarial to coordinate underwriting requirements and plan design for large nonqualified cases.
• Analyze business/system challenges, define scope and requirements, and recommend enhancements to new or existing processes.
• Assist IS in resolving complex technical environment issues and supporting implementations.
• Challenge legacy processes and clearly articulate the benefits of improvements.

Training, Enablement & Collaboration

• Help design and deliver training for Executive Benefits software/NGIS; teach or co‑teach at the Executive Benefits Seminar and other NM schools (e.g., Business Markets School, Advanced Sales Presentation School).
• Provide coaching and mentoring to team members, operating/service areas, and Field partners to build technical and product capability.
• Complete assigned departmental projects and coordinate small initiatives across teams as needed.
• Build strong relationships with business clients and Field partners; communicate and negotiate to align expectations, build consensus, and influence change.
• Represent Specialty Markets in the VP’s or Director’s absence as requested.

Qualifications

Required

• Bachelor’s degree in business, finance, or related field (or equivalent experience).
• Minimum 2 years of experience in financial services with understanding of the sales cycle, insurance products, and financial planning; prior NM Financial Representative experience is a plus.
• FINRA Series 6 (or ability to obtain within three months of hire).
• Strong consulting and presentation skills with the ability to explain financial and insurance concepts clearly.
• Familiarity with relevant regulatory policies; solid knowledge of markets, insurance, economics, and financial planning.
• Demonstrated team collaboration and the ability to influence and persuade effectively.

Skills you have

Insurance Products (NM) - Leverages knowledge of the general components, characteristics, principles, philosophy, and advantages of specific Northwestern Mutual insurance products to inform approach to situations such as innovation, development, and improvement.

Financial Planning (NM) - Develops comprehensive strategies to manage an individual or organization's financial resources by analyzing financial information, identifying financial strengths and weaknesses, developing budgets, and determine plans to optimize income, manage debt, and build wealth.

Financial Acumen (NM) - Applies the knowledge of financial statements, financial analysis, budgeting, forecasting, and financial modeling to ensure decisions are fiscally sound and responsible.

Learning Agility & Critical Thinking (NM) - Pursues learning and obtains knowledge continuously in relevant fields, methods, or technologies in current and future practices; continuously utilizes critical thinking to identify opportunities, execute solutions, and measure impact to constantly improve existing practices and processes based on feedback, lessons learned, and market trends.

Cross Functional Partnering & Planning (NM) - Facilitates collaboration, communication, coordination, and planning with individuals and teams from different functions within the organization, and who have different areas of expertise, to achieve common goals.