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Northwestern Mutual

Financial Advisor

<h2>At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference.</h2> SummaryFocus on delivering results for the adoption of the new planning experience with existing advisors and new recruits who join Northwestern Mutual. Travel and spend significant time in person 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 kick off events, present training content in group settings, represent PX at nationwide conferences and field events, and present regularly within the home office.Primary Duties and Responsibilities<ul> <li>Drive the achievement of KPIs for the Financial Planning and Consultation team with your assigned target audience.</li> <li>Partner with Region leads and Assistant Director of Financial Planning and Consultation to ensure alignment of objectives and establish expectations for assigned offices and advisors.</li> <li>Engage with advisors and staff 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 advance their confidence around the PX plan presentation prior to meeting with clients.</li> <li>Educate and collaborate with field leaders to promote NM's planning philosophy, increase planning adoption and help influence risk and investment product sales.</li> <li>Innovate to help develop better effectiveness in training/supporting our field on best practices for planning throughout the sales cycle.</li> <li>Provide quality planning and sales 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.</li> <li>Maintain an extensive in-person presence with your assigned target audience to build relationships and promote local culture around digital tools and financial planning.</li> <li>Partner with the Technology Success Consultant (TPC) (where available) to ensure local adoption of related Digitally Savvy Advisory tools including CRM, client website, client account aggregation, prospect invite, eFF, etc.</li> <li>Be available to build financial plans for the advisor on an as-needed basis.</li> <li>Escalate feedback to leadership and/or appropriate partner to follow through on needs/gaps of advisors and/or network office around sales skills, leadership alignment, etc.</li> </ul>Qualifications<ul> <li>Series 7 required.</li> <li>Minimum of 3 years professional work experience.</li> <li>Able to travel in assigned region approximately 20%.</li> <li>In-depth understanding of financial services products and financial planning.</li> <li>Excellent knowledge and application of consultation skills.</li> <li>Robust mastery of Northwestern Mutual planning software; confident ability to consult on complex topics and scenarios and propose effective, needs-based solutions.</li> <li>Ability to identify and address problems, opportunities, wants and needs of the field and their clients in a suitable manner.</li> <li>Exceptional problem-solving capabilities.</li> <li>Deeply patient, wiling to teach and work through the adoption of financial planning.</li> <li>Focused on outcomes v. process (delivers on what matters most).</li> <li>Able to act as the owner of workstream. Identify and recommend changes/improvements to the existing process to improve adoption of planning and delivery of sales.</li> <li>Able to gain buy-in from teams you work with and inspire confidence in the new planning process and sales.</li> <li>Empathetic - can put yourself in the shoes of our field roles (Staff, Advisor, MD, Ds, etc.) and see their perspective.</li> <li>Willing to develop a deep subject matter expertise in the digital product portfolio Passionate about Northwestern Mutual Financial Planning process, products and services.</li> <li>CFP preferred or other relevant designations such as CLU, ChFC, CFA, CASL, MSFS, or other advanced degree.</li> <li>Client facing financial planning experience preferred.</li> </ul>This position has been classified as a Registered Representative under NMIS guidelines and requires fingerprinting.Required Certifications:Series 7 - FINRA Compensation Range: Pay Range - Start:$75,180.00Pay Range - End:$139,620.00Northwestern 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 <a href="http://careers.northwesternmutual.com/media/aeqlexgx/paytransparencyguide.pdf" target="_blank">here</a> for additional information relating to location-based pay structures.<h2>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! </h2>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 <a href="http://careers.northwesternmutual.com/pay-transparency/" target="_blank">here</a> for information pertaining to compensation and benefits.

Financial Planning Consultant

<h2>At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference.</h2> Primary Duties and Responsibilities<ul> <li>Enhances field productivity and profitability by partnering with financial advisors to help them build and grow integrated planning practices.</li> <li>Provides in-depth consultation and support to advisors on financial planning, sales processes, products and implementation.</li> <li>Identifies and develops best practices, tools, training and resources needed to introduce successful financial planning services to the field.</li> <li>Leads projects to enhance centralized service models; drive adoption of Northwestern Mutual's planning and investment philosophies; and support the growth of integrated advisors in the field.</li> <li>Supports workflow refinement, team development and change management in alignment with Northwestern Mutual's evolving distribution strategy.</li> <li>Consults with advisor on financial planning, product options, suitability, and investment concepts and strategies.</li> <li>Analyzes clients' financial goals, current situation and portfolio. Thoroughly documents case notes and thought process for recommendations presented to advisors. Develops appropriate recommendation options to meet client needs, risk profile, time horizon and preferences.</li> <li>Coaches on the presentation of financial plans, investment cases and successful client presentation including handling client objections.</li> <li>Leads projects to enhance the program to increase alignment with planning, integrate investments and increase productivity in field offices. This includes development of tools, training and other materials needed to introduce and expand planning related services.</li> <li>Leads training and education through designing, planning, coordinating and presenting at on topics including program administration, financial planning, investments, technology and workflow.</li> <li>Analyzes workflows and business opportunities to address program implementation obstacles and define centralized planning services to enhance retention and productivity of financial representatives and field offices.</li> <li>Other responsibilities may be assigned as necessary.</li> </ul>Qualifications<ul> <li>Bachelor's degree in business, finance or related field.</li> <li>Series 7 License required.</li> <li>Minimum 3-5 years of financial services experience including both brokerage and advisory investment platforms with demonstrated investment knowledge and understanding of markets, products, platforms and services.</li> <li>Ability to assess client financial situations and analyze portfolios to develop and implement comprehensive plans aligned with client goals.</li> <li>Confidence in counseling representatives on a variety of proactive approaches and solutions.</li> <li>Strong analytical skills, problem solving, attention to detail and accuracy.</li> <li>Strong consultation, organizational and communication skills including ability to establish rapport at all levels of the organization.</li> <li>High degree of self-motivation with leadership and initiative in sharing information, contributing towards group goals and accepting responsibility for results.</li> <li>3 years as a financial planner, investment sales producer, or CFP preferred. Ability to travel as needed.</li> </ul>This position has been classified as a Registered Representative under NMIS guidelines and requires fingerprinting.Required Certifications:Series 7 - FINRA, SIE - FINRA Compensation Range: Pay Range - Start:$75,180.00Pay Range - End:$139,620.00Northwestern 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 <a href="http://careers.northwesternmutual.com/media/aeqlexgx/paytransparencyguide.pdf" target="_blank">here</a> for additional information relating to location-based pay structures.<h2>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! </h2>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 <a href="http://careers.northwesternmutual.com/pay-transparency/" target="_blank">here</a> for information pertaining to compensation and benefits.

Financial Planning Business Consultant

<h2>At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference.</h2> Life Insurance Signature / Authority Limits 5M Signature / 7.5M Authority Job SummaryBuilds relationships with Financial Advisors and internal partners. Develops the skills necessary to successfully underwrite Life, Disability, and/or Long-term Care insurance policies in an inclusive and fast-paced environment ensuring all quality, service and production goals are met. Primary Duties &amp; Responsibilities<ul> <li>Field &amp; Client Experience.</li> <li>​Responsible for credible and effective relations and communication with field and customer to include responding to case appeals/inquiries and assists with placing business.</li> <li>Provides guidance and assistance to the Northwestern Mutual Financial Network and Financial Representatives regarding case underwriting and risk appraisal.</li> <li>Responsible for prescreen inquiries.</li> </ul> Underwriting<ul> <li>Responsible for the analysis and appraisal of a broad range of insurance applications; approves, classifies, or declines applications for various ages and policy amounts with occasional guidance, as needed.​</li> <li>Uses advanced UW knowledge and expertise to provide the appropriate level of underwriting skill and mentoring to UWs​.</li> <li>Uses advanced skills to review applications and adheres to underwriting standards.​</li> <li>Solves complex problems and escalations.</li> <li>Advanced level of experience with NM product types and changes</li> <li>Models change agility while maintaining mortality and morbidity expectations.</li> <li>Demonstrates continuous learning through the early adoption of new ways of underwriting.</li> <li>Proficient with Reinsurance programs and able to determine where to best place a case.</li> <li>Underwrites applications, maintaining industry-leading mortality and morbidity giving the best possible offer that can be made.</li> <li>Provides active case and requirement management and provides customized service with guidance.</li> <li>Demonstrates advanced ability to communicate &amp; negotiate with Field Partners to explain modified or declined decisions &amp; assist in policy placement.</li> <li>Provides advanced financial, medical, and lay underwriting assessments and offers innovative solutions to keep Northwestern Mutual as the choice of our customers.</li> <li>Actively utilizes the most effective means to obtain the necessary information, including Internet searches, direct contact with the insured, and communication with third party advisors (Accountants, Attorneys, etc.)</li> <li>Collaborates with medical directors and technical staff.</li> <li>Responsible for adherence to procedures and regulatory processes​.</li> <li>Understands and meets all quality, service, and production goals​.</li> <li>Partners with Underwriting Support for case management.</li> <li>Cross-Functional leadership.</li> <li>Subject matter expert in product process w/collaboration w/functional partners and participates in projects and department initiatives.</li> <li>Collaborates and designs P3 curriculum with L&amp;D/Tech Team​.</li> </ul> Qualifications<ul> <li>A bachelor's degree preferred or demonstrated consistent success in prior Underwriting role as evidence by satisfactory case management and quality review.</li> <li>Minimum of 5 years of underwriting experience.</li> <li>Analytical skills with an established record to make independent decisions on complex cases and apply sound judgment in the application of rules.</li> <li>Excellent written and oral communication skills with the ability to handle confidential information, exercise tact, diplomacy, and resourcefulness.</li> <li>Proficient in computer skills and using various software packages.</li> <li>Ability to work accurately while maintaining speed and flexibility in a team and independent production environment.</li> <li>A high degree of organization and the ability to establish priorities and meet deadlines.</li> <li>Demonstrated strong leadership skills and a high degree of self-motivation and initiative to lead projects or committees.</li> <li>Displays agility to manage multiple tasks​ and adapt in a changing work environment.</li> </ul> Compensation Range: Pay Range - Start:$75,180.00Pay Range - End:$139,620.00Northwestern 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 <a href="http://careers.northwesternmutual.com/media/324nae1c/paytransparencyguide.pdf" target="_blank">here</a> for additional information relating to location-based pay structures. <h2>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!</h2> 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 <a href="http://careers.northwesternmutual.com/pay-transparency/" target="_blank">here</a> for information pertaining to compensation and benefits.

Underwriting Consultant

<h2>At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference.</h2> Life Insurance Signature / Authority Limits 1M Signature / 5M Authority. <ul><li>PLEASE NOTE: ONLY APPLICANTS WITH INDIVIDUAL LIFE UNDERWRITING EXPERIENCE WILL BE CONSIDERED FOR THIS ROLE.</li></ul> Job Summary Builds relationships with Financial Advisors and internal partners. Develops the skills necessary to successfully underwrite Life, Disability, and/or Long-term Care insurance policies in an inclusive and fast-paced environment ensuring all quality, service and production goals are met. Primary Duties &amp; Responsibilities: Field &amp; Client Experience <ul> <li>​Responsible for credible and effective relations and communication with field and customer to include responding to case appeals/inquiries and assists with placing business. </li> <li>Provides guidance and assistance to the Northwestern Mutual Financial Network and Financial Representatives regarding case underwriting and risk appraisal </li> </ul> <ul><li>Responsible for prescreen inquiries. </li></ul> Underwriting <ul> <li>Responsible for the analysis and appraisal of a broad range of insurance applications; approves, classifies, or declines applications for various ages and policy amounts with guidance, as needed.​ </li> <li>Independently reviews applications and adheres to underwriting standards and demonstrates an intermediate level of experience with NM product types and changes. ​ </li> </ul> <ul> <li>Develops and demonstrates change agility while maintaining mortality and morbidity expectations. ​ </li> <li>Demonstrates continuous learning through the early adoption of new ways of underwriting. ​ </li> <li>Develops proficiency with Reinsurance programs and determining where to best place a case. </li> <li>Underwrites applications, maintaining industry-leading mortality and morbidity giving the best possible offer that can be made. Provides active case and requirement management and provides customized service with guidance. ​ </li> <li>Communicates &amp; negotiates with Field Partners to explain modified or declined decisions &amp; assist in policy placement. ​ </li> </ul><ul> <li>Develops proficiency in financial, medical, and lay underwriting assessments and provides innovations solutions to keep Northwestern Mutual as the choice of our customers. </li> <li>Actively utilizes the most effective means to obtain the necessary information, including digital health data, Internet searches, direct contact with the insured, and communication with third party advisors (Accountants, Attorneys, etc.) with limited guidance. </li> <li>Discusses cases with peer reviewers with medical and technical staff, as needed. ​ </li> <li>Understands and meets all quality, service, and production goals​. </li> <li>Solves issues &amp; escalations, with guidance as needed. ​ </li> </ul> <ul><li>Partners with Underwriting Support for case management </li></ul> Cross-functional leadership <ul><li>May serve as underwriting representative for improvement in product process w/collaboration w/functional partners. ​Participates in other projects as needed. </li></ul> Qualifications <ul> <li>A bachelor's degree preferred or equivalent combination of education and experience. </li> <li>1.5 years of traditional underwriting experience. </li> <li>Analytical skills with the ability to make independent decisions and apply sound judgment in the application of rules. </li> <li>Excellent written and oral communication skills with the ability to handle confidential information, exercise tact, diplomacy, and resourcefulness. </li> </ul> <ul> <li>Proficient in computer skills and using various software packages. </li> <li>Ability to work accurately while maintaining speed and flexibility in a team and independent production environment. </li> <li>Highly organized with the ability to establish priorities and meet deadlines. </li> <li>Displays agility to manage multiple tasks​ and adapt in a changing work environment. </li> </ul> Compensation Range: Pay Range - Start:$59,150.00Pay Range - End:$109,850.00Northwestern 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 <a href="http://careers.northwesternmutual.com/media/324nae1c/paytransparencyguide.pdf" target="_blank">here</a> for additional information relating to location-based pay structures. <h2>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!</h2> 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 <a href="http://careers.northwesternmutual.com/pay-transparency/" target="_blank">here</a> for information pertaining to compensation and benefits.

Life Underwriting Sr Specialist - Remote

**GET MORE OUT OF YOUR CAREER** Choose a career where changing someone else’s life for the better is also life-changing for you – personally, professionally, and financially. **FINANCIAL PLANNING WITH NORTHWESTERN MUTUAL** Are you looking for more fulfillment from your career? Are you starting to think about a job change? Now’s the time to consider Northwestern Mutual. Our financial professionals help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow and provide the financial tools and support to help them get there. Sounds exciting and scary all at the same time? Don’t worry, we don’t expect you to know everything on day one. That’s why you’ll receive in-depth training and partner with industry experts until you’re ready to do it on your own. **THIS CAREER OFFERS YOU:** The ability to positively impact someone else's life. Personalized mentoring and award-winning training. Backing by Northwestern Mutual, an industry leader with a proven track record of success. **CAN YOU SEE YOURSELF HELPING OTHERS REACH THEIR FINANCIAL GOALS?** Many people (50 percent) find their calling in financial services after working in other industries. Wondering if you’d be a good fit? See how many of the characteristics below match up to you: -You know how to connect with people, building personal, trusted relationships. -Financial planning is interesting to you. -You’re a driven person who’s committed to succeeding. -You’re ready to earn more for your hard work. -You enjoy helping people make more informed, confident decisions. -You're ready to live the life you want, both personally and professionally. **A CAREER WITH ENDLESS OPPORTUNITIES** This career is performance based but also includes stipends and bonuses. It allows you to control what you would want to earn at any given time in your career. To give you an idea, our financial professionals are making on average about $70,000 in their first year, and there is potential for much more. What’s the catch? The first years can be tough as you’re learning the business. But the trade-off is that you get to define what success looks like. **INCOME GROWTH OPPORTUNITY:** **Compensation: Network Office Top Producers** - Top 10% Network Representative Gross Revenue $957,893 - Top 25% Network Representative Gross Revenue $634,777 - Average Network Representative Gross Revenue $233,126 **Network Representatives with one to four years experience** - Top 10% Network Representative Gross Revenue $276,215 - Top 25% Network Representative Gross Revenue $182,409 - Average Network Representative Gross Revenue $81,773 **Beyond income, you'll also have access to a comprehensive benefits package:** -Comprehensive medical insurance -Two pension plans -Life and disability insurance -Health care and dependent care reimbursement accounts -Reimbursement for licensing and ongoing education **We want people with different backgrounds and work experience**, including but not limited to: financial services, business development, hospitality, banking, sales, marketing, management, educators, athletics, legal, communications, real estate, entrepreneurs, military veterans, and community influencers. We hope you have a Bachelor of Arts or Science degree from a four-year college or university. It’s also a plus if you have strong interpersonal skills, grit, motivation, and are a self-starter. **Qualifications:** All Majors welcome to apply/Bachelor's Degree. ***** Financial Representative | Financial Advisor | Wealth Management Advisor \*\*\*** **About Northwestern Mutual:** At Northwestern Mutual we believe that everyone deserves to ‘spend their lives living’ and that a strong financial plan is a cornerstone for ensuring that reality! Financial security is not just something that happens in retirement but is an enabler for our clients to spend their life living! Our teams of financial advisors across the nation embody these beliefs and are committed to helping clients reach their financial goals. With over 50% of Americans citing that their financial planning needs improvement, a career with Northwestern Mutual provides abundant opportunities to serve this growing need! Recognized by FORTUNE as one of the "World's Most Admired" companies, Northwestern Mutual has been among the leaders in the financial services industry for nearly 160 years and has a proven track record of financial success. Job Types: Full-time, Contract Pay: $75,000.00 - $180,000.00 per year Benefits: - 401(k) - Dental insurance - Flexible schedule - Health insurance - Life insurance - Tuition reimbursement - Vision insurance Education: - Associate (Required) Work Location: In person

6 Northwestern Mutual Jobs