As an Investment Sales Consultant, you will serve as a trusted coach and subject matter expert for Northwestern Mutual’s financial advisors. Through one-on-one consultations, group trainings, and webinars, you’ll help advisors navigate complex investment and financial planning scenarios, select the right product solutions, and confidently close for their clients.
Primary Duties & Responsibilities
Advisor Coaching & Consultation
- Serve as a go-to investment product expert for financial advisors through inbound phone consultations, scheduled deep-dive sessions, webinars, and in-person meetings at Network Offices.
- Consult on complex financial planning scenarios, guiding advisors through product selection, tax considerations, competitive positioning, and client-specific circumstances to reach the best solution.
- Connect the dots between tax rules, product features, competitor positioning, and financial planning best practices to help advisors confidently guide their clients to the right solution.
Training & Presentation
- Deliver impactful training on investment products, markets, sales concepts, and planning topics to advanced audiences, including field leadership and senior management.
- Serve as a featured speaker at home office and Network Office events on planning, product strategy, and market trends.
- Create training content that builds product awareness, advisor conviction, and practical sales skills.
Product Analysis & Guidance
- Analyze prospect statements and competitors’ products to provide clear, actionable guidance to advisors.
- Provide strategic advice on taxes, retirement planning, investments, and educational planning aligned with clients’ financial goals.
- Cover the full consulting scope: annuities, brokerage, advisory, alternatives, trust, cash management, IRAs, education savings plans, and retirement plans.
Collaboration & Innovation
- Work across departments to align with organizational goals by contributing to high-impact projects and serving as a liaison for various regions, product areas, and market segment teams.
- Bring fresh ideas by combining product knowledge, sales strategy, and technology to continuously improve how we support advisors.
- Contribute insights from your advisor interactions to help improve products, sales processes, and support strategy over time.
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Are you interested in this position?
Apply by clicking on the “Apply Now” button below!
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