Field Onboarding Senior Specialist

Posted Yesterday
Be an Early Applicant
Milwaukee, WI, USA
Hybrid
65K-113K Annually
Senior level
Fintech • Insurance • Financial Services
Start-Up Vibes with The Stability of a Fortune 100 Company.
The Role
Serve as primary onboarding contact and process expert for field partners; manage inquiries end-to-end, de-escalate conflicts, coordinate stakeholders, leverage data to identify root causes and improve onboarding processes, and drive service refinement and relationship-building across field and home office teams.
Summary Generated by Built In
About the Job
Join the Team Member Onboarding service as a Field Onboarding Senior Specialist bringing your ability to quickly build relationships, instill trust, and proactively take ownership helping new field team members navigate their onboarding experience and rapidly launch their new career.
Team Member Onboarding is a part of Operations & Planning Suite, developed via the Elevate Field Experience (EFX) effort and is part of a creating the field talent experience of the future. The Field Onboarding Senior Specialist serves as the primary point-of-contact and process expert for assigned field partners (financial reps, field leaders, network office team members) who engage in the Team Member Onboarding service to facilitate onboarding.
Responsible for expediting onboarding processes, negotiating resolutions, providing proactive field onboarding case consultation, and helping to guide financial reps and their team members regarding onboarding/launching new team members.
What You'll Do
  • Accountable for managing all inquiries and concerns raised by service subscribers, network offices/leaders, and HO business partners - from initial contact through final resolution.
  • Informs applicable stakeholders on resolution progress and coordinates communication to all involved parties.
  • De-escalates issues and conflicts while, creating, maintaining, and reestablishing, when needed, confidence in HO resources.
  • Works closely with internal business partners to identify and detail concerns and/or expectations and collaborates with them to provide exceptional service.
  • Collaborates with internal partners to track, trend, and perform root cause analysis around Team Member Onboarding service-related concerns and opportunities for ongoing service refinement/evolution.
  • Leverages data analytics to identify obstacles and continually improve operations and the field/client experience.
  • Strong understanding of our business priorities and ability to identify process or technology enhancements that will improve our network office, advisor, field team member, and home office experience.
  • Serves as a point of contact for peer and internal/external business partners. Drives for results and goal attainment; ensures fellow home office team members provide appropriate solutions to meet the needs of both our clients and field force participating in the Team Member Onboarding service.

What You'll Bring to the Role
  • Bachelor's degree in business or an equivalent combination of education and progressively responsible work experience.
  • Minimum of four years of customer service experience (Career Distribution and/or IPCS preferred)
  • Highly motivated and self-directed with the ability to manage and prioritize concurrent assignments.
  • Strong customer service skills
  • Comfortable learning new technology and tools
  • Preferred - experience working with or as part of NM field force
  • Preferred - experience building new processes/process improvement
  • Ability to build relationships, apply knowledge across complex business areas, and effectively navigate the organization to solve problems and find solutions. Deals well with ambiguity.
  • Ability to influence without authority.
  • Demonstrated ability to negotiate skillfully, resolve conflicts, and retain composure in difficult situations with both internal and external stakeholders.
  • Demonstrated problem solving through analytical ability, judgment, and decision-making skills. Focuses on the best interest of the service experience while complying with all relevant laws, regulations and policies.
  • Demonstrated interpersonal, leadership, and verbal and written communication skills.

#IN-POST
#LI-POST
This position has been classified as an Associated Person under NMIS guidelines and requires fingerprinting and completion of required form.Non-Registered Fingerprinted - FINRA
Compensation Range:
Pay Range - Start:
$65,440.00
Pay Range - End:
$98,160.00
Geographic Specific Pay Structure:
Structure 110:
$72,000.00 USD - $108,000.00 USD
Structure 115:
$75,280.00 USD - $112,920.00 USD
We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer that welcomes talented individuals of all backgrounds. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
FIND YOUR FUTURE
We're excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.
  • Flexible work schedules
  • Concierge service
  • Comprehensive benefits
  • Employee resource groups

Skills Required

  • Bachelor's degree or equivalent combination of education and experience
  • Minimum of four years of customer service experience
  • Career Distribution and/or IPCS experience
  • Associated Person classification under NMIS guidelines and fingerprinting (Non-Registered Fingerprinted - FINRA)
  • Highly motivated and self-directed with ability to manage and prioritize concurrent assignments
  • Strong customer service skills
  • Comfortable learning new technology and tools
  • Experience working with or as part of NM field force
  • Experience building new processes / process improvement
  • Ability to build relationships and navigate complex organizations to solve problems
  • Ability to influence without authority
  • Demonstrated negotiation and conflict resolution skills
  • Analytical problem solving, judgment, and decision-making skills
  • Demonstrated interpersonal, leadership, and verbal and written communication skills

What the Team is Saying

Chris
Chester

Northwestern Mutual Compensation & Benefits Highlights

  • Retirement Support Retirement benefits include both a 401(k) and a company‑funded Cash Balance plan, with age/service‑based credits and a noted additional contribution in a recent year—an uncommon pairing among large employers. This combination elevates long‑term financial security beyond typical single‑plan offerings.
  • Healthcare Strength Health coverage spans medical, dental, and vision alongside on‑site Mutual Health Centers, fitness centers or reimbursement, mental‑health support, and named condition‑management programs. This breadth indicates strong investment in preventive care, access, and overall wellbeing.
  • Parental & Family Support Paid parental leave, caregiving leave, fertility benefits via specialized partners, and adoption/surrogacy assistance (with specified reimbursements) reflect robust family support. The scope of these programs suggests meaningful backing across diverse family‑building needs.

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The Company
HQ: Milwaukee, WI
8,400 Employees
Year Founded: 1857

What We Do

You’ll Like It Here At Northwestern Mutual, we believe that our lives and our work matter. And that doing what’s right is good for everyone. We follow through by designing tech that improves the community and cultivating creative ways to make finance accessible anywhere. These guiding principles have allowed our company to grow for more than 160 years. Here, you’ll be with a team who emphasizes integrity and prioritizes security to design experiences that better everyone. You’ll work in cross functional teams to create optimal solutions that are rooted in innovative strategy and thoughtful execution. And you’re provided development tools and opportunities to become a leader all with the support of a collaborative team. You’ll be surrounded in a culture that values innovation and works to always evolve to stay ahead of trends and client needs. We are intentional in seeking out team members who will challenge us. Our employees choose us for the career opportunities, commitment to philanthropy and desire to have a meaningful impact in the lives of our clients. You have career passions and goals. We have ambition and opportunity for you to grow your future in tech. Discover today: https://careers.northwesternmutual.com/

Why Work With Us

We invest in our people. We know careers are about choices, so we provide intentional opportunity. Here you can build creative ways to make finance accessible anywhere and revolutionize traditional processes. As a mutual company, our focus is our people — whether professional development or investments in the community. 

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About our Teams

Northwestern Mutual Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

We offer a flexible, hybrid approach for our employees . Teams are in the office a few days a week and work from home the others.

Typical time on-site: Flexible
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HQMilwaukee, WI
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New York, NY
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