As a Sales Consulting Lead, you play a critical role in driving sales results through proactive outreach, advanced relationship management, training delivery, and strategic field engagement in partnership with our in-field Sales Professionals. You bring expert-level knowledge of risk products and their application across diverse client needs and advisor practices. In this senior role, you mentor peers, influence sales strategy, and lead complex engagements that contribute to growth in premium, new clients, and product adoption. You partner closely with field leadership, Field Growth and Engagement, and internal stakeholders to execute targeted campaigns, deepen advisor commitment, and differentiate Northwestern Mutual's offerings in a competitive market.
Primary Duties & Responsibilities:
- Lead by example through proactive field engagement, advanced consultative selling, and consistent execution of sales tactics that drive advisor growth and product placement.
- Act as a strategic partner to external wholesalers, jointly managing complex advisor relationships and aligning efforts to maximize impact across the territory.
- Provide mentorship and support to fellow Sales Consultants, sharing best practices, onboarding new team members, and contributing to team-wide learning initiatives.
- Deliver high-impact training and field consultation that demonstrates expert-level product knowledge, proposal execution, and positioning strategies aligned to advisor needs.
- Independently analyze performance metrics, territory trends, and advisor engagement to identify growth opportunities and optimize sales activity.
- Cultivate deep, influential relationships with advisors and field leadership, positioning yourself as a trusted business partner in planning and product conversations.
- Maintain expert understanding of risk products, competitive landscape, and market dynamics to anticipate advisor challenges and proactively offer solutions.
- Collaborate effectively across departments to influence internal processes, improve advisor experience, and drive business results through shared accountability.
- Travel: 5-10%
Qualifications:
- Bachelor's degree in business, finance, marketing, or a related field preferred.
- Minimum of 8 years of experience in a financial sales environment, with a proven track record of driving sales through consultative engagement and strategic execution.
- FINRA Series 6 required.
- Deep expertise in financial services products and solutions, with the ability to translate complex planning scenarios into actionable product strategies.
- Demonstrated success in mentoring peers, leading initiatives, and contributing to team-wide performance and development.
- Exceptional ability to consult with advisors and field leaders on advanced planning cases, positioning solutions that address diverse client needs.
- Skilled in analyzing sales data, identifying trends, and adjusting territory or campaign tactics accordingly.
- Strong communication, collaboration, and interpersonal skills with the ability to influence both internal stakeholders and external partners.
- Familiarity with CRM and analytics tools (e.g., Field Relationship Management, Insights, PowerBi) to manage engagement and track outcomes.
- Confident and polished presenter, effective across individual consultations, team training, and advisor-facing engagements.
- Professional designations such as CLU, ChFC, CFP, CFA, CASL, or MSFS strongly preferred.
Compensation Range:
Pay Range - Start:
$92,750.00
Pay Range - End:
$172,250.00
Geographic Specific Pay Structure:
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.
Job Posting End Date:
The timeline for this job posting may be shortened or extended based on organizational needs.
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Nor t hwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. 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
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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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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.
