Assistant Director Corporate Markets

Profile

Assistant Director Corporate Markets

Duties: Develops and directs the strategy, goals and sales support efforts for large case sales of corporate and bank cases. Manages projects, training programs and sales promotion initiatives that promote overall growth of large case sales, as well as devising strategies that improve position in the non-qualified executive benefit and large personal insurance markets. Provides key strategic counsel and participates in new product development for corporate and estate market products. Provides advanced case training, sales advice, technical advice and marketing support to financial representatives working in the corporate and bank market while assisting the division in efforts to establish more representatives in the corporate market. Provides direction and technical support to Home Office departments, including Actuarial, Investments, New Business, and Underwriting Standards; provides back-up advanced case support in the estate market. Provides direction to Information Systems Department (IS) to create software programs needed for the sales and service of insurance in the corporate market and provides the sales and plan information needed by IS to develop, maintain and enhance the Executive Benefit software system. Responsible for vendor relationships, communication and management. Provides advanced case support for financial representatives, their clients and prospects, and third party advisors throughout the executive benefit planning process; this includes technical phone support, case analysis, executive benefit plan and product design, math- teaching illustrations, risk analysis, financial underwriting, and implementation for the complex cases. Leads the business on third-party administrators including field offices in market for due diligence and quality control. Coach and counsel other team members on complex cases consultations, including acting as the primary lead for negotiation with Actuarial, Investments, and New Business on all large cases, and particularly those that require product, risk, premium limit or procedure/process exceptions. Conducts training for the advanced markets, executive benefits, advanced planning, planning and sales and other sponsored schools and seminars; training is conducted at the Home Office and in the field. Designs and implements training schools for the executive benefit software system. Develops and implements new products and modifications to existing products for the corporate and estate markets. Consults with other Home Office departments including Actuarial, POS, IS, New Business and Underwriting Standards on new products and other special projects. Leads effort in IS to direct development, enhancement and maintenance of Executive Benefit Software Systems and, with Advanced Business Services, assists in the development, enhancement and maintenance of service support systems. Contributes to the performance management process and works to develop team members in the division.

Additional Information

Ref. JR-14097

Company info

Northwestern Mutual Life Insurance
720 East Wisconsin Avenue
Milwaukee
Wisconsin
United States 53202
Website : http://www.northwesternmutual.com/