Sales Execution Team

Job Description

 

About Northwestern Mutual - Nebraska

Maintaining a Nebraska presence that stretches back to 1872, Northwestern Mutual of Nebraska has helped generations of individuals and businesses with products geared toward financial security. At Northwestern Mutual we pride ourselves as being at the “CENTER” of our client’s financial lives, delivering financial security by offering long-term product value and financial strength. 

 

What separates Northwestern Mutual?

·   Financial Strength: highest ratings of any life insurer from all 4 major credit rating agencies

·   Fortune 100: Ranked #90

·   World’s Most Admired Company: recognized by Fortune (2019) as one of the “World’s Most Admired” life insurance companies

·   Omaha’s Best: Northwestern Mutual – Nebraska has won the following awards for 7 years in a row

o  #1 Financial Planning Firm: Best of Omaha (Omaha Magazine)

o  #1 Investment Firm: Omaha’s Choice Awards (Omaha World Herald)

o  #1 Financial Planning Firm: Omaha’s Choice Awards (Omaha World Herald)

Sales Support & Administrative Associate

We are seeking an out-going, professional individual who is detail-oriented, self-motivated and service-driven for a full-time position in a fast-paced, continuous learning environment. This individual will have a high amount of involvement in the sales and service support as well as some technology aspects of a Financial Representative’s business. It is recommended that this individual obtain their Life & Health license along with a Series, 6, 63 and SIE exams within the first two years of employment. This position is located in Omaha and is not remote or hybrid.

Planning Sales & Service Support

·   Pre-check applications and scan for electronic client files

·   Conducts regular one-on-one meeting with assigned representatives

·   Schedules underwriting requirements with clients and orders medical exams

·   Actively manages underwriting process and regularly follow-up on outstanding requirements

·   Prepares policy for delivery and obtain Policy Delivery Acknowledgements

·   Prepare approach, close and delivery kits

·   Process service requests from clients

·   Data input to create Financial Plans

·   Process paperwork to open new investment accounts and coordinate any initial trade activity

·   Processes account maintenance requests

·   Maintain daily bank deposits, check and order logs for Agency Supervisory review/approval

·   Process service requests including funds disbursements, account transfers

 

Administrative Support

·   Open and distribute mail and prepare outgoing Northwestern Mutual Investment Services pouch mail or overnight mail

·   Greet visitors and direct them appropriately

·   Answer, screen and record telephone calls

·   Add case notes to client management system (CRM) 

·   Create and maintain compliant electronic client files

·   Edit and maintain client management system (CRM)

·   Maintain the reception and conference room areas

·   Maintain office-use supplies and order as necessary

 

Qualifications

·   Strong organizational and time management skills with ability to set priorities and meet deadlines

·   Ability to maintain high degree of confidentiality

·   Ability to handle detailed work with a high degree of accuracy

·   Ability to take independent action and make sound decisions

·   Good written and oral communication skills

·   Good interpersonal skills

 

Location: Omaha (in office only)

 

Salary Range: $50,000-$60,000 plus incentives