The ideal candidate specializes in client service and will support the financial representative as he focuses on building his practice and client relationships. They will also ensures the continuation of an efficient, effective and organized office. This individual is a liaison between the network office and home office as well as the financial representative and clients. Specific responsibilities may include but are not be limited to:

SUPPORT

• Contact clients to set up annual review and follow-up meetings with representative

• Send client birthday cards and schedule birthday/age change appointments for representative

• Contact clients to confirm receipt of forms or request return of completed form and maintain current client information

MARKETING

Segmentation

• Work with the advisor to define ideal clients for each marketing segment and refine regularly

• Drive efforts to segment the overall client base to be able to effectively execute a client touch plan and drive the goals of the practice

• Develop a process to obtain client preferences and track within the client management system

Prospecting

• Maximize feed list efforts

• Determine and manage DPM strategy

• Develop a future client list of suspects that you would like to be referred to

• Create, document and drive execution of a referral process

• Identify and document existing and potential Centers of Influence (COIs), then analyze COI results and manage COI strategy

Promotion

• Manage digital presence:

 Customize advisor’s website on a regular basis to attract prospects and communicate the value proposition of the practice

 Maximize social media presence to drive engagements by posting frequently and leveraging social media campaigns

• Evaluate organizations within target market(s) for sponsorship, advertising and/or networking opportunities and monitor results of these endeavors.

Client Experience

• Build and deliver a comprehensive client touch plan and service plan to ensure client retention, additional purchases, and drive referrals

• Create positive first impressions with clients and prospects by managing client communication and ease of doing business

• Develop a marketing calendar that incorporates the right components and frequency to meet objectives

• Survey clients periodically to ensure their satisfaction and gain new insights for future planning

• Implement a client on-boarding process

• Plan and execute on opportunities for client appreciation and/or prospecting events

• Promote adoption of the client website

• Identify opportunities to leverage Northwestern Mutual’s partnerships with organizations such as the NCAA and Alex’s Lemonade Stand

In-force Marketing

• Create various product/campaign strategies within a planning approach such as term conversions, ARDI conversion, etc.

• Document and manage the term conversion and APB process

CLIENT SERVICE SUPPORT | NON-SECURITIES PRODUCTS

• Participate with the support of employing financial representative in various activities of the sales cycle for non-securities products

• Meet with clients to complete non-securities insurance related applications

QUALIFICATIONS

• Health and Life licensed or gain licensing within 6 months of employment

• Financial Service or Insurance industry experience preferred

• Associate Agent Contract required

• Experience in administrative support or customer service, preferably in the financial services and/or insurance industry

• Excellent oral and written communication skills

• Familiarity with Microsoft applications and data entry and information retrieval software

• Demonstrated organizational and time management skills and ability to multitask, set priorities and meet deadlines

• Strong attention to detail with the ability to work with a high degree of accuracy

• Ability to proactively identify what needs to be accomplished and take action as appropriate

• Has interest in learning on a continuous basis

• Ability to embrace change and work in a fast-paced environment

• Ability to work both independently and in a team

• Ability to maintain confidentiality