Northwestern Mutual · 7 hours ago
Contracting and Licensing Coordinator
Seattle, WA
Full-time
Onsite
New Grad, Entry LevelNorthwestern Mutual is seeking a Contracting and Licensing Coordinator to act as a liaison between various stakeholders throughout the contracting, licensing, and registration processes. The role involves overseeing the onboarding process for new financial representatives and maintaining recordkeeping for contracting and registration activities.
AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
Hiring Manager
Rachael Prince
Responsibilities
Act as liaison between the stakeholders within Network Office, District Offices and Home Office throughout the entire contracting, licensing, and registration processes
Oversee the onboarding process for new financial representatives, associate financial representatives and staff who have accepted an offer while facilitating collaboration and communication between stakeholders within Network, District and Home Offices
Oversee recordkeeping for the contracting of new financial representatives and staff, contract changes for existing financial representatives and staff, and the termination of financial representatives and staff within the Network Office, District Offices and Ensembles
Oversee the NMIS (Northwestern Mutual Investment Services) Registration process for new and existing financial representatives, associate financial representatives and staff within the Network Office, District Offices and Ensembles
Assist new and existing financial representatives and staff in obtaining study materials for investment licenses (SIE, S7, S6 and S63)
Assist new and existing financial representatives in obtaining resident, non-resident, and license transfers
Maintains confidentiality throughout all processes
Utilize a variety of applications to administer, input, track, and follow-up on requirements for contracting, licensing or registration of individuals
Distribute information on the technical requirements of the contracting, licensing, and registration process to stakeholders
Qualification
Required
Act as liaison between the stakeholders within Network Office, District Offices and Home Office throughout the entire contracting, licensing, and registration processes
Oversee the onboarding process for new financial representatives, associate financial representatives and staff who have accepted an offer while facilitating collaboration and communication between stakeholders within Network, District and Home Offices
Oversee recordkeeping for the contracting of new financial representatives and staff, contract changes for existing financial representatives and staff, and the termination of financial representatives and staff within the Network Office, District Offices and Ensembles
Oversee the NMIS (Northwestern Mutual Investment Services) Registration process for new and existing financial representatives, associate financial representatives and staff within the Network Office, District Offices and Ensembles
Assist new and existing financial representatives and staff in obtaining study materials for investment licenses (SIE, S7, S6 and S63)
Assist new and existing financial representatives in obtaining resident, non-resident, and license transfers
Maintains confidentiality throughout all processes
Utilize a variety of applications to administer, input, track, and follow-up on requirements for contracting, licensing or registration of individuals
Distribute information on the technical requirements of the contracting, licensing, and registration process to stakeholders
Company
Northwestern Mutual
Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments.
Founded in 1857
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Timothy Gerend
Chairman, President and CEO
Phil Odella
COO/CFO
Recent News
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