Northwestern Mutual · 1 day ago
Sales Execution Team / Operations Coordinator
Bloomington, IL
Full-time
Onsite
New Grad, Entry Level
$42K/yr - $52K/yrNorthwestern Mutual is dedicated to helping individuals achieve their potential in life. The Sales Execution Team Member and Operations Coordinator role involves providing essential support to Financial Advisors in their early careers, enhancing productivity and client engagement through various administrative and operational tasks.
AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
Hiring Manager
Samantha Paulus
Responsibilities
Report to our Director of New Rep Development
Conduct weekly one-on-one meetings with all Financial Representatives supported
Keep a daily updated underwriting log for each advisor to which you are assigned
Participate in development team meetings to disseminate and gather information for the betterment of the reps and the office
Input information into our Client Relationship Management system
Manage the underwriting process which includes collective and providing requested documentation and collaborating with prospective clients, advisors and Home Office
Upon policy approval, update underwriting spreadsheet and make FR aware policy ready for delivery
Answer basic policy owner/policy benefit questions
Complete Policy Owner Services (POS) requested by advisors
Front desk reception – open and close the office daily
Greet colleagues and visitors and make them feel welcome
Process, log, and deposit incoming mail/checks, deliver necessary mail to FedEx
Assist full time and college Financial Representatives with onboarding and general Q&A
Coordinate office meetings and luncheons
Keep reception and common office areas safe, clean, and organized
Maintain inventory and order office supplies as needed
Answer the office telephone and transfer calls to the appropriate party
Perform office duties such as data entry, copying, scanning, and distribution of documents
Complete and/or assist with projects as assigned by the Director of Operations
Cross-train in other support roles
Qualification
Required
IL Life and Health Producer Licenses, or agreement to obtain within the first month
Basic computer and Microsoft Office experience
Customer service experience
Ability to manage detailed work with high degree of accuracy
Excellent people skills
Experience in problem-solving
Elevated level of organizational skills
Excellent written and oral communication skills
Professional office skills
Ability to maintain highest level of confidentiality and work with confidential material
Ability to take independent action to make sound decisions
Ability to multi-task
Ability to be flexible and open-minded
Ability to collaborate effectively with people at all levels
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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