Northwestern Mutual · 7 hours ago
FINRA (6/63 or 7/63) Customer Service Representative - REMOTE Nationwide
United States
Full-time
Remote
Entry, Mid Level
$21.35/hr - $32.02/hr
2+ years expNorthwestern Mutual is a company that puts clients' interests at the center of all they do. They are seeking a Customer Service Representative who will deliver exceptional client experiences by addressing inquiries and providing service options in a call center environment.
AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
Responsibilities
Delivers a personalized and remarkable experience for our clients by answering their questions, providing servicing options and helping them with their products or services in a call center environment
Proficient at resolving inquiries and transactions from Financial Reps and clients on basic and intermediate (semi-complex) level calls and transactions in a registered area and is learning to become proficient in complex work
Researches and evaluates possible solutions to complex problems that requires identifying root cause and some deviations from procedures
Takes ownerships of calls and anticipates future issues to avoid repeat calls and unnecessary call transfers
Ability to de-escalate client experience situations effectively while guiding clients through complex and unique inquiries
Serves as a trusted advocate for our Financial Representatives and partners with them to meet the needs of our clients
Embraces new technology and serves as an advocate for website and self-service capabilities by educating clients and field. Understands risks and impacts that the transaction has on the client or policy
Understands how systems connect to processes and outcomes
Drives change and embraces continuous improvement by creating processes and provisions to accommodate change
Fosters a professional relationship with our clients to enhance brand loyalty
Handles phone and transactional responsibilities while adhering to strict confidentiality and privacy standards
Adept at shifting work priorities to meet the needs of the business and customer demand
Qualification
Required
Associates degree in business or related field or equivalent combination of education and experience
Minimum of 2 years related customer service experience with proven customer service skills
Advanced understanding of Investment or Income markets or products (i.e. VA, VL, VUL Retirement or Business markets)
A basic understanding of tax implications
Advanced written and verbal communication skills
Ability to multi-task and handle high volume of calls/case load with the greatest possible degree of accuracy
Strong organization skills with the ability to prioritize tasks
A strong desire to continuously learn and improve
Strong problem-solving skills and ability to provide options
Demonstrated computer experience with solid keyboarding skills and proficiency with current software packages
Benefits
Flexible work schedules
Concierge service
Comprehensive benefits
Employee resource groups
Company
Northwestern Mutual
Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments.
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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