At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference.
At Northwestern Mutual, we believe relationships are built on trust. That our lives and our work matter. These beliefs launched our company over 160 years ago. Today, they're just a few of the reasons why people choose to build careers at Northwestern Mutual.
We're strong and growing. In a company with such a long and storied history, this may be the most exciting and important time to be a part of Northwestern Mutual. We're strong, innovative and growing.
We invest in our people. We provide opportunities for employees to grow themselves, their career and in turn, our business.
We care. We make a positive difference in our communities. Nationally, thousands have benefitted from our support of research and programs to fight childhood cancer. Each year, our Foundation, employees and financial representatives donate time, talent and financial support to causes they're passionate about.
What you will do:
Under the general direction of the manager and specialist, administer the individual initial license and renewal process for Financial Representatives (FRs) and associate FRs; audit listings received from insurance departments for company license/appointment renewals. Accuracy and timeliness are critical to the Financial Representative's ability to continue to represent and sell NM products.
How you will do it:
Financial Representative Licensing (75%) : Analyze, evaluate, and process state insurance applications, investigate, and resolve license problems, within service goals.
Process/terminate state appointments utilizing SIRCON, State websites, RegEd and other internet tools/resources.
Obtain FR's FINRA securities status via Internet WEBCRD, registers FRs with state securities departments.
Validates pre-requisites for licensing in non-resident states which includes resident qualifications, securities registrations, and continuing education requirements. Enters data to update the NMFN database.
Inputs billing codes to ensure correct chargeback/reimbursement to the field.
Responds to calls, advising the field on license issues ranging from routine to complex. Uses reference material as a guide but must perform additional research as needed. Calls State Insurance departments for clarification.
Renewals (15%) : Receives renewed licenses that show a break in continuity and verifies whether the company appointment needs to be re-established. Communicates with the field regarding when solicitation can resume.
Team Responsibilities/Customer Service (10%) : Consistently meets divisional service level goals and performs well in a team environment. Shares knowledge in team meetings and identifies process improvements.
As business needs dictate, aids with other job functions throughout CLR and participates in special projects. This includes but is not limited to providing back-up support to divisional team members during vacation and/or high-volume work periods.
Provides a high level of customer service to internal and external customers. Via telephone and e-mail, facilitates the license process for our field customers.
Bring Your Best! What this role needs:
- High School Diploma or equivalent.
- Minimum of 2 years customer service experience in a professional environment.
- Past work experience demonstrating strong personal organization, self-motivation and follow through with the ability to multi-task and effectively identify and establish priorities.
- Proficient data entry and keyboarding skills.
- Proven ability to handle confidential information in a fast paced, high volume work environment with a high degree of accuracy.
- Strong written and verbal communication skills.
- Initiative and problem-solving skills.
- Ability to work independently or as part of a team and adapt to changing priorities.
- A track record of consistently good attendance.
Great pay package, 401K, company sponsored retirement plan, educational assistance, performance based incentive pay, medical, dental and vision insurance, parental leave, caregiver time off….and more!
This position has been classified as an Associated Person under NMIS guidelines and requires fingerprinting and completion of required form.
Required Certifications:Non-Registered Fingerprinted - FINRA
Grow your career with a best-in-class company that puts our client’s interests at the center of all we do. Get started now!
We are an equal opportunity/affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age or status as a protected veteran, or any other characteristic protected by law.
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Please note: Any wages or wage ranges listed directly on a specific job requisition or posting will supersede corresponding wage ranges listed within Pay Transparency Guide linked above.
FIND YOUR FUTURE
We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and commitment to diversity and inclusion.
Flexible work schedules
Employee resource groups