Associate Financial Representative - Chicago, United States - Northwestern Mutual

Northwestern Mutual

Verified Company

Chicago, United States

3 weeks ago

Posted by:

Mark Lane

beBee recruiter

Description

Are you looking for an opportunity to take your career to new heights with a rapidly expanding financial firm? NM-Chicagoland is part of a company named among the most admired in the world by Fortune, one of the best places to work by the Chicago Tribune, and Forbes 2023 America's Best Large Employers.

At NM-Chicagoland, our success depends on our ability to provide the highest level of support and solutions to our advisors and in turn, to our clients.

The position will play an integral role in supporting our financial advisors throughout the sales process and in building their businesses.

This role will help create time efficiencies that allow our advisors to focus on additional revenue generating activities.

Pay, benefits and more.

We are eager to attract the best, so we offer competitive compensation and a generous benefits package, including full health insurance (medical, dental and vision), retirement packages, maternity/paternity leave, and disability.

$45,000 - $60,000 base salary (depending on licenses, credentials, and experience). You can build your salary with continual professional development.

What you'll do on a typical day:

Oversee case notes, process correspondence, and maintain client case files
Input data, run proposals, and gather information at direction of financial representative in preparation for client/prospect meeting
Run existing clients inforce ledgers many with multiple policies
Contact clients to confirm receipt of forms or request return of completed forms and maintain current client information
Arrange medical, paramedical, and any exams necessary for underwriting
Contact and advise clients regarding nonsecurities sales and servicerelated issues
Process incoming nonsecurities related insurance service requests from clients

What you need to succeed:

At a minimum, you'll need to be:

Committed to professional development (obtaining IL Life & Health Insurance License (employer paid)
Obsessed with details, organization, and order
Trustworthy, committed to confidentiality, and show unparalleled integrity
We are proud to be an Equal Opportunity/Affirmative Action employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, creed, age, sex, disability, national origin, ancestry, ethnicity, sexual orientation, gender identity, marital status, citizenship status, veteran status, or other protected status._

Pay:
$45, $65,000.00 per year

Benefits: