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    Associate Financial Representative - New York, United States - Northwestern Mutual - Park Ave

    Northwestern Mutual - Park Ave
    Northwestern Mutual - Park Ave New York, United States

    3 weeks ago

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    Description

    Job Description

    Job DescriptionSalary: $22.50 per Hour

    Looking for a full-time employee to work with an experienced Investment Specialist in running the day to day operations of the advisory practice. The ideal candidate is detail oriented & proactive. He or she is able to work independently, has a growth mindset, and is committed to ongoing learning and development. Financial Industry experience is preferred, but not required.

    Qualifications

    • Financial Service or Insurance industry experience preferred
    • Familiarity with Microsoft applications and data entry and information retrieval software
    • Demonstrated ability to maintain effective working relationships with clients
    • Excellent oral and written communication skills
    • Able to practice active listening and communicate in a direct manner
    • Strong attention to detail with the ability to work with a high degree of accuracy
    • Willingness to learn
    • Ability to embrace change and work in a fast-paced environment
    • Able to work both independently and on a team
    • Ability to maintain confidentiality

    Job Duties Include:

    • Calendar Management (calling existing clients and/or emailing with them to set appointments).
    • Answering my office phone and servicing clients requests for information on their investments or setting a callback time for me to address requests personally
    • Logging sales and tracking commissions
    • Entering CRM case notes on new sales as well as all of my client reviews
    • Managing emails, making sure they are all answered in a timely fashion and typing out dictated emails
    • New account openings. Gathering new client info via phone and then preparing/ submitting all required paperwork
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