Full-Time
Customer Service Representative
Multiple Teams
Posted on 7/4/2025
Northwestern Mutual
10,001+ employees
Mutual insurance and financial planning
Compensation Overview
$21.35 - $32.02/hr
Company Historically Provides H1B Sponsorship
Remote in USA
Remote
US Top Secret Clearance Required
 Customer Experience & Support (2) |
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- 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
- 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.
Northwestern Mutual provides financial planning, insurance, and investment services as a mutual company owned by policyholders. It offers life, disability, and long-term care insurance plus investment products and wealth management, with financial advisors crafting personalized plans for retirement, estate, and wealth goals. The company differentiates itself through policyholder ownership that aligns interests with clients and a focus on long-term advisory relationships beyond insurance. Its goal is to help clients achieve financial security and growth through a long-term financial partnership.
Company Size
10,001+
Company Stage
N/A
Total Funding
N/A
Headquarters
Milwaukee, Wisconsin
Founded
1856
Simplify's Take
What believers are saying
- $400 billion retail investment assets fuel cross-selling of wealth management products.
- Nearly $2.5 billion monthly cash flow supports acquisitions into alternative investments.
- Scholarships and $3 million housing pledges boost brand loyalty among younger generations.
What critics are saying
- NAIC PBR 2.0 drains $3-5 billion surplus from $50 billion LTC book by June 2026.
- Quantum breaches crack symmetric encryption on $400 billion assets by 2028, sparking lawsuits.
- SEC Reg BI fines exceed $500 million against 8,000 advisors for annuity cross-selling in 2026.
What makes Northwestern Mutual unique
- Mutual structure delivers record $9.2 billion 2026 dividend payout to policyholders.
- 8,000 full-time advisors enable personalized financial planning for long-term client relationships.
- $2.5 trillion death benefits in force cement largest U.S. individual life insurer position.
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Benefits
Growing your Career
Compensation & Time Off
Insurance plans
Health Savings Account
Wellness programs & resources
401(k) plan and cash balance contributions
Company News
Northwestern Mutual has committed more than $3 million over three years to construct over 90 affordable homes in Milwaukee's Amani neighbourhood. The investment supports the company's goal of completing 500 affordable homes in Milwaukee by 2030. The funding is part of the City of Milwaukee's 2026 "Year of Housing" initiative and involves partnerships with Dominican Center, Amani United, Community Development Alliance, Milwaukee Habitat for Humanity and other local organisations. In Amani, where over 64% of homes were built before 1940 and only 32% of residents own homes, the project aims to expand homeownership and economic advancement. Since 2020, Northwestern Mutual has provided more than $10 million in housing grants across Milwaukee, supporting new construction, repairs, counselling and food access.
Northwestern Mutual has been ranked sixth among the nation's independent broker-dealers by Financial Advisor magazine, maintaining its streak of top-10 placements for over a decade. The company's gross revenue reached nearly $3.5 billion at the end of 2025, up more than 15% year-over-year. Client assets under management now exceed $400 billion, whilst wealth sales increased more than 18% year-over-year, marking the third consecutive record high. The company's advisor network has grown to over 8,000 full-time advisors and 11,500 team members. In 2025, Northwestern Mutual added over 3,400 new financial representatives in a record recruiting year. The company, which has been operating for more than 165 years, manages more than $780 billion in total assets and serves over five million people.
Sabina Khoja, a financial advisor with over a decade of experience, has been appointed managing director at Northwestern Mutual, marking a significant milestone in an industry where women remain vastly underrepresented in leadership. Khoja began her career directly out of college, an exceptionally uncommon pathway among financial services leaders. The appointment follows ten years of consistent performance and practice growth, including recognition through a Forbes-ranked advisory practice. In her new role, Khoja will formally grow and lead a team of advisors, focusing on mentorship and expanding access to financial services in underserved markets whilst developing Northwestern Mutual's Atlanta district presence. Research shows women represent a small percentage of financial advisors, with fewer still remaining beyond ten years or reaching leadership positions.
Northwestern Mutual announced that 23 of its financial advisors were included in Barron's Top 1,500 list, representing a 35% increase from 2025. The prestigious, data-driven ranking evaluates advisors on assets, revenue, growth, client retention, experience and regulatory records. The company's field force has grown to more than 8,000 full-time advisors, the largest in its nearly 170-year history. In 2025, Northwestern Mutual recruited over 3,400 new financial representatives, marking its 14th consecutive year of growing veteran advisor numbers. Northwestern Mutual manages more than $780 billion in total assets and delivers financial security to over five million people through insurance, annuities and investment services. The company ranked 109 on the 2025 Fortune 500 list.
Northwestern Mutual has announced record 2025 financial results, with revenue exceeding $40 billion for the first time and operating gain surpassing $10 billion. The company's total surplus grew by over $2 billion to exceed $42 billion, driven by strong investment performance and business fundamentals. The Milwaukee-based financial services company declared a record dividend payout of $9.2 billion for 2026, marking a $2.4 billion increase over three years. Northwestern Mutual maintained its position as the largest direct provider of individual life insurance, with nearly $2.5 trillion in death benefits in force. Retail investment client assets reached an all-time high, eclipsing $400 billion. The company's network of financial advisors grew to a record 8,000 full-time advisors. Northwestern Mutual has earned elite financial strength ratings from all four major ratings agencies for 35 consecutive years.