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Northwestern Mutual

Sells life insurance and financial advice

Client Onboarding Senior Specialist

Customer SuccessConfirmed live in the last 24 hours
Full-timeMilwaukee, WI, USANo salary listedIn-person

About the Job

Requirements

  • A bachelor's degree in business or a related field, or equivalent education and/or work experience, is required.
  • A minimum of four years of experience with designated investment products and/or services is required.
  • Analytical ability, judgment, and decision-making skills are required.
  • Excellent communication and organizational skills are required.
  • Experience leading multiple projects and assignments is required.
  • FINRA Series 7 registration is required for duties related to securities and other investment products; it must be obtained within a designated period of time.

Responsibilities

  • Provide administrative leadership, training, and mentoring within the division.
  • Assist and educate Financial Representatives regarding Investment Plans and collect non-suitability information from current or potential clients.
  • Expedite special-handling cases and negotiate resolutions that balance company and customer needs.
  • Provide subject matter expertise, lead small projects and divisional initiatives, conduct research, and recommend project-scope feasibility.
  • Serve as a subject matter expert for CL&I and RIE’s.
  • Update and maintain standard work, provide coaching and feedback to staff, and keep the MDI, APB, and IPT boards updated.
  • Lead weekly GEMBA walks and keep the process owner informed of issues affecting team processing goals.

About the Company

Northwestern Mutual

Sells life insurance and financial advice

Northwestern Mutual sells life, disability income and long-term care insurance together with investment advice and wealth management to American families and business owners. It is owned by its policyholders rather than shareholders and has paid them dividends for more than 150 consecutive years. Its financial representatives build a full financial plan for each client and then sell the policies, brokerage accounts and managed portfolios that carry it out. The company earns money from insurance premiums, advisory fees and returns on a large bond and mortgage portfolio. It was founded in 1857 in Janesville, Wisconsin, and moved two years later to Milwaukee, where it is based.

Company size
10,001+
Company stage
Not listed
Total funding
Not listed
Headquarters
Milwaukee, WI
Founded
1857

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