Investment Client Srvcs Rep (NRF) at Northwestern Mutual

Franklin, Wisconsin, United States

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Not SpecifiedCompensation

Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Insurance, InvestmentsIndustries

Requirements

Ability to work a hybrid schedule - 3 days onsite in Franklin, 2 days remote
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
Classified as an Associated Person under NMIS guidelines (requires fingerprinting and completion of required form); Non-Registered Fingerprinted - FINRA

Responsibilities

Delivers a personalized and remarkable experience for clients by answering questions, providing servicing options, and helping with products or services in a call center environment
Resolves inquiries and transactions from Financial Reps and clients on basic and intermediate (semi-complex) level calls and transactions in a registered area, while learning to become proficient in complex work
Researches and evaluates possible solutions to complex problems, identifying root cause and some deviations from procedures
Takes ownership of calls and anticipates future issues to avoid repeat calls and unnecessary call transfers
De-escalates client experience situations effectively while guiding clients through complex and unique inquiries
Serves as a trusted advocate for Financial Representatives and partners with them to meet client needs
Embraces new technology and serves as an advocate for website and self-service capabilities by educating clients and field
Understands risks and impacts that transactions have 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 professional relationships with 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

Skills

Customer Service

Call Center

Investment Products

VUL

Transaction Processing

Issue Resolution

De-escalation

Confidentiality

Financial Transactions

Hybrid Schedule

Northwestern Mutual

Provides financial security services, and wealth management

About Northwestern Mutual

Northwestern Mutual offers personalized financial planning, life insurance, and investment services, leveraging leading-edge technology to manage over $125 billion in client assets for more than 4.5 million clients.

Milwaukee, WisconsinHeadquarters

1856Year Founded

N/ACompany Stage

Consulting, Fintech, Financial ServicesIndustries

10,001+Employees

Benefits

Growing your Career

Compensation & Time Off

Insurance plans

Health Savings Account

Wellness programs & resources

401(k) plan and cash balance contributions

Risks

Fintech platforms like Carefull challenge traditional financial advisory services.

Internal competition may arise from Wellthi's focus on the Black community.

Customer dissatisfaction may grow due to increased retirement age expectations.

Differentiation

Northwestern Mutual maintains the highest financial strength ratings in the industry.

The company launched 'The Great Realization' campaign to refocus customer priorities.

Northwestern Mutual offers a unique Long-Term Advantage product with life insurance benefits.

Upsides

The aging population increases demand for retirement planning and long-term care solutions.

Partnerships with tech firms enhance Northwestern Mutual's data analytics capabilities.

Digital transformation in insurance leads to more personalized customer experiences.

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