Sales Execution Team Coordinator

Job Description

A career with Northwestern Mutual – Park Avenue brings mutual success. When you bring your talent, hard work, and commitment to excellence, we offer the training, mentorship, and resources to help you achieve your vision and discover your potential. Our Financial Advisors help clients reach their goals by developing and implementing financial plans to show them where they are today, plan where they want to go tomorrow, and provide the financial tools and support to help get them there. Our Network Office team supports those Advisors and provides the critical systems & resources needed for them to achieve their entrepreneurial dream.

The Insurance Sales Associate provides all aspects of sales and administrative support to Financial Representatives, ensuring they're focused on revenue generating activities. Ongoing support to continue to build their business will also be provided.

Responsibilities

Administrative Support

• Manage the Financial Representative CRM database (Microsoft Dynamics).
• Run reporting, illustrations, policy changes, & other service requests.
• Manage client communications & electronic signatures through DocuSign.

New Business Support

• Pre-fill client applications & coordinate completion of Medical History Questionnaires.
• Submit applications & corresponding documents to the corporate Home Office.
• Track application status to ensure all deadlines & outstanding requirements are completed.
• Send in required supplemental documents to the corporate Underwriting Team.
• Schedule client medical exams & coordinate with servicing Financial Representative.
• Coordinate with Financial Representatives to help usher the Client through the Underwriting process, including HIPPA requests.
• Track underwriting status to ensure all deadlines & outstanding requirements are completed.
• Ensure cases are Commission Authorized in a timely manner.

Other Duties

• Submit case prep/planning work requests to the Financial Planning team.
• Coordinate with the Financial Planning Associate to ensure all closing meeting materials are prepared in a timely manner.
• Coordinate opening of Investment Accounts in NetX360 with the Investment Operations team.
• Serve as the back-up to our Client Relationship Center.

Qualifications

• 1-4 years of experience in Sales Support/Financial Services.
• Life, Accident & Health Licensed (or completed within 90 days of hire).
• Must be quality focused, detail oriented and able to prioritize requests to meet shifting deadlines.
• Strong computer and keyboarding skills and Microsoft Office experience.
• Strong verbal and written communication skills. Must be able to communicate with all levels of management.
• Ability to maintain a high degree of confidentiality.

About Northwestern Mutual

Northwestern Mutual has been helping families and businesses achieve financial security for over 165 years. Through a distinctive, whole-picture planning approach including both insurance and investments, we empower people to be financially confident. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients.

With $309 billion in assets, $31.1 billion in revenues, and more than $2 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.75 million people who rely on us for life, disability income and long-term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions. The company holds more than $200 billion of client assets as a part of its wealth management and investment services.