Northwestern Mutual
Talent Acquisition Specialist@ Northwestern Mutual
Assist The Mayeu Financial Group (MFG) in creating an excellent client experience for all clients and prospects of the firm by ensuring the execution of MFG’s client service model. Facilitate and coordinate client and prospect meetings. Work directly with clients assisting them with all their servicing needs. Assist Service Advisor(s) in developing and maintaining strong relationships with MFG Clientele. Seek to make MFG and its clientele better off through positivity, commitment, others-centeredness and growth. We seek someone who exudes positivity, bringing a pleasant and contagiously optimistic attitude to every situation while focusing on the gains and expecting good outcomes. The ideal candidate will have an endless desire for growth, taking ownership of their development by seeking opportunities for continuous improvement and demonstrating relentless forward progress. Additionally, we value an others-centered approach, characterized by a genuine drive to serve others, prioritizing the community's needs without a sense of entitlement, and willingly making sacrifices for the collective benefit. Lastly, we are looking for someone whose commitment is fueled by passion, who embraces the belief that "we are all in it together," and who perseveres through all circumstances.
About the Role Specific responsibilities include but are not limited to:
Responsibilities
Manage all incoming calls/emails from assigned households
Scheduling appts and maintaining advisor(s) calendar
Coordinating multiple advisor calendars
Ensure Client Touch plan is being executed
Number of meetings per year
Services provided
In-office client experience for assigned households
Greeting clients, ensuring they are taken care of
Post Client meeting tracking
Ensure case notes are saved within CRM
Track specific metrics from client meetings within CRM
Respond to client service requests via email/phone
Completing all risk-related service requests
Complete all investment related service items within your capabilities; task others to team for execution
Sending out requested documents to clients: statements, tax documents, etc.
Research all items that are NOT New Business or Planning
Update/maintain all client information via our Client Management System(s) CRM & Advisor Desktop/NMConnect
Preparation for weekly POD L10 Meeting
Complete pre-meeting formatting in Ninety.io
Assist with client meeting preparation
Review client file contents and ensure items are ready for meeting
Assist Advisor in day to day operations
Firefight the day to day items that arise within the POD
Remove service items from Advisor whenever possible
Track specific role metrics and priorities within Ninety.io
Maintain office and employee standards
Maintain compliance standards
Maintain adequate coverage through cross-training (operations & planning)
Sustain a positive, enthusiastic and professional office atmosphere for clients, representatives and colleagues
Qualifications
Health and Life licensed or gain licensing within 6 months of employment
Financial Service or Insurance industry experience preferred
SIE, Series 6 and Series 63 or gain within 18 months of employment
Excellent oral and written communication skills
Demonstrated organizational skills, ability to multi task and time management skills with ability to set priorities and meet deadlines
Strong attention to detail with the ability to work with a high degree of accuracy
High degree of initiativeAbility to be diplomatic
Ability to be flexible and open-minded
Ability to work in a fast-paced environment
Ability to maintain confidentiality
Alignment to Firm values: Positivity, Commitment, Others-Centered & Growth
Seniority level
Associate
Employment type
Full-time
Job function
Customer Service, Finance, and General Business
Business Consulting and Services
#J-18808-Ljbffr
About the Role Specific responsibilities include but are not limited to:
Responsibilities
Manage all incoming calls/emails from assigned households
Scheduling appts and maintaining advisor(s) calendar
Coordinating multiple advisor calendars
Ensure Client Touch plan is being executed
Number of meetings per year
Services provided
In-office client experience for assigned households
Greeting clients, ensuring they are taken care of
Post Client meeting tracking
Ensure case notes are saved within CRM
Track specific metrics from client meetings within CRM
Respond to client service requests via email/phone
Completing all risk-related service requests
Complete all investment related service items within your capabilities; task others to team for execution
Sending out requested documents to clients: statements, tax documents, etc.
Research all items that are NOT New Business or Planning
Update/maintain all client information via our Client Management System(s) CRM & Advisor Desktop/NMConnect
Preparation for weekly POD L10 Meeting
Complete pre-meeting formatting in Ninety.io
Assist with client meeting preparation
Review client file contents and ensure items are ready for meeting
Assist Advisor in day to day operations
Firefight the day to day items that arise within the POD
Remove service items from Advisor whenever possible
Track specific role metrics and priorities within Ninety.io
Maintain office and employee standards
Maintain compliance standards
Maintain adequate coverage through cross-training (operations & planning)
Sustain a positive, enthusiastic and professional office atmosphere for clients, representatives and colleagues
Qualifications
Health and Life licensed or gain licensing within 6 months of employment
Financial Service or Insurance industry experience preferred
SIE, Series 6 and Series 63 or gain within 18 months of employment
Excellent oral and written communication skills
Demonstrated organizational skills, ability to multi task and time management skills with ability to set priorities and meet deadlines
Strong attention to detail with the ability to work with a high degree of accuracy
High degree of initiativeAbility to be diplomatic
Ability to be flexible and open-minded
Ability to work in a fast-paced environment
Ability to maintain confidentiality
Alignment to Firm values: Positivity, Commitment, Others-Centered & Growth
Seniority level
Associate
Employment type
Full-time
Job function
Customer Service, Finance, and General Business
Business Consulting and Services
#J-18808-Ljbffr