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Northwestern Mutual

Northwestern Mutual provides financial planning services, including life insurance, investment management, and retirement planning. Their offices aim to help clients achieve financial security and peace of mind through personalized strategies and expert guidance.

Northwestern Mutual is a rapidly growing, integrated financial services firm. We proudly represent the 165-year tradition of Northwestern Mutual, which has recently been recognized as one of the largest and fastest growing Broker/Dealers in the industry. The rapid growth of our firm brings an opportunity to join one of Northwestern Mutual&rsquo;s premier Private Client Groups, Erkel &amp; Erkel, as Reception Coordinator &amp; Administrative Support in Prior Lake, MN.General Responsibilities:The responsibility of this position is to serve as the initial contact for clients and guests at our office as well as to assist the team with administrative work as needed. Specific responsibilities include but will not be limited to:<ul><li>Greet guests and direct them appropriately</li><li>Answer, screen, and direct telephone calls</li><li>Process incoming mail, and communicate with courier to ensure prompt delivery and pickup of mail</li><li>Maintain the reception area and common spaces of the office</li><li>Answer basic client questions and redirect calls appropriately</li><li>Care for scheduling client meetings and updating client records as needed</li><li>Make copies, send, and distribute emails and maintain copy machines</li><li>Act as administrative support for the team as needed</li><li>Complete and/or assist with projects as assigned by the team</li><li>Assist with proper office security with regards to guests and vendors</li><li>Maintain inventory and order office supplies as needed</li><li>Assist with office facilities and maintenance and serve as a point of contact</li></ul>Qualifications:It is recommended that the Reception Coordinator/Administrative Support position have the following qualifications:<ul><li>High school diploma or equivalent required</li><li>2-year associate&rsquo;s degree in a business-related field preferred</li><li>Minimum 1-3 years related experience preferred</li><li>Ability to independently and interdependently manage your role on the team</li><li>High level of computer and Microsoft Office Suite experience</li><li>Multi-line phone experience preferred</li><li>Excellent client service, interpersonal, and relationship building skills</li><li>Ability to manage detailed work with high degree of accuracy &amp; reliability</li><li>Ability to apply critical thinking skills and problem solve</li><li>High level of organizational skills</li><li>Excellent written and oral communication skills</li><li>Ability to multi-task and work hard</li><li>Ability to be flexible and open-minded</li><li>Ability to collaborate effectively with people at all levels</li></ul>Job Type: Full-timePay: $45,000.00 - $60,000.00 per yearBenefits:<ul><li>401(k)</li><li>Dental insurance</li><li>Health insurance</li><li>Paid time off</li><li>Vision insurance</li></ul>Work Location: In person

Reception Coordinator & Administrative Support

College Financial Representative, Internship Program*ONLY FULL TIME STUDENTS ELIGIBLE FOR POSITION*OverviewCollege Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!ResponsibilitiesOur internship program mimics our full-time Financial Representative career, allowing you to:<ul><li>Learn how to prospect and network to build your business and client base</li><li>Develop and execute on a business strategy</li><li>Call on potential clients and set meetings to understand their financial goals</li><li>Prepare plans and offer useful recommendations</li><li>Gain exposure to proprietary planning software platforms</li><li>Engage in weekly coaching, training, and development meetings</li><li>Receive Risk Product State Licensing: Life, Accident, and Health</li><li>Build life skills that create future career opportunities</li></ul>As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 &amp; 63 or CFP&reg;. Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you&rsquo;ll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.#LI-OnsiteQualificationsAre you right for this internship?<ul><li>Full-time student; juniors and seniors preferred</li><li>Entrepreneurial ambitions and curiosity for sales</li><li>Highly involved on campus (leader, athlete, campus orgs, student government, etc)</li><li>Excellent time-management skills</li><li>Interest in financial literacy and planning tools</li><li>Business savvy and desire to increase critical thinking abilities</li></ul>Compensation &amp; Benefits<ul><li>Performance-based earnings and revenue</li><li>Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)</li><li>Productivity Bonuses</li><li>Support for insurance licensing (life, health, DI, LTC)</li><li>Support for SIE, Series 6, Series 63 registrations (eligibility required)</li></ul>About UsFor over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.Our tailored approach includes multiple financial strategies&mdash;insurance, investments, and annuities&mdash;built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors1 for income tax purposes, and a &quot;statutory employee&quot; for Federal Insurance Contributions Act (FICA) tax purposes.As a company, we value an inclusive and belonging workplace where everyone&rsquo;s unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.Why join Northwestern Mutual<ul><li>Fortune 500 company (2023)</li><li>Top 100 Internship Programs, Yello x WayUp (2022)</li><li>5.0+ million clients and growing2</li><li>$257 billion retail investment client assets held or managed by Northwestern Mutual3</li><li>Forbes' Best Employers for Diversity (2018-2021)</li><li>Unsurpassed financial strength4</li><li>Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)</li></ul>1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn.2 As of June 30, 20233 Combined client assets of NMIS and NMWMC as of June 30, 20234 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody&rsquo;s Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&amp;P Global Ratings)Job Types: Part-time, InternshipPay: $75.00 - $2,000.00 per weekBenefits:<ul><li>Financial planning services</li><li>Flexible schedule</li><li>Paid training</li></ul>Compensation Package:<ul><li>Bonus opportunities</li><li>Commission pay</li></ul>Application Question(s):<ul><li>Are you currently enrolled in 12 or more hours at a college or university?</li></ul>Work Location: Hybrid remote in Savannah, GA 31405

College Financial Representative - Paid Internship

We are seeking a detail-oriented and proactive individual to support our financial planning practice. This role involves managing daily administrative tasks, client appointment setting, marketing initiatives, and operational improvements to ensure a seamless client experience.Core ResponsibilitiesDaily Administration &amp; CRM Management<ul><li>Manage Outlook inbox and calendar, ensuring all client communications and appointments are &quot;set regarded&quot; in Dynamics 365.</li><li>Process post-appointment results and case notes, ensuring CRM files are updated with accurate subject lines and next steps.</li><li>Schedule follow-up phone calls and marketing list assignments based on advisor case notes.</li><li>Proactively monitor advisor backlog on case notes and send reminders for missing data.</li></ul>Appointment Setting &amp; Client Experience<ul><li>Conduct outbound calls for annual reviews and appointment setting, referencing previous notes for context.</li><li>Optimize the advisor's schedule by clustering in-person meetings on specific days (Tues/Thurs) while booking virtual meetings flexibly.</li><li>Maintain accurate birthday records on the calendar and reference NM Connect for upcoming milestones.</li></ul>Weekly Operations &amp; Marketing<ul><li>Update weekly opportunity lists in CRM prior to positive focus meetings.</li><li>Assist in case preparation, including PX, CCV, and IFL reports.</li><li>Participate in tactical meetings to plan marketing and prospecting for the week ahead.</li><li>Submit and track client-facing materials through compliance approval via Marketing Commons.</li></ul>Qualifications<ul><li>Proficiency in Microsoft Outlook and Dynamics 365 (CRM).</li><li>Strong communication skills for professional client outreach.</li><li>Ability to identify process improvements and contribute to strategic business planning.</li><li>High level of discretion and attention to security details.</li><li>NYLAAH</li><li>SIE, Series 6/7, Series 63/66 Preferred</li></ul>Pay: $45,000.00 - $52,000.00 per yearWork Location: In person

Associate Financial Planning and Analysis Specialist

The Opportunity: We are seeking an Administrative Assistant + Insurance Service Associate to join our financial planning &amp; investment management firm.The ideal candidate will have strong communication and organization skills, and a desire for professional growth. The right candidate will proactively anticipate and prioritize the needs of those being supported and demonstrate sound judgement. We are looking for someone who can thrive under pressure, is comfortable managing competing priorities and adopts a client centric mindset in their approach.This is an in-office position, Monday &ndash; Friday. Choice of either 8:00 am to 4:00 pm, or 8:30 am to 4:30 pm.Key Responsibilities: <ul><li>Receptionist duties: Answer incoming calls and provide support to insurance clients. Take detailed messages and communicate efficiently with team/ advisors to ensure client needs are met timely.</li><li>Insurance processing: Obtain quotes &amp; run illustrations (including IFLs, PDRs, etc.), initiate submission of claims &amp; provide corresponding support, processing payments, policy changes, loan management, etc.</li><li>Life &amp; Disability insurance applications - data entry, client communication &amp; support.</li><li>Managing late pay reports: connecting with clients and finding resolutions to keep policies in force &amp; healthy.</li><li>Task management: Create, organize, delegate, and track multiple detailed tasks and assignments in CRM that move the business forward, timely and efficiently. Coordinating with team members to ensure advisors are prepared for high-priority or important meetings in a timely manner.</li><li>Administrative duties: Assist advisors with case preparation and email inbox monitoring/ correspondence (sending pre-meeting emails, follow up emails, responding to client inquiries timely, etc.).</li><li>Prioritize work based on importance/urgency and in a manner that maintains high-quality support for advisors.</li><li>Handle case notes, processing correspondence, client data management, maintain client case files and filing.</li><li>Assist in managing, gathering, and entering/refreshing data for client meetings. Follow up with clients/advisors to gather the missing data or clarify inputs.</li><li>Act as a multiuse tool within the organization, readily taking on diverse tasks and responsibilities to support the overall effectiveness of the business. Assist with special projects and initiatives as needed.</li><li>Build and maintain positive relationships with clients, prospects, and team members. Collaborate with colleagues across departments, offering support and assistance as needed, embodying the spirit of teamwork and shared responsibility.</li></ul>Qualifications &amp; Skills: <ul><li>Proven experience in support roles or similar administrative positions (familiarity with insurance business is a plus).</li><li>Proficiency in Microsoft office suite including Outlook, Word, and Excel is required. CRM (client relationship manager) is a plus.</li><li>Demonstrated adaptability and flexibility in responding to evolving priorities, as well as resilience and composure in fast-paced environments.</li><li>Self-starter with strong attention to detail and excellent organizational skills.</li><li>A positive attitude. Ability to analyze, prioritize, organize and problem solve.</li><li>Excellent communication and interpersonal skills, written &amp; verbal, with ability to interact with individuals at all levels. Self-motivated, proactive, detail oriented and the ability to work independently.</li><li>Trustworthy with a high degree of discretion and integrity, and a commitment to upholding confidentiality and ethical standards.</li><li>Bachelor&rsquo;s degree or equivalent experience preferred.</li><li>Any industry licensing or credentialling is a plus (Life &amp; Health, VA/VL license, CLU, Investment licenses: Series 6, Series 7, etc.). Potential requirement to obtain one or more during employment.</li></ul>Job Type: Full-timePay: $35,000.00 - $60,000.00 per yearAbility to Commute:<ul><li>Louisville, KY 40222 (Required)</li></ul>Ability to Relocate:<ul><li>Louisville, KY 40222: Relocate before starting work (Required)</li></ul>Work Location: In person

Administrative Assistant - Insurance Client Support

Join Northwestern Mutual and explore 4   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Northwestern Mutual

About Company

Reception Coordinator & Administrative Support

College Financial Representative - Paid Internship

Associate Financial Planning and Analysis Specialist

Administrative Assistant - Insurance Client Support