Urwah Admin

Northwestern Mutual

<div><div><div><b>Benefits:</b></div>
<ul><li>Retirement</li>
<li>Bonus based on performance</li>
<li>Company parties</li>
<li>Dental insurance</li>
<li>Flexible schedule</li>
<li>Health insurance</li>
<li>Opportunity for advancement</li>
<li>Training &amp; development</li>
<li>Vision insurance</li>
</ul></div><div><div><b>Join the Winning Team at Northwestern Mutual - Central Illinois!</b><br>
</div><div><b>At Northwestern Mutual &ndash; Central Illinois, we are guided by the core values of Courage, Passion, and Growth</b>. These principles shape everything we do&mdash;from how we support our clients to how we build our team. Our culture strikes the balance between professionalism and approachability, creating a collaborative and supportive environment where new Financial Representatives are set up to succeed. During your first year, you&rsquo;ll benefit from joint work opportunities, hands-on mentoring, and personalized coaching from seasoned advisors who are truly invested in your development. We believe that growth happens best with accountability, encouragement, and the freedom to learn alongside a strong team.<br>
</div><div>Our commitment to impact extends beyond financial services. We take pride in giving back to our community through support of local organizations such as HSHS St. John&rsquo;s Children&rsquo;s Hospital, Contact Ministries, the James Project, and Alex&rsquo;s Lemonade Stand. If you're looking for a career where you can make a difference&mdash;both in your clients&rsquo; lives and in your community&mdash;while building a business with unlimited potential, we&rsquo;d love to talk with you.<br>
</div><div><b>Our thriving offices are located:</b></div>
<ul><li>Lincoln office: 2201 Woodlawn Road Lincoln IL 62656</li>
<li>Pittsfield office: 311 W Washington Street Pittsfield IL 62363</li>
<li>Jacksonville office: 606 E State Street Jacksonville IL 62650</li>
<li>Springfield Office: 2921 Greenbriar Drive, Suite A, Springfield IL 62704</li>
</ul><div>Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: https://youtu.be/tar1BSa7Gaw<br>
</div><div><b>A Glance at Northwestern Mutual (NM):</b></div>
<div>Northwestern Mutual is a FORTUNE 500&reg; company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyowners&mdash;not Wall Street. We began in Wisconsin in 1857, and today we&rsquo;re one of America&rsquo;s top companies - as was recognized by FORTUNE &reg; as one of the &ldquo;World&rsquo;s Most Admired&rdquo; life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.</div>
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</div><div><b>Meet Some of Our Local Leaders, the Heartbeat of Our Business:</b></div><div><br>
</div>
<div><b>D. Patrick Scheina, CLU &ndash; Managing Director and Wealth Management Advisor:</b></div>
<ul><li><b>Time with Northwestern Mutual:</b> 22 years</li>
<li><b>Previous Experience:</b> Worked as a Loss Prevention Safety Consultant with an insurance company before joining Northwestern Mutual. He graduated from Illinois State University with a Bachelor of Science.</li>
<li><b>Outside Interests:</b> Patrick, his wife, and daughter enjoy spending time with family and friends, traveling, water recreation, and cooking. They are members of St. Peter&rsquo;s Catholic Church, and Patrick also serves on the Sangamon County CEO Board.</li>
</ul><div><b>Eli Cook &ndash; Growth and Development Director:</b></div>
<ul><li><b>Time with Northwestern Mutual:</b> 11 years</li>
<li><b>Previous Experience:</b> Began his career with Northwestern Mutual as a College Financial Representative in 2014 and has grown within the organization ever since.</li>
<li><b>Outside Interests:</b> Eli and his wife have been married since 2019 and have a cocker spaniel named Colby Jack. In his spare time, Eli enjoys hunting.</li>
</ul><div><b>Brent Shunk &ndash; Private Wealth Advisor:</b></div>
<ul><li><b>Time with Northwestern Mutual:</b> 38 years</li>
<li><b>Previous Experience:</b> Brent has spent his entire career with Northwestern Mutual.</li>
<li><b>Outside Interests:</b> Brent and his wife love spending time with their grandkids in Illinois and Florida. They stay active with boating, hiking, travel, playing cards, dancing, attending Bible study, and enjoying their weekly date night.</li>
</ul><div><b>Austin Shunk &ndash; Private Wealth Advisor:</b></div>
<ul><li><b>Time with Northwestern Mutual: </b>13 years</li>
<li><b>Previous Experience:</b> Austin has built his entire professional career with Northwestern Mutual.</li>
<li><b>Outside Interests:</b> Austin enjoys spending time with his family, studying maps and the Bible, watching basketball, and playing chess. He also stays active by swimming, biking, and hiking.</li>
</ul><div><b>Sheila Davidsmeyer &ndash; Financial Advisor:</b></div>
<ul><li><b>Time with Northwestern Mutual:</b> Over 27 years</li>
<li><b>Previous Experience:</b> Sheila began her career at Northwestern Mutual in 1998 as an Associate Financial Representative and became a Financial Advisor in 2013. She holds a B.A. in Business Administration with a focus on Marketing from Olivet Nazarene University.</li>
<li><b>Outside Interests:</b> Sheila loves spending time with her kids and is an enthusiastic supporter of local sports in Pittsfield, IL.</li>
</ul><div><b>About the Financial Representative Role:</b></div>
<div>As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.</div><div><br>
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<div><b>Key Responsibilities:</b></div>
<ul><li>Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.</li>
<li>Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.</li>
<li>Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.</li>
<li>Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.</li>
<li>Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.</li>
</ul><div><b>Qualifications:</b></div>
<ul><li>Education: A bachelor's degree is preferred.</li>
<li>Experience: Previous experience in financial services, insurance or business development is beneficial but not required.</li>
<li>Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.</li>
<li>Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).</li>
</ul><div><b>Benefits:</b></div>
<ul><li>Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.</li>
<li>Income Potential: Competitive compensation structure including performance incentives, with no ceiling.</li>
<li>Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.</li>
<li>Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.</li>
<li>Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.</li></ul><div><br>
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</div><div>Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Patrick Scheina is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.</div>
</div>
<p>Flexible work from home options available.</p></div>

Financial Representative Entry Level

<div>Overview:
<div>
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on:</div><div><br>
</div><p>Planning Experience &middot; Asset &amp; Income Protection &middot; Education Funding &middot; Investment &amp; Advisory Services &middot; Trust Services &middot; Retirement Solutions &middot; Business Needs Analysis</p><div></div><div><br>
Northwestern Mutual&rsquo;s proprietary planning software helps you educate your clients and deliver holistic financial plans&mdash;including investments for growth, insurance for protection, and annuities for guaranteed income in retirement&mdash;that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.</div><div><br>
</div><div>We believe there&rsquo;s more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.</div><br>
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Responsibilities:
<p>
As a financial advisor, you will:</p><ul><li>
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience</li><li>
Build personalized, holistic financial plans tailored to every client&rsquo;s unique needs</li><li>
Manage your client&rsquo;s financial plans to help them achieve their goals</li><li>
Grow relationships with clients to support them through every stage of life</li></ul><p><b><br>
Training, licensing &amp; designations</b></p><p>
Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you&rsquo;ll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience.</p><p>
To become a financial advisor, you must obtain the following licenses: Life/Accident &amp; Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.</p><p><b><br>
Compensation &amp; Benefits</b></p><ul><li>
Performance-based earnings and revenue1:<ul><li><i>
A</i><i>verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)</i></li><li><i>
Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)</i></li></ul></li><li>
Additional income structure to support training and early development</li><li>
Renewal income earned for continued client support and policy management</li><li>
Bonus programs and expense allowances</li><li>
Support for insurance licensing, Securities Industry Essentials&reg;, Series 6, Series 7, Series 63, and more</li><li>
Certified Financial Planner&reg; licensing support2</li><li>
Fully company-funded retirement package and pension plan</li><li>
Competitive and comprehensive medical, vision, and dental plans</li><li>
Life Insurance and Disability Income Insurance</li><li>
Parental benefits at every stage of family planning #LI-Onsite</li></ul><br>
<div></div>
Qualifications:
<p><b>
You could be right for this opportunity if you have:</b></p><ul><li>
Bachelor&rsquo;s degree</li><li>
Entrepreneurial ambitions to be a business owner</li><li>
History of success in relationship-building or client-facing roles</li><li>
Excellent time-management skills</li><li>
Desire for continuous learning and collaboration</li><li>
Proficient critical thinking skills</li><li>
Strong communicator</li><li>
Strong sense of motivation and drive</li><li>
Legal authorization to work in the US without sponsorship</li></ul><div></div><p><br>
Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.</p><div></div><p><br>
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), <b>Northwestern Mutual Investment Services, LLC</b> <b>(NMIS)</b> (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company&reg; (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.</p><ul><li>Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program.</li></ul><p>
1No level of income is guaranteed. As used here, &ldquo;revenue&rdquo; includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024</p><div>
2Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP&reg;, CERTIFIED FINANCIAL PLANNER&reg;, and CFP&reg; (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization&rsquo;s initial and ongoing certification requirements to use the certification marks.</div><div></div><div><br>
3Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual 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 for contract will be withdrawn.</div><br>
<div></div>
Posted Salary Range: USD $61,000.00 - USD $250,000.00 /Yr.</div>

Financial Advisor

<div><div><div><b>Benefits:</b></div>
<ul><li>Retirement</li>
<li>Bonus based on performance</li>
<li>Company parties</li>
<li>Dental insurance</li>
<li>Flexible schedule</li>
<li>Health insurance</li>
<li>Opportunity for advancement</li>
<li>Training &amp; development</li>
<li>Vision insurance</li>
</ul></div><div><div><b>Join the Winning Team at Northwestern Mutual - Princeton!</b><br>
</div><div>Are you an athlete at heart with a passion for teamwork and competition? Bring your sports background to a dynamic career as a Financial Advisor with Northwestern Mutual - Princeton!</div>
<div><br>
<b>Why Current and Former Athletes Could Thrive Here:</b></div>
<div>
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We recognize the unique strengths and qualities that former and current athletes bring to the table. Athletes could excel in our environment because of their inherent drive, discipline, and competitive spirit, which are essential traits for success in the insurance and financial services industry. Here&rsquo;s why athletes thrive with us:<br>
</div><ul><li><b>Teamwork and Collaboration:</b> Just like in sports, our success depends on teamwork and collaboration. Athletes naturally excel in a team setting, working together towards common goals and supporting each other to achieve the best results for our clients.</li>
<li><b>Resilience and Determination:</b> Athletes are accustomed to facing challenges and persevering through difficult situations. This resilience translates well to the professional world, where overcoming obstacles and staying focused on long-term goals are key to building a successful career.</li>
<li><b>Goal-Oriented Mindset:</b> The drive to set and achieve goals is second nature to athletes. This goal-oriented mindset helps our representatives stay motivated and committed to helping clients achieve their financial objectives.</li>
<li><b>Discipline and Time Management:</b> Balancing training, competitions, and academics instills a strong sense of discipline and time management in athletes. These skills are invaluable in managing a client portfolio, meeting deadlines, and maintaining a high level of productivity.</li>
<li><b>Competitive Spirit:</b> The competitive nature of athletes fuels their desire to excel and be the best in their field. This competitive spirit drives our representatives to continuously improve, exceed performance targets, and deliver exceptional service to clients.</li>
</ul><div><b>Our thriving office is located at:</b> 202 Carnegie Center Drive 2nd, floor, suite 201, Princeton, NJ 08540</div>
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<b>Meet some of our local team:</b><br>
</div><div><b>Mikayla Rafferty &ndash; Talent Acquisition Manager:</b></div>
<ul><li><b>Time with NM:</b> 6 years.</li>
<li><b>Prior Experience: </b>Previously worked in the private golf and country club industry as a Membership Sales Director.</li>
<li><b>Passionate About:</b> Mikayla is currently planning her wedding with her fianc&eacute;, Lucas. An avid soccer player in a local women&rsquo;s league, she also enjoys frequent trips to Florida to visit her parents.</li>
<li>Follow this link to learn more about Mikayla: https://www.linkedin.com/in/mikayla-rafferty-82aa72139/
</li></ul><div><b>Jesse May &ndash; Managing Director:</b></div>
<ul><li>Time with NM: 21 years.</li>
<li>Prior Experience: Married to his high school sweetheart, Melissa, Jesse has built his life around strong family values. His daughter works alongside him in the office as his Director of Operations and Associate Financial Representative.</li>
<li>Passionate About: Jesse is a devoted family man with four children. He enjoys fine wines, hosting bonfires at his home, and is always ready to share a fun fact.</li>
<li><b>Follow this link to learn more about Jesse:</b> https://www.linkedin.com/in/jesse-may-30480442/
</li></ul><div><b>Nick DeLorenzo &ndash; Growth and Development Director:</b></div>
<ul><li><b>Time with NM: </b>16 years.</li>
<li><b>Prior Experience: </b>Before joining NM, Nick trained as a bodybuilder and worked in sales and personal training at his local gym.</li>
<li><b>Passionate About: </b>A proud father to his daughter, Nick&rsquo;s favorite activity is coaching her flag football club team, which he led to a championship victory last year.</li>
<li>Follow this link to learn more about Nick: https://www.linkedin.com/in/nicolasdelorenzo/
</li></ul><div><b>Ben Kraml &ndash; Growth and Development Director:</b></div>
<ul><li><b>Time with NM: </b>7 years.</li>
<li><b>Prior Experience: </b>Ben joined NM shortly after earning his BA in Finance and Economics from Rider University.</li>
<li><b>Passionate About: </b>Ben is a devoted husband to his high school sweetheart, Nicole. They are expecting their first child, a baby girl, in Fall 2025. A passionate New Jersey Devils fan and season ticket holder, Ben rarely misses a home game.</li>
<li>Follow this link to learn more about Ben: https://www.linkedin.com/in/benjaminkraml/
</li></ul><div><b>Key Responsibilities: </b>As a Financial Advisor, your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals. You will design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being, ensuring their long-term security. Regularly reviewing and updating clients' financial plans and insurance policies to reflect any changes in their circumstances or goals will be crucial to ensure continuous protection. Additionally, you will cultivate a robust network of clients through referrals, active community involvement, and professional associations.</div>
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<b>Qualifications: </b>We prefer candidates with a bachelor's degree in finance, business, or a related discipline. Successful candidates will possess excellent interpersonal and communication abilities, strong analytical skills, and the capability to build lasting client relationships. We welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from medical devices, education (teachers, administrators), logistics, solar, payroll services, tech business development, real estate, auto rental and others. You will be required to obtain state insurance licenses, with training provided and sponsorship considered.<br>
</div><div><b>Benefits:</b> You will have continuous access to training and development programs, with sponsorship for advanced certifications to enhance your expertise. We offer a lucrative compensation structure including a new advisor bonus structure, three year enhancements and unlimited earning potential. You will receive extensive support from a dedicated planning team, marketing resources, and experienced mentors. Enjoy the flexibility to design a work schedule that aligns with your personal and professional goals. Most importantly, you will play a pivotal role in helping individuals and families secure their financial future, making a lasting difference in the community.</div><br>
<div><br>
</div><div>Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Jesse May is a General Agent of NM and is not in legal partnership with NM, or its subsidiaries.</div>
</div>
<p>Flexible work from home options available.</p></div>

Client Advisor with Athletic Background

<p><b>Job Description</b></p><p>An established Northwestern Mutual Financial Advisor is looking for a highly organized, motivated, and relationship-driven Associate Financial Representative (AFR) to support daily operations and client service. This role is ideal for an entry-level candidate or someone with 1&ndash;2 years of experience in finance, administrative support, or client service that thrives in a structured, fast-moving environment, enjoys building efficient systems, and values playing a key support role in financial planning and client relationships. On-site is preferred, with potential for partial remote flexibility as proficiency grows.</p><p>Ideal Start Date: April 2026 (flexible for the right candidate)</p><p><b>Why Northwestern Mutual &amp; Why This Career Matters</b>:</p><p>Northwestern Mutual is a nationally recognized leader in financial planning, known for its long-term stability and client-first approach. Working within an advisor&rsquo;s practice means being part of the team that helps individuals and families feel more secure about their financial future. As the AFR, the work you do behind the scenes preparing for meetings, organizing financial plans, coordinating with planning teams, and supporting client needs -directly impacts the advisor&rsquo;s ability to provide meaningful guidance. You become an essential part of the client experience and the overall success of the practice.</p><p><b>Responsibilities</b>:</p><p><b>Client &amp; Advisor Support (60%)</b></p><ul><li>Conduct high volume outbound calls to prospective clients</li><li>Reconnect with existing clients to schedule follow up appointments</li><li>Prepare client meeting materials, summaries, and reports</li><li>Assist with gathering and organizing client data for appointments</li></ul><p><b>Operational &amp; Planning Coordination (30%)</b></p><ul><li>Work directly with internal financial planning teams to support plan updates, case prep, and data organization</li><li>Maintain CRM accuracy, service requests, and compliance documentation</li><li>Track follow-ups, pipeline movement, deadlines, and outstanding requirements</li><li>Help build structure and streamline office processes</li></ul><p><b>New Business &amp; Underwriting (10%)</b></p><ul><li>Submit new business applications (life, disability, and planning cases)</li><li>Communicate with underwriting, monitor case progress, and manage requirements</li><li>Document case notes, updates, and client interactions in real time</li></ul><p><b>What We&rsquo;re Looking For:</b></p><ul><li>Prior administrative, operations, or client-service experience (financial services a plus)</li><li>Strong verbal and written communication skills</li><li>Highly organized with excellent attention to detail</li><li>Proactive mindset with the ability to anticipate needs and manage multiple priorities</li><li>Tech-savvy: familiar with CRM systems, Microsoft Office, and scheduling tools</li><li>Athletic backgrounds a plus (discipline, competitiveness, strong work ethic)</li></ul><p><b>Licensing</b></p><ul><li>NYS Life &amp; Health license preferred--Must obtain within 6 months of hire if not currently licensed (support is provided)</li><li>We fully sponsor all licensing exams, including the New York State Life, Accident &amp; Health (LAH), SIE, Series 6/7, and Series 63</li></ul><p><b>Compensation</b></p><ul><li>$50,000&ndash;$60,000 salary, depending on experience</li></ul><p><b>Job Type: Full-time </b></p><p><b>Work Location: In-person (financial district, 10004)</b></p><p>Pay: $50,000.00 - $60,000.00 per year</p><p>Benefits:</p><ul><li>Dental insurance</li><li>Health insurance</li><li>Vision insurance</li></ul><p>Work Location: In person</p>

Associate Financial Representative

<p></p><div><p><b>**This position is open to remote anywhere in the US, however, must be able to work Central Time Zone hours**</b></p><p><b>
What You'll Do</b></p><ul><li><p>
Make fair, accurate, timely and quality claims decisions on life insurance claims up to allowable signature limit. May work on cases exceeding this limit with prior approval and second signatures.
</p></li><li><p>Examines claim information obtained, including, but not limited to, beneficiary data, policy values, and policy status; and analyzes information received during the claim review process, including but not limited to, death certificates, claim forms, assignment forms, divorce decree, estate, and trust documentation.
</p></li><li><p>With empathy, deliver personalized experience for beneficiaries and field members by assisting with educating on settlement options available, which varies by policy type.
</p></li><li><p>Communicate verbally and construct letters and emails to beneficiaries, field members, and third parties in response to inquiries and/or regarding outstanding requirements, claim status updates, and claims decisions as part of the overall claim handling process.
</p></li><li><p>Manage phone and transactional responsibilities while adhering to strict confidentiality and privacy standards.
</p></li><li><p>Research and evaluate solutions to situations that arise and resolve concerns on an &ldquo;as-needed&rdquo; basis which oftentimes includes deviating from procedures.
</p></li><li><p>Maintain organization, accuracy, and timeliness in individual case management system; capture and document claim related information accurately and/or refer tasks as appropriate.
</p></li><li><p>Maintain production and claims quality standards.
</p></li><li><p>Embrace new technology and serve as an advocate by educating beneficiaries and field representatives.
</p></li><li><p>Supports digital savvy capabilities in self and others and adapts to changing environments and new situations effectively and positively.
</p></li><li><p>Work effectively with unstructured teams, situations, or environment.
</p></li><li><p>Participate in team meetings, projects and committee work as appropriate, including development of process improvements.
</p></li><li><p>Assist with special projects and initiatives, as needed to support the business.
</p></li></ul><p></p><p><b>What You Will Bring to the Role</b></p><ul><li><p>
Bachelor&rsquo;s degree or equivalent combination of education and work experience.
</p></li><li><p>Previous experience with life insurance desirable.
</p></li><li><p>Must be technically savvy with the ability to toggle between multiple applications and/or computer monitors simultaneously.
</p></li><li><p>Exhibits empathy and strong client focus and customer service skills.
</p></li><li><p>Able to analyze complex information and asks thoughtful questions to understand the situation.
</p></li><li><p>Demonstrated ability to work with a high degree of accuracy in handling detailed technical work.
</p></li><li><p>High degree of self-motivation with proven initiative in accepting responsibility for work results and in contributing cooperatively to group goals.
</p></li><li><p>Skilled at developing and maintaining effective working relationships with a positive, confident attitude; exhibits objectivity and openness to others&rsquo; views.
</p></li><li><p>Strong organizational skills, with demonstrated ability to independently set priorities and to meet deadlines.
</p></li><li><p>Proven ability to maintain strict confidentiality and exercise tact and diplomacy with field/clients and beneficiaries.
</p></li></ul><p><b>Skills You Have</b></p><ul><li><p><b>
Analytical Thinking:</b> Organizes and compares various aspects of a situation to comprehend and identify key or underlying complex issues through the use of quantitative data and analysis; leverages strong business acumen, problem solving, and interpersonal skills to think critically about situations from multiple perspectives and consistently seeks ways to improve processes.</p></li><li><p><b>
Attention to Detail:</b> Focuses on specific details to spot and correct errors in advance of them being found and surpass quality expectations. Performs work with thorough proofreading for presentation, content, accuracy, and overall quality.</p></li><li><p><b>
Change Adaptability:</b> Becomes adaptable in response to continual changes; shows an openness to new ways of working, new methods, work-in-progress improvements and changes and seamlessly navigates the changing business environment and adjusts behavior as appropriate to the situation.</p></li><li><p><b>
Claims Acumen: </b>Applies the knowledge of claims philosophy, contracts, and policies and procedures for filing claims, assessing claims for accuracy and completeness, verifying eligibility, and adjudicating claims based on established criteria to handle complex, contestable, sensitive, and large benefit amount claims. Evaluates medical, financial, and occupational information and reviews to determine if insured meets contractual provisions while taking the state regulations or other relevant contractual information into consideration to make informed decisions. Analyzes insurance claims to determine the validity/risk of the claim, and the extent of coverage.</p></li><li><p><b>
Customer Centricity:</b> Applies a customer first mindset to design and continuously improve solutions, systems, processes, and services that support enterprise strategy, impact critical business outcomes, and drive organizational success.</p></li><li><p><b>
Decision Making:</b> Makes timely, data-driven decisions by understanding the probability of success, identifying risks, gathering business requirements, and developing value statements.</p></li><li><p><b>
Insurance Acumen:</b> Applies knowledge of insurance concepts, policies, regulations, and industry practices to solution challenges. Understands insurance principles, such as underwriting, claims philosophy, and risk.</p></li></ul><p></p><p><b>
#LI - Remote</b></p><p>
</p><p></p>This position has been classified as an Associated Person under NMIS guidelines and requires fingerprinting and completion of required form.Non-Registered Fingerprinted - FINRA<p></p><p><b>
Compensation Range:</b></p><p></p><p>
Pay Range - Start:</p>
$49,560.00<p></p><p>
Pay Range - End:</p>
$92,040.00<p></p><p><b>
Geographic Specific Pay Structure:</b></p><p></p><p>
Structure 110:</p>
$54,530.00 USD - $101,270.00 USD<p>
Structure 115:</p>
$56,980.00 USD - $105,820.00 USD<p></p><p><i>
We believe in fairness and transparency. It&rsquo;s why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you&rsquo;re living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click </i><i>here</i><i> to learn more.</i></p><p></p><p><b>
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!</b></p><p></p><p><i>
Northwestern Mutual is an </i><i>equal opportunity employer</i><i> who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.</i></p><p></p><h3 class="jobSectionHeader"><b>
Skills</b></h3><p>
Information Gathering (NM) - Intermediate, Problem Management (NM) - Intermediate, Prioritization (NM) - Intermediate, Statutes &amp; Regulation (NM) - Beginner, Insurance Contract Management (NM) - Intermediate, Empathetic Communication (NM) - Intermediate, Insurance Acumen (NM) - Beginner, Annuity Acumen (NM) - Beginner, Customer Centricity (NM) - Intermediate, Analytical Thinking (NM) - Intermediate, Learning Agility (NM) - Intermediate (Inactive), Adaptive Communication (NM) - Intermediate, Decision Making (NM) - Intermediate, Attention to Detail (NM) - Intermediate, Claims Acumen (NM) - Intermediate, Change Adaptability (NM) - Intermediate, Data Application (NM) - Intermediate</p><h3 class="jobSectionHeader"><b>
FIND YOUR FUTURE</b></h3>
<p>
We&rsquo;re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.</p><ul>
<li>
Flexible work schedules</li><li>
Concierge service</li><li>
Comprehensive benefits</li><li>
Employee resource groups</li></ul></div>

Life Claims Specialist (NRF) - Remote

<div>
 <p>
  **Fully In Person &ndash; Lakewood, Colorado&nbsp;&nbsp;
 </p>
 <p>
  Job Description&nbsp;
 </p>
 <p>
  The Associate provides full support to one or more Lead Advisors &amp; will primarily manage the execution of&nbsp;all of&nbsp;Lead Advisors&rsquo; recommendations, preparation &amp; closure of client meetings. Those responsibilities include data collection for financial planning, investment analysis &amp; operations, trade execution, investment account opening &amp; maintenance, risk management implementation &amp; service, note-taking, &amp; drafting client communication. This position will allow the associate to get broad exposure to an integrated financial planning practice.&nbsp;
 </p>
 <p>
  Responsibilities&nbsp;
 </p>
 <p>
  Investments:&nbsp;&nbsp;
 </p>
 <ul>
  <li>
   <p>
    Service &amp;&nbsp;maintain&nbsp;client accounts. Examples of this include bank change, beneficiary change, contribution/distribution amount change, &amp; more&nbsp;
   </p>
  </li>
 </ul>
 <ul>
  <li>
   <p>
    Take client requests for deposits and distributions, &amp; more, from accounts &amp; execute them&nbsp;
   </p>
  </li>
 </ul>
 <ul>
  <li>
   <p>
    Responsible for input of brokerage &amp; advisory trading of client accounts&nbsp;
   </p>
  </li>
 </ul>
 <ul>
  <li>
   <p>
    Prepare &amp; deliver account opening documents as well as any account maintenance documents&nbsp;
   </p>
  </li>
 </ul>
 <p>
  &nbsp;Insurance:&nbsp;&nbsp;
 </p>
 <ul>
  <li>
   <p>
    Take clients through the insurance underwriting process &amp; complete ongoing service for risk management&nbsp;
   </p>
  </li>
 </ul>
 <ul>
  <li>
   <p>
    Service &amp;&nbsp;maintain&nbsp;client policies. Examples of this include bank change, beneficiary change, loan &amp; loan repayment, payment details change, &amp; more&nbsp;
   </p>
  </li>
 </ul>
 <p>
  Planning:&nbsp;
 </p>
 <ul>
  <li>
   <p>
    Managing the financial planning process including, data gathering, setting up the plan in the financial planning software, running various scenarios, &amp; preparing the plan for presentation to the client&nbsp;
   </p>
  </li>
 </ul>
 <ul>
  <li>
   <p>
    Attending client meetings as second chair, taking notes, &amp; creating follow up emails&nbsp;
   </p>
  </li>
 </ul>
 <ul>
  <li>
   <p>
    Regularly prepare supporting materials &amp; sample reports for clients&nbsp;
   </p>
  </li>
 </ul>
 <p>
  Client Service:&nbsp;&nbsp;
 </p>
 <ul>
  <li>
   <p>
    Answer inbound phone &amp; email inquiries&nbsp;
   </p>
  </li>
 </ul>
 <ul>
  <li>
   <p>
    Respond and execute on requests for service &amp; troubleshoot service issues&nbsp;
   </p>
  </li>
 </ul>
 <ul>
  <li>
   <p>
    Proactively communicate with Advisors&nbsp;regarding&nbsp;work in progress&nbsp;
   </p>
  </li>
 </ul>
 <p>
  Other:&nbsp;
 </p>
 <ul>
  <li>
   <p>
    We&nbsp;required&nbsp;candidate to sit for and pass their Colorado Life &amp; Health, SIE, Series 7, &amp; Series 63 within their first 8 months of employment&nbsp;
   </p>
  </li>
 </ul>
 <p>
  Qualifications&nbsp;
 </p>
 <ul>
  <li>
   <p>
    Must have strong organizational &amp; prioritization skills&nbsp;
   </p>
  </li>
 </ul>
 <ul>
  <li>
   <p>
    Excellent follow-up &amp; follow-through capabilities&nbsp;
   </p>
  </li>
 </ul>
 <ul>
  <li>
   <p>
    Professional attitude, flexibility, demeanor, &amp; appearance&nbsp;
   </p>
  </li>
 </ul>
 <ul>
  <li>
   <p>
    Must be an above-average communicator with exceptional interpersonal skills&nbsp;
   </p>
  </li>
 </ul>
 <ul>
  <li>
   <p>
    Must&nbsp;have an understanding of&nbsp;investments &amp; general financial knowledge&nbsp;
   </p>
  </li>
 </ul>
 <ul>
  <li>
   <p>
    Previous&nbsp;work experience in the financial industry is preferred&nbsp;
   </p>
  </li>
 </ul>
 <ul>
  <li>
   <p>
    BA/BS Degree&nbsp;required&nbsp;
   </p>
  </li>
 </ul>
 <ul>
  <li>
   <p>
    Financial Planning/Finance/Economics/Business Major highly preferred&nbsp;
   </p>
  </li>
 </ul>
 <ul>
  <li>
   <p>
    Life &amp; Health, Series 7, Series 63 Preferred&nbsp;
   </p>
  </li>
 </ul>
 <ul>
  <li>
   <p>
    Must be able to&nbsp;demonstrate&nbsp;ability to build &amp;&nbsp;maintain&nbsp;client relationships and trust&nbsp;
   </p>
  </li>
 </ul>
 <p>
  Daily Time Spent&nbsp;
 </p>
 <ul>
  <li>
   <p>
    75% Operational Tasks&nbsp;
   </p>
  </li>
 </ul>
 <ul>
  <li>
   <p>
    10% Long Term Projects&nbsp;
   </p>
  </li>
 </ul>
 <ul>
  <li>
   <p>
    10% Case Prep&nbsp;
   </p>
  </li>
 </ul>
 <ul>
  <li>
   <p>
    5% Second Chair&nbsp;
   </p>
  </li>
 </ul>
 <p>
  Licensing Track&nbsp;
 </p>
 <ul>
  <li>
   <p>
    All associates must obtain Life &amp; Health, SIE, Series 7, and Series 63 within the first 8 months of employment. All costs (study materials &amp;&nbsp;exam) are covered by&nbsp;employer. Team members are allotted 1 hour per day (11am-12pm) to use for studying and the rest of the studying must happen outside of regular business hours&nbsp;
   </p>
  </li>
 </ul>
 <p>
  Compensation&nbsp;&amp; Benefits&nbsp;
 </p>
 <p>
  The compensation for&nbsp;this role is $60,000-$75,000&nbsp;base&nbsp;salary with the below benefits&nbsp;
 </p>
 <ul>
  <li>
   <p>
    $10,200 annual stipend for health, dental, and vision insurance&nbsp;
   </p>
  </li>
 </ul>
 <ul>
  <li>
   <p>
    Profit Share eligibility with a 6-12 month waiting period, depending on when hired. Calculation is based on profit, base salary, and tenure. There&nbsp;is&nbsp;a cash&nbsp;component&nbsp;and a Long-Term Incentive&nbsp;component&nbsp;to the compensation plan. This typically ranges from 15-40% of your base salary in cash awards.&nbsp;&nbsp;
   </p>
  </li>
 </ul>
 <ul>
  <li>
   <p>
    60% LTDI, up to $7,000/m&nbsp;
   </p>
  </li>
 </ul>
 <ul>
  <li>
   <p>
    $250 annual physical wellness stipend&nbsp;&nbsp;
   </p>
  </li>
 </ul>
 <ul>
  <li>
   <p>
    3.5% 401k match&nbsp;
   </p>
  </li>
 </ul>
 <ul>
  <li>
   <p>
    Unlimited PTO after 2 years of service&nbsp;
   </p>
  </li>
 </ul>
 <ul>
  <li>
   <p>
    Many other benefits&nbsp;
   </p>
  </li>
 </ul>
 <p>
 </p>
 <p>
  About Us&nbsp;
 </p>
 <p>
  Longwise Wealth Partners is a multi-generational wealth management practice in Lakewood &amp; Vail Valley, Colorado. We provide integrated financial planning for over 500 high-net-worth clients nationwide. Our team's mission is to build confidence while reducing financial anxiety.&nbsp;We are currently a team of 17 and are positioned for rapid growth in the near future.&nbsp;Our team values are diligence, authenticity, providence,&nbsp;generosity,&nbsp;and joy, and we live these values in everything we do.&nbsp;
 </p>
 <p>
  Our team enjoys frequent&nbsp;interaction&nbsp;and&nbsp;collaboration&nbsp;with each other. We are continually looking for ways to grow and develop our practice and each other through professional coaching, team retreats, and other outings.&nbsp;
 </p>
 <p>
  A Longwise team member has the following characteristics:&nbsp;Grit, Vulnerability,&nbsp;Entrepreneurial Spirit, Passion, and Generosity.&nbsp;
 </p>
 <p>
  Specific Pay Structure&nbsp;&nbsp;
 </p>
 <p>
  We prioritize fairness and transparency, which is why we&nbsp;disclose&nbsp;the salary ranges. Final salaries are&nbsp;determined&nbsp;by several factors, including the candidate&rsquo;s skills and experience, and current market.&nbsp;
 </p>
 <p>
  We are an equal opportunity employer, welcoming and encouraging diversity within our team. We are committed to fostering an environment in which each employee can contribute creative ideas, face challenges, assume leadership roles, and continue to meet and exceed both business and personal goals.
 </p>
</div>


Operations Associate

Join Northwestern Mutual and explore 10   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

Financial Representative Entry Level

Financial Advisor

Financial Advisor

Client Advisor with Athletic Background

Associate Financial Representative

Life Claims Specialist (NRF) - Remote

Operations Associate