Financial Services Consultant

1 week ago


Franklin, Wisconsin, United States Northwestern Mutual Full time

We are seeking a highly skilled and dedicated individual to join our team as a Financial Services Consultant at Northwestern Mutual. This role offers an exciting opportunity to work with our clients, providing personalized and remarkable experiences that exceed their expectations.

As a Financial Services Consultant, you will be responsible for delivering exceptional customer service by answering questions, providing servicing options, and helping clients with their products or services in a call center environment. You will also be proficient in resolving inquiries and transactions from Financial Representatives and clients on basic and intermediate levels, while learning to become proficient in complex work.

Key responsibilities include:

  • Delivering a personalized experience for our field partners and their staff
  • Providing servicing options and resolving inquiries and transactions
  • Helping clients with their products or services in a call center environment
  • Researching and evaluating possible solutions to complex problems
  • Taking ownership of calls and anticipating future issues to avoid repeat calls and unnecessary transfers

The ideal candidate will have:

  • Associates degree in business or related field or equivalent combination of education and experience
  • Minimum 2 years related customer service experience with proven customer service skills
  • Solid understanding of Investment or Income markets or products
  • 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

Northwestern Mutual is committed to providing its employees with a competitive salary and benefits package. The estimated salary for this role is $25.00 - $35.00 per hour, based on location and experience.

At Northwestern Mutual, we value diversity and inclusion in the workplace. We are an equal opportunity/affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age or status as a protected veteran.



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