Nationwide Financial Representative
3 weeks ago
Join Our Team of Professionals
">Northwestern Mutual is seeking a highly skilled and motivated individual to join our team as a FINRA licensed customer service representative. In this role, you will serve as the primary point of contact for our clients, their Northwestern Mutual Financial Representatives, and supporting staff members.
Your primary goals will include aligning to quality and productivity metrics specific to your team's product and service benchmarks. You will become a vital contributor to our positive environment and demonstrate a strong commitment to collaboration and shared success.
To succeed in this role, you will need to possess excellent interpersonal and written communication skills. You should also be an analytical problem solver adept at solving complex problems and exercising judgment. Additionally, you should have knowledge of insurance, investment, or financial markets, as well as an aptitude for understanding technology and how software, systems, and applications influence the customer experience.
In return for your hard work and dedication, you can expect a competitive salary range of $21.35-$32.59 per hour, depending on your skills, education, training, credentials, and experience. We offer a comprehensive benefits package, including opportunities for growth and professional development.
Responsibilities:
- Serve as the primary point of contact for clients, their Northwestern Mutual Financial Representatives, and supporting staff members
- Align to quality and productivity metrics specific to your team's product and service benchmarks
- Become a vital contributor to our positive environment and demonstrate a strong commitment to collaboration and shared success
- Demonstrate excellent interpersonal and written communication skills
- Solve complex problems and exercise judgment
- Have knowledge of insurance, investment, or financial markets
- Understand technology and its impact on the customer experience
Benefits:
- Competitive salary range of $21.35-$32.59 per hour
- Comprehensive benefits package
- Opportunities for growth and professional development
-
Franklin, Wisconsin, United States James Bild - State Farm Agent Full timeJob OverviewThe Financial Services Representative role at James Bild - State Farm Agent presents a unique opportunity to excel in the financial services industry. This position requires individuals with strong analytical and communication skills to provide clients with tailored financial planning and investment advice.
-
Customer Service Representative
2 weeks ago
Franklin, Wisconsin, United States Northwestern Mutual Careers Full timeJob OverviewWe are seeking a skilled Customer Service Representative to join our team at Northwestern Mutual. In this role, you will provide exceptional customer service to credit union members and employees, handling financial transactions with accuracy and professionalism.About the JobThis is a full-time position working Monday through Friday from 7:45am...
-
Financial Services Consultant
1 week ago
Franklin, Wisconsin, United States James Bild - State Farm Agent Full timeJob OverviewAs a Financial Services Representative with James Bild - State Farm Agent, you will be responsible for marketing and selling financial products to manage everyday risks. With your proficient knowledge of financial products, you will educate customers on their financial options and provide expert advice on investment planning.Salary RangeWe offer...
-
Client Service Representative
2 weeks ago
Franklin, Wisconsin, United States Northwestern Mutual Full timeJob Summary:We are seeking a Client Service Representative to join our team. In this role, you will be responsible for delivering exceptional customer service and support to our clients.
-
Financial Services Consultant
1 month ago
Franklin, Wisconsin, United States Northwestern Mutual Full timeWe 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...
-
Strategic Financial Growth Advisor
4 weeks ago
Franklin, Wisconsin, United States Northwestern Mutual Full timeCompany OverviewAt Northwestern Mutual, we are a leading provider of financial services. Our commitment to innovation and growth has earned us a strong reputation in the industry.Job SummaryWe are seeking an experienced Strategic Financial Growth Advisor to join our team. This role will involve partnering with financial advisors to enhance field productivity...
-
Strategic Financial Planning Expert
1 month ago
Franklin, Wisconsin, United States Northwestern Mutual Full timeAbout Northwestern MutualWe prioritize investing in our people, fostering a culture of care and making a positive difference.Role OverviewWe are seeking a skilled professional to focus on delivering results for the adoption of our new planning experience with existing advisors and new recruits. This role involves traveling extensively to work with advisors,...
-
Financial Insurance Underwriting Specialist
3 weeks ago
Franklin, Wisconsin, United States Northwestern Mutual Full timeJoin Our TeamWe are strong, innovative and growing. We invest in our people. We care and make a positive difference. At Northwestern Mutual, we value our employees' skills and expertise.Compensation Package:Pay Range: $75,180 - $139,620. The salary for this position is based on the candidate's skills, education, training, credentials and experience; the...
-
Financial Services Representative
1 week ago
Franklin, Wisconsin, United States James Bild - State Farm Agent Full timeAbout the JobWe are seeking a highly skilled individual to join our team as a Life Insurance Position - State Farm Agent Team Member. The successful candidate will have a strong background in life insurance sales, excellent communication skills, and the ability to work effectively in a fast-paced environment. This role involves promoting and selling life...
-
Financial Services Representative
2 weeks ago
Franklin, Wisconsin, United States Northwestern Mutual Careers Full timeCompany OverviewWe care about our members and strive to make a positive difference in their lives. Our team is dedicated to providing exceptional customer service and ensuring that our members receive the best possible experience.We are an equal opportunity/affirmative action employer and all qualified applicants will receive consideration for employment...
-
Field Customer Experience Specialist
2 weeks ago
Franklin, Wisconsin, United States Northwestern Mutual Careers Full timeJob Description:This role involves delivering exceptional customer experiences in a call center environment. As a Field Training Analyst, you will be responsible for resolving inquiries and transactions from Financial Representatives and clients on basic, intermediate, and complex calls and transactions.The ideal candidate will promote client retention and...
-
FINRA Licensed Support Specialist
3 weeks ago
Franklin, Wisconsin, United States Northwestern Mutual Life Insurance Company Full timeA Career Opportunity Like No Other">Are you looking for a career that offers a unique blend of challenge, reward, and personal growth? Look no further than Northwestern Mutual, where we are seeking a highly skilled and motivated individual to join our team as a FINRA licensed customer service representative.In this role, you will serve as the primary point...
-
Portfolio Management Specialist
7 days ago
Franklin, Wisconsin, United States James Bild - State Farm Agent Full timeAbout the RoleAs a Financial Services Representative with James Bild - State Farm Agent, you will play a key role in helping clients achieve their financial goals. Your expertise in financial products and services will enable you to provide tailored solutions to meet their needs.Compensation PackageThe compensation package includes a base salary of $70,000...
-
Risk Management Advisor
1 week ago
Franklin, Wisconsin, United States James Bild - State Farm Agent Full timeJob SummaryWe are seeking an experienced Financial Services Representative to join our team at James Bild - State Farm Agent. As a key member of our team, you will be responsible for delivering exceptional customer service and providing expert advice on financial products and services.CompensationThe annual salary range for this position is $80,000 -...
-
Senior Life Underwriting Expert
2 weeks ago
Franklin, Wisconsin, United States Northwestern Mutual Careers Full timeNorthwestern Mutual Careers is seeking a talented Senior Life Underwriting Expert to join our team. This role is perfect for someone who is passionate about building relationships and underwriting complex insurance applications.About the RoleThis position will be responsible for analyzing and appraising life insurance applications, approving or declining...
-
Investment Client Service Representative
3 weeks ago
Franklin, Wisconsin, United States Northwestern Mutual Life Insurance Company Full timeCompany OverviewWe are a leading provider of financial services, dedicated to helping individuals and families achieve their long-term goals. Our team is comprised of experienced professionals who are passionate about delivering exceptional service and support.Job SummaryWe are seeking a highly skilled Investment Client Services Specialist to join our team....
-
Customer Service and Relationship Manager
2 weeks ago
Franklin, Wisconsin, United States Northwestern Mutual Careers Full timeAbout the Role:We are seeking an experienced customer service professional to join our team as a Field Training Analyst. In this role, you will provide exceptional customer service to clients in a call center environment.Responsibilities include resolving inquiries and transactions from Financial Representatives and clients on basic, intermediate, and...
-
Risk Management Specialist
1 month ago
Franklin, Wisconsin, United States Northwestern Mutual Full timeJob SummaryWe are seeking a highly skilled Risk Management Specialist to join our team. In this role, you will be responsible for analyzing and appraising insurance applications, approving, classifying, or declining them as needed. You will also provide guidance and assistance to our Financial Network and Financial Representatives regarding case underwriting...
-
Franklin, Wisconsin, United States Northwestern Mutual Full timeJob SummaryAs a Life Insurance Underwriter at Northwestern Mutual, you will be responsible for building relationships with Financial Advisors and internal partners. You will develop the skills necessary to successfully underwrite Life, Disability, and/or Long-term Care insurance policies in an inclusive and fast-paced environment ensuring all quality,...
-
Investment Operations Expert
4 weeks ago
Franklin, Wisconsin, United States Northwestern Mutual Full timeWe are strong, innovative and growing. We invest in our people. We care and make a positive difference.This role supports field and client operations with investment account trading and management. Team members collaborate closely with Northwestern Mutual's financial representatives and staff to deliver exceptional operational support associated with trading...