Investment Professional

1 week ago


Raleigh, North Carolina, United States Northwestern Mutual Full time
Job Overview

The Northwestern Mutual Planning Department is seeking a skilled Investment Specialist to provide training and operational support to financial representatives. Key responsibilities include:

  • Conducting regular one-on-one meetings with assigned representatives to discuss training needs and goals
  • Developing and delivering training programs to enhance representatives' skills and knowledge
  • Preparing integrated plans using Northwestern Mutual software to support representatives' clients
  • Reviewing and submitting applications for insurance and investments
  • Managing the underwriting and onboarding process, including follow-up on outstanding requirements
  • Processing and monitoring services requests, including account openings and policy changes
  • Staying up-to-date on industry trends and performing research as needed

Requirements

  • Excellent communication and interpersonal skills
  • Ability to maintain confidentiality and professionalism
  • Strong organizational and time management skills
  • Analytical and problem-solving skills
  • Proficiency in Microsoft Office
  • Commitment to professional development and licensing

Education

Bachelor's degree required, plus 2 years of related experience and/or training



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