Financial Planning Coordinator

6 days ago

Los Angeles, California, United States Northwestern Mutual Full time $48,000 - $64,000 per year

The responsibility of the Financial Planning Coordinator is to focus on life, disability, and long-term care insurance applications and underwriting for a growing and highly productive group of financial advisors under the supervision of the Director of New Business. Additionally, the Financial Planning Coordinator assists new advisors with their practices by managing and overseeing the flow of business, assisting clients in the application and underwriting process, and playing an instrumental role in creating future planning analysis presentations.

ESSENTIAL DUTIES AND RESPONSIBILITIES

New Business and Underwriting Processing:

  • Preparing and processing all insurance applications
  • Managing the medical examination process, scheduling exams, and sending lab slips and results to underwriting
  • Acting as a liaison in collaboration with Financial Advisors between a client and an underwriter to request or deliver correspondence, documents, and information with a high level of professionalism, timeliness, and confidentiality
  • Prioritizing work according to client and underwriter needs within set turnaround times, keeping underwriter apprised of potential client issues and Financial Advisors aware of underwriter's needs
  • Developing and maintaining a working relationship with colleagues and company staff, and checking in weekly with advisors to provide case status updates
  • Working closely with Financial Advisors to determine and handle their policy servicing needs for clients
  • Producing quotes from illustration software and preparing personalized planning analysis documents
  • Entering and maintaining client and policy data in computer system and electronic file system; tracking and following up on tasks forwarded to other staff or clients to ensure timely completion
  • Regularly reviewing and managing online reporting systems, ensuring that all data is accurately reflected and making corrections to records whenever necessary
  • Preparing Px (financial planning) plans
  • Be the back-up for all reporting needs
  • This individual will be a key player on the team to support special projects where needed

Job Type: Full-time

Pay: $ $30.00 per hour

Expected hours: 40 per week

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Flexible spending account
  • Health insurance
  • Health savings account
  • Life insurance
  • Paid time off
  • Parental leave
  • Vision insurance

Work Location: In person

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