Financial Planning Associate – Northwestern Mutual – Owensboro, KY

Financial Planning Associate

Northwestern MutualOwensboro, KY

Financial Planning Associate works with financial representatives to deliver financial security to their clients through a comprehensive planning process that integrates risk and investment products. Associates help financial representatives increase productivity by providing planning and integrated operations support.

Specific responsibilities include but will not be limited to:

Marketing Support

  • Administer the Start-up kit to onboard new financial representatives. This includes ordering and setting up:
  • Business cards, stationery and marketing materials
  • Website, voice mail, E-mail signature and professional profiles
  • Generate client feed lists, automatics and cross-sell reports

Sales and Service Support

  • Compile meeting kits which include all materials needed for the approach, close, delivery and client review
  • Collect and input client meeting notes
  • Maintain compliant electronic client files, complaint files and check and order logs
  • Manage underwriting process which includes providing, or collaborating with others to provide:
  • Pre-filling applications
  • Pre-checking applications for completeness and accuracy
  • Submitting applications
  • Scheduling requirements and medical exams
  • Monitoring of the Daily Status Report (DSR) and take action on cases needing attention
  • Process, or collaborate with others to open/fund investment accounts and investment service requests such as funds disbursements, account transfers, and trade correction requests
  • Process, or collaborate with others to complete risk product (POS) service requests such as name and address changes, beneficiary changes, updates to Insurance Service Accounts to facilitate the collection of payments, etc.
  • Prepare and manage client communications

Qualifications

Required

  • Strong analytical, problem-solving, and written and verbal communication skills, with the ability to work well with others
  • Strong organizational and time management skills with the ability to set priorities and meet deadlines
  • Strong attention to detail, accuracy, and reliability with the ability to thrive in a fast-paced environment

Preferred

  • Life, Accident & Health insurance licenses
  • Associate Financial Representative contract
  • Bachelor’s Degree in business, finance and/or equivalent work experience
  • Series 6 or 7, and 63

Job Type: Full-time

Required education:

  • Bachelor’s

» Apply Now

Please review all application instructions before applying to Northwestern Mutual.

Apply Now

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