Job Description
Job Description
Salary : $55,000-$60,000 DOQ
At Northwestern Mutual Minneapolis,our mission is Securing Futures, Enhancing Lives and Creating Legacies for businesses and individuals in Minnesota and throughout the United States. We complete our mission by providing comprehensive financial planning, responsive customer service, and best-in-class financial products.
We are looking for individuals to join our company who live by our core values :
Mutual Belief : We share a deeply rooted belief in Northwestern Mutual, its financial planning philosophy, and its exclusive distribution system. We are committed to the mission of delivering financial security to our clients by integrating insurance and wealth management planning TOGETHER.
Self-Driven Growth : We are self-starters who actively seek to improve and evolve. We tackle challenges with creativity and a solutions-oriented mindset. We believe there is no limit to what we can learn or achieve.
Integrity and Trust : We believe in doing the right thing. We take ownership of our actions and hold ourselves accountable. We earn trust by being consistent, dependable and transparent in all we do.
Relentless Pursuit of Excellence : We take pride in doing our best work. We show up, follow through, and aim for excellence - not for praise, but because our clients deserve nothing less.
Service to Others : We are here to serve - not just our clients but each other. We act with humility, lift those around us, and act in each others best interests. We lead by example and use our influence to build a stronger team, stronger community and stronger client relationships.
The purpose of the Client Relations Center (CRC) is to uphold Northwestern Mutuals commitment to policy owners while creating new opportunities for quality representatives to enhance their existing business.
The responsibility of the Client Relations Center Associate is to partner with the CRC Director to manage the daily operations of the CRC. The CRC Associate supports a team of Financial Representatives who reconnect with the unassigned clients to build financial security through fully integrated planning. This individual should thrive in an environment that promotes direct engagement with colleagues and delivers concierge level service.
Responsibilities include, but are not limited to :
Business Operations
Client Management
Lead Generation
Qualifications
Word mail merge
Competencies
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI.
Client Associate • Minneapolis, MN, US