Northwestern Mutual · 1 day ago
Servicing Advisor
Fairview Heights, IL
Full-time
Onsite
Entry Level
$40K/yr - $60K/yr
1+ years expNorthwestern Mutual is empowering physicians, dentists, and families through comprehensive financial planning. The Servicing Advisor role will be responsible for growing and managing client relationships, assisting with preparing and presenting financial plans and recommendations.
AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
Responsibilities
Coordinating meetings for self and lead advisor
Schedule and conduct review meetings with existing clients
Prequalify prospects based on predetermined criteria
Call to schedule introductory meetings with prospective clients
Use known channels to engage with prospects and generate interest (lists, social media, etc.)
Maintain accurate and up to date records of client activity in our CRM management tool
Maintain organized and accurate client files
Maintain organized tracking of personal performance metrics towards corresponding production goals
Ultimately help to continue servicing existing clients, helping to attract new clients, and impacting sales goals
Qualification
Required
1-2 yrs experience in a professional office setting
Obtain Life and Health license within 90 days of employment
Obtain SIE, Series 63, and Series 7 licenses within 1 year of employment
Preferred
Finance Industry experience
Experience using CRM
Benefits
Health, Vision, & Dental Insurance
HSA for qualified employees
Short-term Disability
PTO + Holiday Pay
Base compensation proportionate to experience level plus bonus opportunities
Industry licensing and continuing education expenses
Personal and professional development opportunities
Dental insurance
Employee assistance program
Health insurance
Health savings account
Paid time off
Paid training
Professional development assistance
Vision insurance
Company
Northwestern Mutual
Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments.
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Timothy Gerend
Chairman, President and CEO
Phil Odella
COO/CFO
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