Northwestern Mutual · 21 hours ago
Sales Support Associate
Stamford, CT
Full-time
Onsite
New Grad, Entry Level
$50K/yr - $60K/yrNorthwestern Mutual is seeking a dedicated and enthusiastic Sales Support Representative to join their dynamic team. In this role, you will enhance customer satisfaction while supporting the sales process, serving as a vital link between the sales team and customers. Your responsibilities will include managing the underwriting process, preparing materials for Financial Representatives, and supporting lead generation activities.
AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
Responsibilities
Conduct weekly one-on-one meetings with all Financial Representatives supported
Prepare, or collaborate with others, to develop consistent, high quality life stage appropriate plans for every Financial Representative subscribing to the Financial Planning unit
Prepare, or collaborate with others, to develop an integrated package for Financial Representatives to deliver to their clients as part of a pre-sale package
Compile meeting kits which includes all materials needed for the approach, close, delivery and client review
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
· Monitor daily underwriting reporting 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
Support the sales team in lead generation activities and follow-up communications
Participate in training sessions to stay updated on product knowledge and sales techniques
Qualification
Required
Ability to assess client financial situations and analyze portfolios to develop and implement comprehensive plans aligned with client goals; including counseling representatives on a variety of proactive approaches and solutions
Strong customer relationship and customer service skills
Strong analytical, problem solving, written and verbal communication skills, with the ability to work well with others
Strong attention to detail, accuracy and reliability with the ability to thrive in a fast-paced environment
Committed to professional development (e.g. licensing, registration, designations)
Ability to multi-task effectively
Proficiency in using CRM software and Microsoft Office Suite
Preferred
Previous experience in sales or support roles is preferred but not required
Benefits
401(k)
401(k) matching
Dental insurance
Employee assistance program
Health insurance
Health savings account
Life insurance
Opportunities for advancement
Paid parental leave
Paid time off
Paid training
Parental leave
Professional development assistance
Referral program
Retirement plan
Vision insurance
Company
Northwestern Mutual
Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments.
Founded in 1857
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Timothy Gerend
Chairman, President and CEO
Phil Odella
COO/CFO
Recent News
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