Financial Planning & Client Services Associate

Northwestern Mutual; Florham Park (NJ); On-site; USD 55,000 - 65,000; Full time

Job summary

A leading financial services company in Florham Park, NJ is seeking a Sales Execution & Financial Planning Associate. This full-time role requires establishing client relationships, assisting in financial planning processes, and managing underwriting operations. Candidates should have 2-5 years in insurance support, strong organizational skills, and a proactive approach. Life and Health licensing is preferred, and a commitment to professional development is encouraged.

Qualifications

• 2-5 years experience in insurance/New Business/Underwriting Support.
• Life and Health Licensed (Preferred).
• Desire to work in the Financial/Insurance Industry.

Responsibilities

• Establish and cultivate trusting relationships with new and existing clients.
• Assist Financial Representatives in developing financial strategies.
• Manage underwriting process including application submissions and monitoring.

Skills

Attention to Detail

Customer Relationship Skills

Problem-Solving Skills

Organizational Skills

Proactive Attitude

Job description

A leading financial services company in Florham Park, NJ is seeking a Sales Execution & Financial Planning Associate. This full-time role requires establishing client relationships, assisting in financial planning processes, and managing underwriting operations. Candidates should have 2-5 years in insurance support, strong organizational skills, and a proactive approach. Life and Health licensing is preferred, and a commitment to professional development is encouraged.