Remote Brokerage Services Registered Analyst

Northwestern Mutual; Franklin (WI); Remote; USD 32,000 - 48,000; Full time

Job summary

Northwestern Mutual in Milwaukee, WI is seeking a skilled client service professional to deliver personalized financial product support in a high-volume call center. You will answer questions, present servicing options and help clients and Financial Reps navigate complex transactions with accuracy and discretion.

The role requires strong communication, multi-tasking and knowledge of investment or income products. FMI licenses (Series 63/7/SIE) may be needed and fingerprinting is required.

Qualifications

• Associates degree in business or related field, or equivalent combination of education and experience.
• Minimum of 4 years related customer service experience with proven customer service skills.
• Expert knowledge of investment or income products or markets (i.e.VA, VL, VUL, Retirement & Business markets).
• Advanced written and verbal communication skills.
• Ability to multi-task and handle high volume of calls/case load with the greatest possible degree of accuracy.
• Demonstrated computer experience with solid keyboarding skills and proficiency with current software packages.
• This position has been classified as a Registered Representative under NMIS guidelines and requires fingerprinting.
• Series 63 - FINRA, Series 7 - FINRA, SIE - FINRA

Responsibilities

• Answer client questions and provide servicing options in a call center environment.
• Resolve inquiries and transactions for Financial Reps and clients.
• Promote client retention and refer to field when needed.
• Coach, mentor or train others as needed.

Skills

Customer service

Communication skills

Multi-tasking

Problem solving

Mentoring/ training

Confidentiality

Education

Associates degree in business or related field

Tools

FINRA Series 63

FINRA Series 7

FINRA SIE

Job description

Northwestern Mutual in Milwaukee, WI is seeking a skilled client service professional to deliver personalized financial product support in a high-volume call center. You will answer questions, present servicing options and help clients and Financial Reps navigate complex transactions with accuracy and discretion.

The role requires strong communication, multi-tasking and knowledge of investment or income products. FMI licenses (Series 63/7/SIE) may be needed and fingerprinting is required.