Sales Enablement & Operations Associate

Northwestern Mutual; Minneapolis (MN); On-site; USD 42,000 - 64,000; Full time

Job summary

Northwestern Mutual in Minneapolis is seeking an Associate to join the Sales Execution Team. You will support Financial Representatives with financial planning activities, underwriting processes, and compliance to help grow client relationships.

Responsibilities include maintaining client records in CRM, onboarding new clients, preparing correspondence, generating meeting materials, and assisting with insurance and investment applications.

Qualifications

• Bachelor's degree or equivalent experience.
• Strong customer service and relationship-building skills.
• Excellent organizational, communication, and problem-solving abilities.

Responsibilities

• Maintain client records and case notes in CRM systems.
• Manage onboarding and startup checklists for Financial Representatives.
• Create and maintain compliant client files.
• Prepare client correspondence and manage communications.
• Generate reports and materials for meetings and business reviews.
• Meet regularly with Financial Representatives to review priorities and progress.
• Assist with preparation of financial plans and client presentations.
• Assemble meeting materials and maintain client documentation.
• Support insurance and investment application processing.
• Coordinate underwriting requirements and monitor case status.
• Process client service requests and account updates.
• Support representatives in achieving business development goals.
• Assist with special projects as assigned.

Skills

Customer service

Relationship-building

Communication

Organizational skills

Problem-solving

Attention to detail

Multi-tasking

Team collaboration

Education

Bachelor's degree or equivalent experience

Tools

Microsoft Office

CRM Systems

Job description

Northwestern Mutual in Minneapolis is seeking an Associate to join the Sales Execution Team. You will support Financial Representatives with financial planning activities, underwriting processes, and compliance to help grow client relationships.

Responsibilities include maintaining client records in CRM, onboarding new clients, preparing correspondence, generating meeting materials, and assisting with insurance and investment applications.