Sales Execution Team - Associate

Northwestern Mutual; Minneapolis (MN); On-site; USD 45,000 - 65,000; Full time

Job summary

Northwestern Mutual Minneapolis is seeking an Associate to support Financial Representatives with operations, underwriting, and client service, helping advisors focus on client relationships and growth.

You will maintain records, prepare plans and presentations, coordinate underwriting, and assist with onboarding, reports, and compliance, contributing to a superior client experience.

Qualifications

• Bachelor’s degree or equivalent experience.
• Strong customer service and relationship-building skills.
• Excellent organizational, communication, and problem-solving abilities.
• High attention to detail and commitment to accuracy.
• Ability to manage multiple priorities in a fast-paced environment.
• Proficiency with Microsoft Office and CRM systems.
• Financial services, insurance, or wealth management experience preferred.
• Commitment to ongoing professional development and industry learning.

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 incoming 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.

Skills

Customer service

Relationship-building

Organizational skills

Communication

Problem-solving

Attention to detail

Multi-tasking

Microsoft Office

CRM systems

Education

Bachelor’s degree or equivalent experience

Tools

CRM systems

Microsoft Office

Job description

At Northwestern Mutual – Minneapolis,our mission is Securing Futures, Enhancing Lives and Creating Legacies for businesses and individuals in Minnesota and throughout the United States. We complete our mission by providing comprehensive financial planning, responsive customer service, and best-in-class financial products.

The Sales Execution Team provides administrative, operational, and sales support to Financial Representatives, helping them focus on building client relationships and growing their business. As an Associate, you will work closely with advisors to support, financial planning activities, underwriting processes, and compliance requirements that helps drive business growth and deliver exceptional client experience.

Responsibilities include, but are not limited to:

Operations Support

• 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 incoming communications.
• Generate reports and materials for meetings and business reviews.

Sales & Client Service Support

• 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.

Qualifications

• Bachelor’s degree or equivalent experience

• Strong customer service and relationship-building skills.
• Excellent organizational, communication, and problem-solving abilities.
• High attention to detail and commitment to accuracy.
• Ability to manage multiple priorities in a fast-paced environment.
• Proficiency with Microsoft Office and CRM systems.
• Financial services, insurance, or wealth management experience preferred.
• Commitment to ongoing professional development and industry learning.

What You'll Bring

• A collaborative mindset and strong work ethic.
• The ability to support multiple individuals and projects simultaneously.
• A passion for helping others succeed.
• Professionalism, initiative, and attention to detail.

This role is ideal for someone who enjoys supporting a team, managing processes, and contributing to the growth and success of both clients and Financial Representatives.

We are looking for individuals to join our company who live by our core values:

• Mutual Belief: We share a deeply rooted belief in Northwestern Mutual, its financial planning philosophy, and its exclusive distribution system. We are committed to the mission of delivering financial security to our clients by integrating insurance and wealth management planning TOGETHER.
• Self-Driven Growth: We are self-starters who actively seek to improve and evolve. We tackle challenges with creativity and a solutions-oriented mindset. We believe there is no limit to what we can learn or achieve.
• Integrity and Trust: We believe in doing the right thing. We take ownership of our actions and hold ourselves accountable. We earn trust by being consistent, dependable and transparent in all we do.
• Relentless Pursuit of Excellence: We take pride in doing our best work. We show up, follow through, and aim for excellence - not for praise, but because our clients deserve nothing less.
• Service to Others: We are here to serve - not just our clients but each other. We act with humility, lift those around us, and act in each other’s best interests. We lead by example and use our influence to build a stronger team, stronger community and stronger client relationships.

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI.