Welcome Director

Welcome Director/SET

General Responsibilities:
The responsibility of the Administrative Support position is to serve as the primary contact for customers and policy owners and assist with work as needed. Specific responsibilities include but will not be limited to:

Welcome Director

• Greet visitors and direct them appropriately
• Answer, screen and record telephone calls
• Maintain telephone system and agency directory
• Train new personnel on how to use the phone system
• Process incoming and outgoing mail; deliver outgoing mail to Post Office
• Maintain the reception area
• Make copies, send and distribute faxes and maintain copy and fax machines
• Maintain inventory and order office supplies as needed
• Answer basic policy owner/policy benefit questions
• Act as administrative support for financial representatives/staff as needed
• Complete and/or assist with projects as assigned by the Office Manager/Director of Operations
• Cross-train in other support roles
• Maintain the kitchen and break areas
• Run daily/weekly and month end reports as needed
• Act as liaison between vendors and office
• Distribute and maintain office keys/name plates, etc.
• Submit building maintenance requests and follow up on progress
• Sales Execution Team(SET)
• Operations Support
• Case notes into CRM
• Create and maintain compliant client file folders
• Creating compliant letters/sending out correspondence and handling incoming mail and e-mail
• Planning, Sales, and Service Support
• Conduct weekly one-on-one meetings with all Financial Representatives supported
• Participate in Development Team meetings to disseminate and gather information for the betterment of the reps and the office
• 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
• Collect and input client meeting notes
• 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
• Monitoring of the Daily Status Report (DSR) 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
• Process, or collaborate with others to complete risk product (POS) service requests such as name and address changes, beneficiary changes, updates to Insurance Service Accounts to facilitate the collection of payments, etc.
• Prepare and manage client communications

Marketing Support

• Initiate and create feed lists
• Basic website setup
• Administer Marketing Start-up kit (business cards, stationery, e-mail auto signature, professional profiles, NewsBrief, press release, and review of marketing site on LINKnet)

Qualifications:
It is recommended that the Welcome Director/SET have the following qualifications:

• Basic computer and Microsoft Office experience
• Customer service experience strongly preferred
• Ability to handle detailed work with high degree of accuracy
• Excellent interpersonal skills
• Experience in problem-solving
• High level of organizational skills
• Excellent written and oral communication skills
• Professional office skills
• Ability to take independent action to make sound decisions
• Ability to multi-task
• Ability to be flexible and open-minded.
• Ability to work effectively with people at all levels

About Us

For over 160 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.

Our tailored approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.

Our Financial Representatives are valued partners, and proud business owners. We value an inclusive and belonging environment where everyone’s different viewpoints bring new successes!

Why join Northwestern Mutual:

• Fortune 100 company (2021)
• Forbes' Best Employers for Diversity (2018-2020)
• Top 10 US Independent Broker-Dealers
• #1 Amongst Life Insurers Most Admired Companies for Financial Soundness
• Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
• $224 billion (retail investment client assets held or managed)

1. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and InvestmentNews, April 2021.

2. To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria. Details at fortune.com

3. Combined client assets of NMIS and NMWMC as of June 30, 2021

Northwestern Mutual Financial Representatives are Independent Contractors whose income is based solely on production.

Job Type: Part-time

Pay: From $15.00 per hour

Expected hours: 20 – 25 per week

Benefits:

• Paid time off

Experience level:

• No experience needed

Shift:

• Day shift

Weekly day range:

• No weekends

Work Location: In person