New Financial Representative Support Administrative Assistant
Northwestern Mutual - East Lansing, MI

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As a New Financial Representative Support Administrative Assistant, your goal is to provide administrative support for new financial representatives. When you help new representatives focus on achieving Granum-level activity and successful Client Building, you help them succeed in the business. Not only does this help the new financial representative, it also helps Northwestern Mutual increase overall retention and maintain the size of its field force, and it also helps enhance future recruiting opportunities. Specifically, you reduce the time new representatives spend on administrative tasks and increases the time they spend on activities directly related to Client Building.

To do this, you would:
*Provide administrative and marketing support to new representatives so they can focus on Client Building activities
*Provide tools and support for referred-lead prospecting (6-step prospecting and 3-step promotion) through the execution of Discovering Your Markets (DYM).
*Eliminate distractions and keeps new representatives focused

Detailed Breakdown of Functions:

Operations Support
*Upload agent case notes into client management database along with assigning next activities
*Create and maintain compliant client file folders
*Creating compliant letters/sending out correspondence and handling incoming mail and e-mail
*Maintain marketing materials for financial representatives

Sales Support
*Pre-check insurance applications and copy them for client files
*Case prep for representative’s mentor meetings including running Life/Disability illustrations
*Conducts regular one-on-one meeting with assigned representatives
*Schedules underwriting requirements with clients and orders medical exams
*Actively manages underwriting process, and follow-up on outstanding requirements
*Prepares policy for delivery and obtain Policy Delivery Acknowledgements
*Prepare materials for initial introduction meeting, and sales presentations
*Process services requests
*Coach representative towards effectively using their time to build clientele; support the activity coaching (quantity & quality) initiative
*Other projects as assigned by Director of Operations

Needs Analysis
*Basic input and report preparation of Personal Needs Analysis system
*Complete re-work of proposals and prepare final reports

Marketing Support
*Initiate feed lists
*Administer Marketing Start-up kit (business cards, stationery, e-mail auto signature, professional profiles, press release announcing new financial representatives, and review of marketing site)

Requirements/ Qualifications:
*Excellent customer service skills, phone etiquette, customer support experience
*Manage multiline phone system
*Proficient computer skills, Microsoft Office (Word, Excel, Outlook)
*Obtain Life/ Accident/ Health insurance license, and FINRA Series 6/63 registration
*Background check

Candidate Competencies

Action Oriented
*Enjoys working hard
*Is action oriented, full of energy and confident
*Does not procrastinate and sets challenging goals

*Can marshal resources to accomplish what needs to be done
*Is able to orchestrate multiple activities at one time to meet goals/deadlines
*Uses resources effectively
*Arranges information/files in a useful manner
*Understands policies and procedures

Process Management
*Understands how to separate and combine tasks into efficient workflow
*Knows how to organize people and activities
*Excellent at figuring out the process necessary to get things done in a timely manner

Priority Setting
*Spends time on what is mission critical and for very important
*Quickly ascertains what is critical and manages different priorities
*Can quickly sense what will help or hinder accomplishing the objective at hand
*Measures performance against goals

Drive for Results
*Can be counted on to exceed goals successfully
*Is a top performer
*Can motivate and encourage representatives to focus on best business practices
*Able to give direct and constructive feedback to representatives

Time Management
*Uses time effectively
*Concentrates efforts on important priorities at hand
*Knows how to manage time against deadlines and timelines

Customer Focus
*Dedicated to meeting and exceeding the expectations of our office and its customer (the representative)
*Establishes and maintains solid relationships with representatives founded on trust and respect
*Good at focused listening

About Northwestern Mutual
The Northwestern Mutual Life Insurance Company – Milwaukee, WI (Northwestern Mutual), the “World’s Most Admired” life insurance company in 2011 according to FORTUNE® magazine, has helped clients achieve financial security for more than 150 years. The company focuses solely and directly on its clients and seeks to deliver consistent and dependable value to them over time. Northwestern Mutual and its subsidiaries offer a holistic approach to financial security solutions including: life insurance, long-term care insurance, disability insurance, annuities, investment products, and advisory products and services.

Compensation: $25,000- $30,000 Depending on experience and qualifications
Benefits: Simple IRA, Group Life and Disability Insurance

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The Northwestern Mutual Life Insurance Company - Milwaukee, WI (Northwestern Mutual) has helped clients achieve financial security for more...