What are the responsibilities and job description for the Director of Client Services position at Northwestern Mutual?
The Director of Client Service’s role is to provide all aspects of sales support to financial representatives. Specific responsibilities include but will not be limited to:
Planning, Sales, and Service Support:
Conduct weekly one-on-one meetings with Financial Representatives.
Participate in Development Team meetings to disseminate and gather information for the betterment of the reps and the office.
Compile case preparation which includes all materials needed for the approach, close, delivery and client review.
Review advisor’s notes and input in client files.
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
- Daily monitoring of status reports and taking appropriate steps to ensure all underwriting requirements are being met
- Process, or collaborate with others to complete insurance product 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
- Other projects as assigned by Director of Operations and Director of Business Development
General Responsibilities
- Greet visitors and direct them appropriately.
- Answer, screen, and record telephone calls.
- Maintain the reception area, copy room, kitchen, and conference rooms.
IDEAL CANDIDATE
- This person is charismatic and proactive. They enjoy engaging with clients. They are a natural problem solver and eager to learn how to build a comprehensive financial plan that integrates insurance and investment recommendations.
- Strong customer relationship and customer service skills with highly effective written and verbal communication skills.
- High level or organizational skills with the ability to take independent action to make sound decisions.
- Strong attention to detail, accuracy and reliability with the ability to thrive in a fast-paced environment.
- Committed to professional development (e.g. licensing, registration, designations).
- Life, Accident, and Health Licenses (or the ability to obtain theses licenses within 3 months of hire)
Job Type: Full-time
Pay: $37,000.00 - $45,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Schedule:
- 8 hour shift
Ability to Relocate:
- Lexington, KY: Relocate before starting work (Required)
Work Location: In person
Salary : $37,000 - $45,000
