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Investment Client Svcs Rep Hybrid - FRANKLIN, WI,

Job Information

Job Order ID :
WI3654164
# of Positions :
1
Minimum Education Level :
Vocational Degree
Experience Required :
Training :
Associate Degree
Duration :
Shift :
Unspecified
Hours per week:
40

Job Description

 
JOB REQUIREMENTS: At Northwestern Mutual, we are strong, innovative and
growing. We invest in our people. We care and make a positive
difference. Primary Duties & Responsibilities: Delivers a personalized
and remarkable experience for our clients by answering their questions,
providing servicing options and helping them with their products or
services in a call center environment Proficient at resolving inquiries
and transactions from Financial Reps and clients on basic and
intermediate (semi-complex) level calls and transactions in a registered
area and is learning to become proficient in complex work. Researches
and evaluates possible solutions to complex problems that requires
identifying root cause and some deviations from procedures Takes
ownerships of calls and anticipates future issues to avoid repeat calls
and unnecessary call transfers Ability to de-escalate client experience
situations effectively while guiding clients through complex and unique
inquiries. Serves as a trusted advocate for our Financial
Representatives and partners with them to meet the needs of our clients.
Embraces new technology and serves as an advocate for website and
self-service capabilities by educating clients and field. Understands
risks and impacts that the transaction has on the client or policy.
Understands how systems connect to processes and outcomes. Drives change
and embraces continuous improvement by creating processes and provisions
to accommodate change. Fosters a professional relationship with our
clients to enhance brand loyalty Handles phone and transactional
responsibilities while adhering to strict confidentiality and privacy
standards Adept at shifting work priorities to meet the needs of the
business and customer demand. Qualifications: Associates degree in
business or related field or equivalent combination of education and
experience\* Minimum of 2 years related customer service experience with
proven customer service skills Advanced understanding of Investment or
Income markets or products (i.e. VA, VL, VUL Retirement or Business
markets) A basic understanding of tax implications Advanced written and
verbal communication skills Ability to multi-task and handle high volume
of calls/case load with the greatest possible degree of accuracy Strong
organization skills with the ability to prioritize tasks. A strong
desire to continuously learn and improve Strong problem-solving skills
and ability to provide options Demonstrated computer experience with
solid keyboarding skills and proficiency with current software packages
#LI-Hybrid This position has been classified as an Associated Person
under NMIS guidelines and requires fingerprinting and completion of
required form. Required Certifications: Non-Registered Fingerprinted -
FINRA Compensation Range: Pay Range - Start:\... For full info follow
application link. EEO/AA Employer/Vets/Disability \*\*\*\*\* APPLICATION
INSTRUCTIONS: Apply Online: ipc.us/t/2F3B0E760CB442D7 Qualified females,
minorities, and special disabled veterans and other veterans are
encouraged to apply.

Company Information

Name :
NORTHWESTERN MUTUAL LIFE INSURANCE

Application Information

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