Northwestern MutualAssociate Financal Representative
Jun. 2022Client Service:
· Manage case notes, client correspondence, case files, and Insurance/Investment related materials.
· Client scheduling and servicing.
· Gather and process client information for all product lines.
· Liaison between Home Office, Advisors, and Clients. Insurance Service:
· Prepare Insurance, Annuity, and LTC illustrations. · Complete Insurance, Annuity, and LTC applications.
· Manage all applications through underwriting to policy approval. · Process incoming non-securities related service requests from clients. Administrative Support: · Maintains efficient and organized day to day operations for team. · Preparing Investment/Insurance Reports for all client meetings. · Calendar management. · CRM management and data entry.