Sales Execution Team - Associate
Overview
Northwestern Mutual seeks a dedicated associate to drive operational excellence within our Sales Execution Team. This role supports advisors by handling administrative tasks and enabling client relationship growth across Minnesota and beyond.
What You'll Do13
- 1Maintain client records and case notes in CRM systems
- 2Manage onboarding and startup checklists for Financial Representatives
- 3Create and maintain compliant client files
- 4Prepare client correspondence and manage incoming communications
- 5Generate reports and materials for meetings and business reviews
- 6Meet regularly with Financial Representatives to review priorities and progress
- 7Assist with preparation of financial plans and client presentations
- 8Assemble meeting materials and maintain client documentation
- 9Support insurance and investment application processing
- 10Coordinate underwriting requirements and monitor case status
- 11Process client service requests and account updates
- 12Support representatives in achieving business development goals
- 13Assist with special projects as assigned
Requirements8
- 15+ years building ETL pipelines with Spark and Airflow
- 23-5 seasons leading cross-functional teams
- 3Bachelor's degree or equivalent experience
- 4Strong customer service and relationship-building skills
- 5Excellent organizational and communication abilities
- 6High attention to detail and commitment to accuracy
- 7Proficiency with Microsoft Office and CRM systems
- 8Financial services, insurance, or wealth management experience preferred
Salary Insight
Salary not disclosed in listing
Location
Required Skills
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