The Berry Network Office of Northwestern Mutual is seeking a Financial Planning Coordinator who works with financial representatives to deliver financial security to their clients through a comprehensive planning process that integrates risk and investment products. Coordinators help financial representatives increase productivity by providing planning and integrated operations support. Responsibilities include but are not limited to:
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Conduct regular one-on-one meetings with assigned representatives
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Prepare integrated plans using software (PX and Illustration System)
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Prepare investment proposals
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Prepare annual review information
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Review and submit applications for insurance and investments
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Actively manage underwriting process and regularly follow up on outstanding requirements
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Prepare policies for delivery and obtain Policy Delivery Acknowledgements
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Process any services requests including policy changes, beneficiary designations and EFT drafts
- Excellent verbal and written communication skills with the ability to work effectively with people at all levels
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Life/Health and Long-Term Care licenses desired or willingness to obtain in first 90 days
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Ability to maintain a high degree of confidentiality and professionalism
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Effective organization and time management skills with the ability to thrive in a fast-paced environment
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Strong analytical skills
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Strong attention to details and accuracy
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Ability to thrive in a fast-paced environment
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Ability to take independent action to make sound decisions
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Proficiency with Microsoft Office
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Committed to professional development (e.g., licensing, registration, designations)
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Willingness to obtain additional financial services licensing within 1 year
Bachelor's degree required plus 2 years of related experience and/or training
