Brokerage Services Analyst - Remote

October 29

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Northwestern Mutual

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To learn about our company visit Northwestern Mutual's website at www.northwesternmutual.com

5001 - 10000

Description

• Delivers a personalized and remarkable experience for our clients by answering questions • Expert at resolving inquiries and transactions from Financial Reps and clients in a call center • Researches and evaluates possible solutions to complex problems • Regularly promotes client retention by identifying opportunities for the field to build relationships • Takes ownership of calls and anticipates future issues to avoid repeat calls • Ability to de-escalate client experience situations effectively • Serves as a trusted advocate for Financial Representatives to meet client needs • Embraces new technology and educates clients about self-service capabilities • Understands risks and impacts of transactions on clients or policies • Fosters professional relationships with clients to enhance brand loyalty • Handles phone and transactional responsibilities with confidentiality and privacy standards • Coaches, mentors, or trains others as needed

Requirements

• Associates degree in business or related field or equivalent combination of education and experience • Minimum of 4 years related customer service experience with proven customer service skills • Expert knowledge of investment or income products or markets (i.e.VA, VL, VUL, Retirement & Business markets) • An expert 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