Registered Client Care Services Representative, AMO, s6/63 or s7 & 63

This is a fully remote position, open to applicants in Wisconsin.

📋 Description

• Provide tailored service to clients and field partners within a registered call center setting.

• Assist in Advanced Market Operations by handling Universal Life, Variable Universal Life, and other advanced product lines.

• Address basic, intermediate, and complex inquiries related to policies and investments.

• Execute transactions and inform clients and Financial Representatives about servicing options and digital tools.

• Investigate intricate issues, determine root causes, and exercise judgment when procedures may need to be adjusted.

• Take responsibility for client interactions, foresee future requirements, and minimize repeat calls and unnecessary transfers.

• De-escalate difficult situations and assist clients with unique or complex inquiries.

• Act as an advocate for Financial Representatives and collaborate to fulfill client needs.

• Encourage the use of new technology, digital tools, and self-service features.

• Maintain standards of quality, risk mitigation, confidentiality, privacy, and compliance.

• Suggest or modify processes to facilitate ongoing improvement and adaptation.

• Develop and sustain professional relationships that strengthen client loyalty and enhance Northwestern Mutual’s brand.

• Manage phone and transactional duties while adjusting to evolving priorities and customer demands.

⛳️ Requirements

• Associate degree in business or a related field, or a suitable combination of education and experience.

• At least 2 years of experience in customer service.

• FINRA Licensing: Series 6 or 7 and Series 63 required.

• Familiarity with investment or income-related financial products, including VA, VL, VUL, Retirement, or Business markets.

• Basic knowledge of tax implications associated with transactions.

• Excellent written and verbal communication abilities.

• Capability to multitask and handle a high volume of calls/cases with precision.

• Strong organizational skills with effective prioritization capabilities.

• Proven commitment to continuous learning and skill enhancement.

• Strong problem-solving skills, with the ability to offer actionable solutions.

• Proficient with computer systems, adept keyboarding skills, and familiarity with current software tools.

• This role has been designated as a Registered Representative under NMIS guidelines and requires fingerprinting.

• SIE - FINRA.

🏝️ Benefits

• Comprehensive health, dental, and vision insurance plans.

• Retirement savings plans with company matching contributions.

• Opportunities for professional development and career advancement.

• Flexible work schedules to promote work-life balance.

• Employee wellness programs and initiatives.