Job Description
FINRA Licensed Customer Service Representative – FL Work from home/Remote
locations
Jacksonville,FL(NO067)080
Colorado Springs, CO (NO 133) 326
Phoenix, AZ (NO 023) 087
time type
Full time
job requisition id
JR-38279
At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference.
At Northwestern Mutual, we believe relationships are built on trust. That our lives and our work matter. These beliefs launched our company over 160 years ago. Today, they’re just a few of the reasons why people choose to build careers at Northwestern Mutual.
We invest in our people. We provide opportunities for employees to grow themselves, their career and in turn, our business.
We care. We make a positive difference in our communities. Nationally, thousands have benefitted from our support of research and programs to fight childhood cancer. Each year, our Foundation, employees and financial representatives donate time, talent and financial support to causes they’re passionate about.
Expertise
Bachelor’s or Associate Degree preferred
2+ years of operations and/or service experience in the financial services industry
FINRA licensure preferred (SIE, Series 6 & 63)
Your Role
You will serve as the primary point of contact for our clients, their Northwestern Mutual Financial Representatives, and supporting staff members. Your goals will include aligning to quality and productivity metrics specific to your team’s product and service benchmarks. You will become a vital contributor to our positive environment and demonstrate a strong commitment to collaboration and shared success.
Skills & Experience You Bring to Northwestern Mutual:
Excellent interpersonal and written communication skills.
Analytical problem solver adept at solving complex problems and exercising judgement.
Knowledge of insurance, investment or financial markets.
Aptitude for understanding technology and how software, systems and applications influence the customer experience.
How We Think/Act/Do
Supporting business needs and challenging the status quo, while maintaining a client first mentality.
Optimizing the customer experience and cultivating brand loyalty through teamwork and relationship building with our clients and field representatives.
Driving high satisfaction, quality and efficiency as a brand ambassador and primary point of contact for both our client’s and field representatives; helping them resolve issues from start to finish.
Demonstrating the ability to think on your feet in ambiguous situations, while driving innovation through curiosity and an understanding of Northwestern Mutual’s superior product value.
Proven dependability, bringing energy and excitement to you and your team’s daily routine. Required Certifications: SIE – FINRA, Series 6 – FINRA, Series 63 – FINRAPrimary Duties and Responsibilities