Location: Alabaster, Alabama
Company: Northwestern Mutual, Adam Gilson
who serves a remarkable clientele excites you and you have a growth and abundance-mindset to work within the context of a small, collaborative team, please continue reading. Our Insurance & Investments Operations associate will serve as a point of contact for potential and established clients, acting as a liaison between our underwriters & home office team, our broker-dealers, the Financial Advisor and our clients.
The Insurance & Investments Operations role will be responsible for performing the daily activities related to the insurance side of financial planning (life, disability and long-term care) and the investment operations department. The insurance side of this role is focused
on reviewing & processing insurance applications as well as providing policy owner service to our clients. The investments piece of this role includes the functions of portfolio accounting and administration, and rebalancing to firm models, owning the account transfer process, ACH and wire requests, fee billing, setting up client portals, assisting with tax reporting, and preparing a variety of other ongoing and special reports.
Our ideal candidate will have a keen attention to detail, and exceptional organizational skills. Qualifications: Bachelor? s Degree (preferred) in Economics or Business Minimum of 2 years of full-time experience in the financial services/wealth management field
Life, Accident & Health Insurance License AND Series 6 & 63 (required) Series 7/66 and CFP®, CFA or CIMA candidates will be strongly considered first Experience & Advanced Knowledge Required: Advanced Microsoft Excel and Microsoft Dynamics, Netx360, Envestnet/Env2, Navi Plan (or similar planning/modeling software), Morningstar and Folio Dynamix Proficiency a MUST in: Outlook, Google Calendar, Excellent verbal and written communication This is a back office but client facing role.
Quick responses to client requests for liquidation and wire requests. Strong grasp of operational workflows in insurance, asset movement and accounting. A positive attitude and optimistic outlook coupled with ambition and a stellar work ethic.
Compensation and Benefits: Base Salary: $70,000 - $85,000, commensurate with experience and licensing Annual Bonus Potential and Generous PTO and Paid Holidays Monthly Health Care Stipend and Short-Term Disability Insurance Applying Insurance & Investments Operations candidates should have the ability to: Review and process all insurance applications and monitor the progress through underwriting Schedule and order medical, nonmedical, and/or other data necessary for underwriting Policy owner service to our insurance clients and client aggregation Work efficiently on account acquisition tasks (i.
e. account establishment, account transfers, etc. ) Work efficiently on ongoing client services and interaction (i. e. money movement, title changes, etc. ) Apply statistical concepts to portfolio construction and wealth management; demonstrate how to construct an efficient household portfolio, analyze how investment features help clients meet spending goals and analyze the impact of the economic environment on financial markets. Use our proprietary software to conduct side-by-side portfolio analysis Analyze fixed-income instruments, equity instruments, diversified securities and other financial instruments.
Maintain strong compliance documentation related to research, trading and client interaction Collaboration w/ Financial Advisor on strategies for risk/wealth management Relationship Management & Client Interaction: prepare ongoing client review meetings, highly responsive to insurance and investment clients? calls & inquires, and proactively reaching out to clients for appropriate information when needed. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity or expression, interactionual orientation, national origin, disability, age or status as a protected veteran, or any other characteristic protected by law.
COVID? We are currently working remotely. When the team returns to the office, we will continue to follow all state and CDC guidelines. Covid: this role is 100% remote and at this time, we have no plans to return to an in-person office working environment. Job Type: Full-time Pay: $70,000.00 - $85,000.00 per year Benefits: Health insurance Paid time off Schedule: Monday to Friday Supplemental Pay: Bonus pay COVID-19 considerations: Covid: this role is 100% remote and at this time, we have no plans to return to an in-person office working environment.
Application Question(s): Are you proficient in Outlook and Google Calendar? Are you proficient in Advanced Microsoft Excel and Microsoft Dynamics? Education: Bachelor's (Preferred) Experience: financial services support: 2 years (Preferred) License/Certification: Series 6 and 63 registrations (Required) Series 7 and 66 registrations (Preferred) Life, Accident & Health Insurance licenses (Required) Work Location: Remote
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