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INVESTMENT & INSURANCE OPERATIONS ASSOCIATE

Northwestern Mutual Financial Network Omaha, NE
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Job Description

 

Company Description

Maintaining a Nebraska presence that stretches back to 1872, Northwestern Mutual of Nebraska has helped generations of individuals and businesses with products geared toward financial security.  At Northwestern Mutual we pride ourselves as being at the “CENTER” of our client’s financial lives, delivering financial security by offering long-term product value and financial strength. 

Team Ludacka

Our Team is passionate about making an impact in the lives of our clients and our community. We greatly value the relationships we have and our goal is that our clients look back in 20 to 30 years and say: working with Paul & his Team was one the best decisions they made.” Every meeting, every discussion & every decision we make is viewed through that lens.

As a team we continually encourage one another to strive for excellence and work together to best serve our clients. We believe it is the small details that make all the difference and we strive to exceed expectations at every encounter. Our office environment is warm and inviting, yet very fast paced and full of highly driven individuals.

Purpose of Position

The focus of this position is to support the insurance and investment efforts led by the team’s specialists for Team Ludacka.  This candidate will work directly with the Directors of Insurance and Director of Investments on daily service operations; including prep work for client cases, client communications, and execution operational tasks. 

 

 

 

 

What the Candidate Must Have

  • This position must be filled by an individual who communicates effectively, and feels comfortable having conversations with stakeholders at any level.
  • Energy/Enthusiasm:  You bring an infectious energy and positive attitude to the workplace.
  • Multi-Tasking:  You can manage multiple projects, meet deadlines, and stay organized.
  • Continuous Improvement: You know that even if a project is successful, there are always ways to improve and do things more efficiently/effectively the next time.
  • Strong work ethic and self-motivated. 

Description

  • Perform Audits on clients’ existing policies / plans. Prepare due diligence & design solutions to discuss & review with the client.
  • Become proficient in assisting with case prep for current and prospective clients by running investment and insurance analysis, checking case notes and assembling paperwork to execute planning items.
  • Assist with client services by meeting with clients stopping into the office with questions. Receive inbound calls/emails and respond in a timely fashion (within a business day). Follow-up with all outstanding items from past client meetings to ensure everything is executed.
  • Work with team to ensure PPA is correct in assumptions specific to investments / retirement. Provide suggestions / recommendations on how to improve client retirement planning outcomes.
  • Help ensure paperwork is completed and in good order prior to submitting. E-File all signed documentation and assist in presentation building and design.
  • Perform research to stay up to date on any industry/market changes and update team/clients. Research new ideas / products / concepts so that we can continue to update our presentations & discussions with clients, provide them with the best solution & be knowledgeable. Proactively and periodically review current processes to ensure operations efficiency.

Qualifications

  • Must be tech savvy and proficient in MS Office (Word, Excel, and Power Point).
  • Undergraduate Degree Required.
  • Life & Health Licensed or willing to pursue.
  • Series 6, 63, and/or 7 ideal or willing to pursue

Job Details

Date Posted November 20, 2017
Date Closes March 20, 2018
Address 9300 Underwood Ave. Ste. 500
Located In Omaha, NE
Job Type Full-time Employee
SOC Category 11-1021.00 General and Operations Managers
Zipcode 68114
Name Kelly Krings
Address 9300 Underwood Avenue Suite 500
City, State and Zip Omaha
Phone 4023916651

This job requires the following skills

  • Microsoft - PowerPoint
  • Microsoft - Word
  • Microsoft Outlook / Exchange

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