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Financial Planning Coordinator

Northwestern Mutual
  • Raleigh, NC
  • Full-time
8 days ago

Job Description

The Berry Network Office of Northwestern Mutual is seeking a Financial Planning Coordinator who works with financial representatives to deliver financial security to their clients through a comprehensive planning process that integrates risk and investment products. Coordinators help financial representatives increase productivity by providing planning and integrated operations support. Responsibilities include but are not limited to: Conduct regular one-on-one meetings with assigned representativesPrepare integrated plans using software (PX and Illustration System)Prepare investment proposalsPrepare annual review informationReview and submit applications for insurance and investmentsActively manage underwriting process and regularly follow up on outstanding requirementsPrepare policies for delivery and obtain Policy Delivery AcknowledgementsProcess any services requests including policy changes, beneficiary designations and EFT drafts QUALIFICATIONS Excellent verbal and written communication skills with the ability to work effectively with people at all levelsLife/Health and Long-Term Care licenses desired or willingness to obtain in first 90 daysAbility to maintain a high degree of confidentiality and professionalismEffective organization and time management skills with the ability to thrive in a fast-paced environmentStrong analytical skillsStrong attention to details and accuracyAbility to thrive in a fast-paced environmentAbility to take independent action to make sound decisionsProficiency with Microsoft OfficeCommitted to professional development (e.g., licensing, registration, designations)Willingness to obtain additional financial services licensing within 1 year EDUCATION Bachelor's degree required plus 2 years of related experience and/or training

Numbers & Facts

LocationRaleigh, NC
Job TypeFull-time
IndustryFinancial Services
Company Size5,000 to 9,999 employees
Year Founded1857
Websitehttps://www.northwesternmutual.com/

About Company

Who We Are

What we believe.

We believe relationships are built on trust. That our lives and our work matter. And that doing what’s right is good for everyone — our clients, our employees, our financial representatives and our communities.
These beliefs launched our company nearly 160 years ago. Today, they’re just a few of the reasons why people choose to build careers at Northwestern Mutual.

We’re known for our financial strength.

That means we’ll be here for the millions of people who are counting on us—our clients, our employees, our financial representatives and our communities.

We care.

We make a positive difference in our communities. Nationally, thousands have benefited 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.


Why Work Here

We’re strong and growing.

In a company with such a long and storied history, this may be the most exciting and important time to be a part of Northwestern Mutual. We’re strong, innovative and growing. And we want you to grow with us.

We invest in our people.

We provide opportunities for employees to grow themselves, their careers, and, in turn, our business. Movement around the company is encouraged and we help our people build meaningful, long-term careers.

Be part of building our future.

We’re expanding our campus in downtown Milwaukee overlooking Lake Michigan. The Northwestern Mutual Tower and Commons will include a state-of-the-art employee Learning Institute, and will feature a natural light-filled, 21st century work environment. This signature development reinforces our commitment to job growth, attracting top talent and drawing new business to Milwaukee.

Enjoy Milwaukee.

Located on beautiful Lake Michigan, Milwaukee offers a perfect balance of big city and small town living. Home to Summerfest, the world’s largest music festival, Milwaukee has a thriving music scene, a celebrated annual film festival and vibrant performing arts community. Professional sports teams include the Milwaukee Brewers, Milwaukee Bucks and other major teams. And outdoor family fun is easy here. An extensive urban bike path network links our lakefront parks, beaches and other recreational hotspots.


Our Culture

We are always evolving.

At Northwestern Mutual, our employees, and our business, are always evolving. We are agile and continuously learning and improving. We have a work environment that empowers problem solving and encourages innovation—you will make an impact here.

We do what’s right.

Our “do-what’s-right” value is pervasive. We ask ourselves: “Is this in the best interest of our clients? Our employees? Our financial representatives?” Acting on this value improves our clients’ experience, and makes Northwestern Mutual a better place to work.

We recognize and develop possibilities in our people.

Onsite training and leadership development programs help employees succeed and grow. We also sponsor learning opportunities outside the company to help employees stay current in their fields, network with peers and gain external perspective.

Diversity makes us better.

We believe diversity and inclusion cultivate creativity, innovation and a better experience for our clients. That’s why we recruit and grow people who bring unique perspectives, ideas, beliefs and cultural backgrounds.

Skills

  • Analysis Skillsunmatched
  • Communication Skillsunmatched
  • Detail Orientedunmatched
  • Financial Planningunmatched
  • Financial Servicesunmatched
  • Insuranceunmatched
  • Licensingunmatched
  • Long-Term Careunmatched
  • Microsoft Product Familyunmatched
  • Operational Supportunmatched
  • Operations Planningunmatched
  • Organizational Skillsunmatched
  • Presentation/Verbal Skillsunmatched
  • Process Managementunmatched
  • Productivity Managementunmatched
  • Purchasing/Procurementunmatched
  • Riskunmatched
  • Time Managementunmatched
  • Underwritingunmatched
  • Writing Skillsunmatched

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