Sales Execution Team - Associate

Northwestern Mutual•Minneapolis, MN

About The Position

At Northwestern Mutual – Minneapolis, our mission is Securing Futures, Enhancing Lives and Creating Legacies for businesses and individuals in Minnesota and throughout the United States. We complete our mission by providing comprehensive financial planning, responsive customer service, and best-in-class financial products. The Sales Execution Team provides administrative, operational, and sales support to Financial Representatives, helping them focus on building client relationships and growing their business. As an Associate, you will work closely with advisors to support financial planning activities, underwriting processes, and compliance requirements that help drive business growth and deliver exceptional client experience.

Requirements

Bachelor’s degree or equivalent experience
Strong customer service and relationship-building skills.
Excellent organizational, communication, and problem-solving abilities.
High attention to detail and commitment to accuracy.
Ability to manage multiple priorities in a fast-paced environment.
Proficiency with Microsoft Office and CRM systems.
Commitment to ongoing professional development and industry learning.

Nice To Haves

Financial services, insurance, or wealth management experience preferred.
A collaborative mindset and strong work ethic.
The ability to support multiple individuals and projects simultaneously.
A passion for helping others succeed.
Professionalism, initiative, and attention to detail.
This role is ideal for someone who enjoys supporting a team, managing processes, and contributing to the growth and success of both clients and Financial Representatives.

Responsibilities

Maintain client records and case notes in CRM systems.
Manage onboarding and startup checklists for Financial Representatives.
Create and maintain compliant client files.
Prepare client correspondence and manage incoming communications.
Generate reports and materials for meetings and business reviews.
Meet regularly with Financial Representatives to review priorities and progress.
Assist with preparation of financial plans and client presentations.
Assemble meeting materials and maintain client documentation.
Support insurance and investment application processing.
Coordinate underwriting requirements and monitor case status.
Process client service requests and account updates.
Support representatives in achieving business development goals.
Assist with special projects as assigned.