Sales Execution Team

Northwestern Mutual•Duluth, MN

22d

About The Position

The Sales Execution Team’s role is to provide all aspects of sales support to financial representatives to ensure that their focus remains on achieving 500 Qualified Suspects, 150 Factfinders, 700 points and 40 paid-for lives in the first six months. Ongoing support to continue to build their business will also be provided.

Requirements

Ability to assess client financial situations and analyze portfolios to develop and implement comprehensive plans aligned with client goals; including counseling representatives on a variety of proactive approaches and solutions
Strong customer relationship and customer service skills
Strong analytical, problem solving, written and verbal communication skills, with the ability to work well with others
Strong attention to detail, accuracy and reliability with the ability to thrive in a fast-paced environment
Committed to professional development (e.g. licensing, registration, designations)

Responsibilities

Operations Support Case notes (Copy Talk) into CRM
Manage starter checklist for each FR
Create and maintain compliant client file folders
Creating compliant letters/sending out correspondence and handling incoming mail and e-mail
Print Client Builder reports from CRM and FMI for Board of Review and weekly/monthly client builder meetings
Planning, Sales, and Service Support
Conduct weekly one-on-one meetings with all Financial Representatives supported
Participate in Development Team meetings to disseminate and gather information for the betterment of the reps and the office
Prepare, or collaborate with others, to develop consistent, high quality life stage appropriate plans for every Financial Representative subscribing to the Financial Planning unit
Prepare, or collaborate with others, to develop an integrated package for Financial Representatives to deliver to their clients as part of a pre-sale package
Compile meeting kits which includes all materials needed for the approach, close, delivery and client review
Collect and input client meeting notes
Maintain compliant electronic client files, complaint files and check and order logs
Manage underwriting process which includes providing, or collaborating with others to provide: Pre-filling applications, Pre-checking applications for completeness and accuracy, Submitting applications, Scheduling requirements and medical exams, Monitoring of the Daily Status Report (DSR) and take action on cases needing attention
Process, or collaborate with others to open/fund investment accounts and investment service requests such as funds disbursements, account transfers and trade correction requests
Process, or collaborate with others to complete risk product (POS) service requests such as name and address changes, beneficiary changes, updates to Insurance Service Accounts to facilitate the collection of payments, etc.
Prepare and manage client communications
Coach to Pacesetter 40; coach representative towards effectively using their time to build clientele; support the activity coaching (quantity & quality) initiative
Other projects as assigned by Director of Operations
Initiate and create feed lists
Basic website setup
Administer Marketing Start-up kit (business cards, stationery, e-mail auto signature, professional profiles, NewsBrief, press release, and review of marketing site on LINKnet)