Servicing Advisor

Northwestern Mutual - Clayton•Fairview Heights, IL

20d•Hybrid

About The Position

Empowering physicians, dentists, and families through comprehensive financial planning to achieve your personal and professional goals. Our mission is to secure financial well-being by providing tailored strategies aligned with your unique circumstances. Resourceful | Detail-Oriented | Proactive | Solutions-Focused | Reliable Job Summary The Servicing Advisor role will be responsible for growing and managing client relationships, assisting with preparing, and presenting financial plans and recommendations for our clients. This role will collaborate with the team Integrator and financial advisors to create and implement a seamless client experience of financial planning.

Requirements

1-2 yrs experience in a professional office setting
Obtain Life and Health license within 90 days of employment
Obtain SIE, Series 63, and Series 7 licenses within 1 year of employment

Nice To Haves

Finance Industry experience
Experience using CRM

Responsibilities

Coordinating meetings for self and lead advisor
Schedule and conduct review meetings with existing clients
Prequalify prospects based on predetermined criteria
Call to schedule introductory meetings with prospective clients
Use known channels to engage with prospects and generate interest (lists, social media, etc.)
Maintain accurate and up to date records of client activity in our CRM management tool
Maintain organized and accurate client files
Maintain organized tracking of personal performance metrics towards corresponding production goals
Ultimately help to continue servicing existing clients, helping to attract new clients, and impacting sales goals