Contracting and Licensing Coordinator

Act as liaison between the stakeholders within Network Office, District Offices and Home Office throughout the entire contracting, licensing, and registration processes.

• Oversee the onboarding process for new financial representatives, associate financial representatives and staff who have accepted an offer while facilitating collaboration and communication between stakeholders within Network, District and Home Offices.
• Oversee recordkeeping for the contracting of new financial representatives and staff, contract changes for existing financial representatives and staff, and the termination of financial representatives and staff within the Network Office, District Offices and Ensembles.
• Oversee the NMIS (Northwestern Mutual Investment Services) Registration process for new and existing financial representatives, associate financial representatives and staff within the Network Office, District Offices and Ensembles.
• Assist new and existing financial representatives and staff in obtaining study materials for investment licenses (SIE, S7, S6 and S63).
• Assist new and existing financial representatives in obtaining resident, non-resident, and license transfers.
• Maintains confidentiality throughout all processes.
• Utilize a variety of applications to administer, input, track, and follow-up on requirements for contracting, licensing or registration of individuals.
• Distribute information on the technical requirements of the contracting, licensing, and registration process to stakeholders.