Financial Planning Coordinator

• Location 1201 Edwards Mill Road,Raleigh, NC, 27607,United States

The Berry Network Officeof Northwestern Mutualisseekinga Financial Planning Coordinatorwhoworks  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 representatives
• Prepare integrated plans using software (PX and Illustration System)
• Prepare investment proposals
• Prepare annual review information
• Review and submit applications for insurance and investments
• Actively manage underwriting process and regularly follow up on outstanding requirements
• Prepare policies for delivery and obtain Policy Delivery Acknowledgements
• Process any services requests including policy changes, beneficiary designations and EFT drafts

• Excellentverbalandwrittencommunicationskillswiththeabilitytoworkeffectivelywithpeopleatall levels
• Life/Health and Long-Term Care licenses desired or willingness to obtain in first 90 days
• Ability to maintain a high degree of confidentiality and professionalism
• Effective organization and time management skills with the ability to thrive in a fast-paced environment
• Strong analytical skills
• Strong attention to details and accuracy
• Ability to thrive in a fast-paced environment
• Ability to take independent action to make sound decisions
• Proficiency with Microsoft Office
• Committed to professional development (e.g., licensing, registration, designations)
• Willingness to obtain additional financial services licensing within 1 year

Bachelor's degree required plus 2 years of related experience and/or training