Client Engagement and Marketing Specialist

4 days ago - Be among the first 25 applicants

Direct message the job poster from Northwestern Mutual

About the Company

This is a full-time administrative and office operations support role with an emphasis on planning, insurance, and investment servicing/onboarding. The role specializes in operational support to ensure the maintenance of an efficient and organized financial practice supporting one financial advisor in a small, fast-paced office atmosphere.

• Telephone clients, prospects, and centers of influence for appointments and reviews
• Tracking review calls, term conversion calls, APB calls
• Assemble materials for presentations for clients
• Help maintain case open inventory list and client meeting follow-up tasks
• Help maintain client management system and client review calls
• Contacting clients on behalf of the financial advisor

• Preparing review information
• Acquiring information from clients to assist in creating & completing their plans

• Calendar management and scheduling appointments
• Phoning and emailing existing clients to schedule appointments
• CRM management and data entry
• Processing fact finders and creating/modifying planning
• Scanning files and E-filing client documents
• Marketing assistance through Linked In and social media platforms
• Completing ad hoc requests and projects as needed

It is recommended that this position have the following qualifications:

• Experience or educational background in marketing, recruiting, or business development
• One to three years of professional work experience, preferably in sales, recruiting, or the financial services industry
• Experience with prospecting; generating leads via phone or face-to-face interactions preferred
• Strong personal network and/or community involvement to leverage from a recruiting perspective
• Detail-oriented with above-average organizational and time management skills
• Obtain Life, Accident, and Health License within 1 year of employment

• Associate

• Full-time

• Administrative, Marketing, and Finance

• Marketing Services and Financial Services

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