Contact:
9300 Underwood Avenue
Suite 500
Omaha, NE 68114
Fax: 402-390-8274
Life Insurance Specialist
Northwestern Mutual Financial Network
Northwestern Mutual Financial Network
1 Position Available
Work in Omaha, Nebraska
Full Time
Equal Opportunity Employer
Notice: Smoke-Free Environment.
Life Insurance Specialist
Position Description
Roles/Responsibilities: Full responsibility for all life insurance operations of the best financial planning practice in the state of Nebraska.
Primary Responsibilities:
Handle all client's finances as if they were your own
Handle all client applications properly
Handle elements of the underwriting process
Policy Deliveries
Prepare Personal Planning Analysis
Licensing/Continuing Education/Compliance
Mail and Office Organization
Assist with client reviews
Understanding and execution of all administrative processes and procedures
Effective and efficient client and inner office communication
Calendaring and confirmation of client appointments
Coordination of travel arrangements
Elite client service relations
Career Growth and Performance (licensing, continuing education, compliance, etc.)
Other Responsibilities:
Understanding of basic operational functions
Office organizations
Client case preparation
Client case notes and follow up
Functional understanding and application of software and presentation materials
Good steward of organizational resources
Please submit a resume and cover letter to juliette.brown@nmfn.com
Life Insurance Specialist
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