Client Engagement and Marketing Specialist 4 days ago – Be among the first 25 applicants

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Talent Acquisition Specialist@ 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.

About the Role Client Service/Relations: 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

Planning and Case Preparation: Preparing review information

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

Support: 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 LinkedIn and social media platforms

Completing ad hoc requests and projects as needed

Qualifications 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

Seniority level Associate

Employment type Full-time

Job function Administrative, Marketing, and Finance

Industries Marketing Services and Financial Services

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