Brokerage Services Registered Analyst – Series 7/63

🕒 August 4

🏖️ New Jersey, North Carolina, +2 more states – Remote

🏖️ New Jersey – Remote 🌲 North Carolina – Remote 🤠 Texas – Remote ⚔️ Virginia – Remote

💵 $23 - $34 / hour

⏰ Full Time

🟡 Mid-level

🟠 Senior

🧐 Analyst

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Northwestern Mutual

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

Founded 1869

💸 Finance

🛡️ Insurance

Finance • Insurance

Northwestern Mutual is a leading financial services and life insurance company based in Milwaukee, Wisconsin. It offers its clients a broad range of financial planning services including life insurance, disability insurance, long-term care insurance, and personalized investment strategies through its network of financial advisors. Known for its strong corporate culture and commitment to employee development, Northwestern Mutual provides an environment that fosters growth, diversity, and meaningful work opportunities. The company emphasizes flexibility, career growth, and a supportive work culture, making it an attractive place for both new and experienced professionals. Furthermore, Northwestern Mutual prioritizes technology and innovation in financial services, aiming to revolutionize the industry from within.

📋 Description

• Answer client and Financial Representative questions in a call center environment • Provide servicing options and assist clients with products and services • Resolve basic, intermediate, and complex registered-area inquiries and transactions • Research complex problems, identify root causes, and resolve escalations • Promote client retention and identify opportunities for relationship building • Refer matters to the field for follow-up when appropriate • Take ownership of calls and anticipate future issues to reduce repeat calls and transfers • De-escalate client situations and guide clients through complex inquiries • Advocate for Financial Representatives and partner with them to meet client needs • Educate clients and field personnel about website and self-service capabilities • Assess transaction risks and impacts on clients or policies • Explain system limits and capabilities • Lead others through organizational change • Handle phone and transactional responsibilities while maintaining confidentiality and privacy • Coach, mentor, or train others as needed

🎯 Requirements

• Associate degree in business or related field, or equivalent combination of education and experience • Minimum of 4 years of related customer service experience with proven customer service skills • Expert knowledge of investment or income products or markets, including VA, VL, VUL, Retirement, and Business markets • Expert understanding of tax implications • Advanced written and verbal communication skills • Ability to multitask and handle high-volume calls/caseload accurately • Strong organizational skills and ability to prioritize tasks • Strong desire to continuously learn and improve • Strong problem-solving skills and ability to provide options • Demonstrated computer experience, solid keyboarding skills, and proficiency with current software packages • Must be classified as a Registered Representative under NMIS guidelines and complete fingerprinting • Series 63 – FINRA required • Series 7 – FINRA required • SIE – FINRA required

🏖️ Benefits

• Salary range of $23.11–$34.66 per hour • Equal opportunity employment • Environment where employees can contribute creative ideas, seek challenges, assume leadership, and pursue business and personal objectives • Career growth opportunities at a best-in-class company • Geographic-specific compensation and benefits may apply in California, New York City, or other eligible locations