Licensed Customer Service Representative – Series 6/63, 7/63

🕒 April 3

🏖️ New Jersey, North Carolina, +3 more states – Remote

🏖️ New Jersey – Remote 🌲 North Carolina – Remote ⛷️ Utah – Remote ⚔️ Virginia – Remote 🧀 Wisconsin – Remote

💵 $21 - $32 / hour

⏰ Full Time

🟢 Junior

🟡 Mid-level

💝 Customer Support

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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Northwestern Mutual

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

Founded 1869

💸 Finance

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

• Delivers a personalized and exceptional experience for clients by answering questions, providing servicing options, and supporting products or services in a call center environment. • Proficient in resolving basic and intermediate (semi-complex) inquiries and transactions from Financial Representatives and clients within a registered area, while continuing to develop proficiency in more complex work. • Researches and evaluates potential solutions to complex problems, which may require identifying root causes and navigating deviations from standard procedures. • Takes ownership of calls and anticipates future issues to avoid repeat calls and unnecessary transfers. • Effectively de-escalates challenging client situations while guiding clients through complex or unique inquiries. • Serves as a trusted advocate for Financial Representatives and partners with them to meet client needs. • Embraces new technology and promotes website and self-service capabilities by educating clients and field partners, while understanding the risks and impacts transactions may have on clients or policies. • Understands how systems connect to processes and outcomes. • Drives change and supports continuous improvement by helping develop processes and provisions to accommodate evolving business needs. • Fosters professional relationships with clients to enhance brand loyalty. • Handles phone and transactional responsibilities while adhering to strict confidentiality and privacy standards. • Adapts work priorities to meet changing business and customer demands.

🎯 Requirements

• Associate degree in business or a related field, or an equivalent combination of education and experience. • Minimum of two years of related customer service experience with demonstrated customer service skills. • Advanced understanding of investment or income products or markets (e.g., VA, VL, VUL, Retirement, or Business markets). • Basic understanding of tax implications. • Strong written and verbal communication skills. • Ability to multitask and manage a high volume of calls or caseloads with a high degree of accuracy. • Strong organizational skills with the ability to prioritize tasks effectively. • Demonstrated desire to continuously learn and improve. • Strong problem-solving skills with the ability to provide effective options and solutions. • Demonstrated computer proficiency with solid keyboarding skills and experience using common software applications.