Registered Client Care Services Representative, AMO, s6/63 or s7 & 63

🔥 0 minutes ago

🧀 Wisconsin – Remote

🧀 Wisconsin – Remote

💵 $21 - $32 / hour

⏰ Full Time

🟢 Junior

🟡 Mid-level

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 0%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

Apply Now

Find Similar Remote Jobs

Set Up Email Alert For New Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

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

• Deliver personalized service to clients and field partners in a registered call center environment • Support Advanced Market Operations by servicing Universal Life, Variable Universal Life, and other advanced product lines • Resolve basic, intermediate, and complex policy and investment-related inquiries • Process transactions and educate clients and Financial Representatives on servicing options and digital tools • Research complex issues, identify root causes, and apply judgment when procedures require deviation • Take ownership of client interactions, anticipate future needs, and reduce repeat calls and unnecessary transfers • De-escalate challenging situations and guide clients through unique or complex questions • Advocate for Financial Representatives and partner to meet client needs • Promote new technology, digital tools, and self-service capabilities • Ensure quality, risk mitigation, confidentiality, privacy, and compliance standards • Recommend or adapt processes to support continuous improvement and change • Build and maintain professional relationships that enhance client loyalty and Northwestern Mutual’s brand • Manage phone and transactional responsibilities while adapting to changing priorities and customer demands

🎯 Requirements

• Associate degree in business or related field, or equivalent combination of education and experience • Minimum 2 years of customer service experience • FINRA Licensing: Series 6 or 7 and Series 63 • Understanding of investment or income-related financial products, such as VA, VL, VUL, Retirement or Business markets • Basic awareness of tax implications related to transactions • Strong written and verbal communication skills • Ability to multitask and manage a high call/case volume with accuracy • Strong organizational skills with the ability to prioritize effectively • Demonstrated desire for continuous learning and skill development • Strong problem-solving skills with the ability to propose actionable solutions • Proficiency with computer systems, solid keyboarding skills, and comfort with current software tools • This position has been classified as a Registered Representative under NMIS guidelines and requires fingerprinting • SIE - FINRA