Associate Financial Representative, Portsmouth -- Northwestern Mutual

Associate Financial Representative
Portsmouth, NH

Specific responsibilities should include but not be limited to:

Administrative Support:
Daily updating of case notes to maintain compliant client database & case files.
Daily case preparation for upcoming appointments
Input client data into planning software to prepare reports and Illustrations
Prepare, review, and submit all insurance applications, order all client exams, and follow cases through underwriting process to policy delivery
Maintain insurance licensing and continuing education for Wealth Management Advisor

Client Service Support:
Ongoing client correspondence via phone, email, & mail to handle all policy owner service related requests as needed to include: updating records, loan requests, beneficiary changes, account values, billing account inquiries, late payments
Complete processing and follow-up for timely completion of service requests
Communicate with home office as needed to supply or attain policy information

NH Life, Accident, & Health producer license preferred, or obtain within 30 days of employment.
Administrative support or customer service experience with knowledge of insurance and financial services industry
Outstanding oral and written communication skills (including knowledge of grammar, spelling and proofreading)
Knowledge of Microsoft Office Outlook, Word & Excel required with the ability to quickly learn proprietary software
Demonstrated organizational skills, ability to multitask, and time management skills with ability to set priorities and meet deadlines
Strong attention to detail with the ability to work with a high degree of accuracy
Reliable and dedicated professional to be a long-term, loyal team member with the motivation for growth and ability to maintain confidentiality
40 hours per week
Salary to commensurate with experience

Contact: larry Russell @ 508.864.5601. Send cover letter and resumes to