COMPANY OVERVIEW

Northwestern Mutual is among the top financial services companies in the industry, helping clients achieve financial security for over 160 years. Northwestern Mutual Greater Tampa Bay (NMGTB) is the local company that attracts, trains, and develops financial advisor talent for five district offices. NMGTB is governed by five core values: Commitment to Excellence, Serve Passionately, Humble Confidence, Courage and Fun. Our mission is to empower our advisors and clients to reach their dreams. This is an exciting time to be a part of our culture, and our firm is growing. If you align with our core values, we want you to grow with us.

Our focus on doing right by our clients, employees, field force, and community, has earned us premiere national recognition including:

▪ Ranks 111 on the FORTUNE® 500 list

▪ One of the "World's Most Admired" life insurance companies (FORTUNE®, 2020)

▪ One of the Top 10 U.S. Independent Broker-Dealers (Investment News, 2019)

POSITION OVERVIEW

We are seeking an initiative-driven, detail-oriented individual to be an integral member of a team that supports a fast-paced financial advisor in the Sarasota, FL area. The Executive Assistant/Operations Associate plays an integral role on a Financial Advisor’s team. The Operations Associate serves as the authority on ensuring all stages of the insurance process are managed in a timely, detailed and confidential manner.

JOB RESPONSIBILITIES

▪ Manage all client communication and client service pertaining to insurance

▪ Administrative task assistance, including making and confirming appointments, record-keeping, pre-filling insurance applications, and other arrangements as needed

▪ Collect any outstanding reporting documents

▪ Handling delivery of policies

▪ Oversee social media and marketing for the advisor and manage other business development opportunities

▪ Create referral lists, call potential clients, and maintain client referral log

▪ Manage key client touchpoints such as birthdays, anniversaries, policy change dates, and policy reviews

▪ Oversee underwriting process and ensure all stages of the insurance process are managed in a timely, detailed, and confidential manner. Some responsibilities include:

• Collect outstanding documents including pay stubs, underwriting history, medical history, and medical records
• Schedule medical exams
• Prepare and submit appropriate applications and follow-up with underwriter
• Manage all client communication and client service pertaining to insurance

IDEAL CHARACTERISTICS

▪ Highly detailed-oriented with excellent written and oral communication skills

▪ Aptitude for interpersonal relationship building

▪ Organized self-starter with the ability to anticipate and problem solve

▪ Demonstrated high level of confidentiality and professionalism

REQUIRED QUALIFICATIONS

▪ Bachelor’s Degree

▪ Florida Life & Health License (2-15), or ability to obtain within 60 days of employment

PREFERRED QUALIFICATIONS

▪ Financial services and/or insurance industry experience

▪ Prior Financial Advisor support experience

COMPENSATION & BENEFITS

▪ Benefits include subsidized health insurance, PTO, license/credential sponsorship and reimbursement

ADDITIONAL DETAILS

▪ Employment Structure: Full Time

▪ Location: 2601 Cattlemen Rd, Sarasota, FL 34232

As part of the Northwestern Mutual hiring process, verification of a candidate's background will be required, which includes Federal Bureau of Investigation fingerprint submission for review against nationwide fingerprint records.

Job Type: Full-time

Pay: $45,000.00 - $50,000.00 per year

Benefits:

• Flexible schedule
• Health insurance
• Paid time off

Schedule:

• Monday to Friday

Education:

• Bachelor's (Preferred)

Experience:

• Insurance Industry: 2 years (Preferred)

License/Certification:

• FL 2-15 (Health, Life, and Annuities) License (Preferred)

Work Location: In person