Northwestern Mutual

Business Support Strategist

East Syracuse, NY (On-site)

*General Responsibilities* The Business Support Strategist role is to provide all aspects of support to financial representatives to ensure that their focus remains on achieving Qualified Suspects, Factfinders, and paid-for lives in the first six months. Ongoing support to continue to build their business will also be provided. *Role* * Support new financial representatives with their operations and administrative management within their first 2 years. * Provide vital assistance, in person to financial representatives based in any districts with our agency. * Connect with financial representatives individually regarding ideal calendars, process, work flow and communication skills. * Facilitate one-on-one & group trainings on relevant topics such as policy delivery, replacements, account servicing. * Collaborative, Sociability, Energetic, Analytical & Leadership *Responsibilities* * Complete tasks as assigned: client file maintenance/CRM, applications, underwriting, client service work, IPS, planning, marketing etc. * Client Contact * Liaison to District SET Members. * Weekly check-in with financial representatives on the team/building relationships. * Facilitate trainings and attend trainings via Home office. * Daily Team check-in attendance via Zoom/Weekly check-in and report with Director * Stay current on operations and support, home office and regulatory updates * Quarterly Training with all SET Team Leads and Network Office Centralized SET in-person at the network office. * Professional development plan *Operational Support* * CRM administrative support (inputting and managing client records and activities) * Maintain electronic client file documentation * Prepare, or collaborate with our planning department financial plans for financial * representatives on the team. * Manage underwriting process which includes providing, or collaborating with financial representatives to provide: _Pre-filling applications_ _Pre-checking applications for completeness and accuracy_ _Submitting applications_ _Scheduling requirements and medical exams_ _Monitoring of the Daily Status Report (DSR) and take action on cases needing attention_ * Process, or collaborate with others to complete risk product service requests such as name and address changes, beneficiary changes, updates to Insurance Service Accounts to facilitate the collection of payments, etc. *Planning Support* * Generate plans and develop individual planning philosophy templates for each individual rep * Illustration support * Home office connections for in-depth plan training Pay: $40,000.00 - $45,000.00 per year Work Location: In person