Planning Associate Position Available In Wake, North Carolina
Tallo's Job Summary: The Berry Network Office of Northwestern Mutual in Raleigh, NC is hiring a Planning Associate to support financial representatives in delivering comprehensive financial security to clients. Responsibilities include conducting meetings, preparing plans, managing underwriting, and monitoring industry trends. Qualifications include life/health licenses, Series 6/63 or Series 7 desired, strong communication and organizational skills, and proficiency in Microsoft Office. A bachelor's degree plus 2 years of related experience is required.
Job Description
Planning Associate 3.7 3.7 out of 5 stars Raleigh, NC 27607 OVERALL
FUNCTION
The Berry Network Office of Northwestern Mutual is seeking a Planning Associate who works with financial representatives to deliver financial security to their clients through a comprehensive planning process that integrates risk and investment products. Associates help financial representatives increase productivity by providing planning and integrated operations support. Responsibilities include but are not limited to: Conduct regular one-on-one meetings and trainings with individual representatives Prepare integrated plans using software(s) (PX and Illustration System) Prepare investment advisor proposals Prepare annual review information Review and submit applications for insurance and investments Actively manage underwriting process and regularly follow up on outstanding requirements Prepare policies for delivery and obtain Policy Delivery Acknowledgements Process and monitor service requests including policy changes, beneficiary designations and EFT drafts Monitoring industry trends and performing research as needed To include miscellaneous projects assigned by manager
QUALIFICATIONS
Life/Health and Long-Term Care licenses required Series 6 and 63, or Series 7 desired or willingness to obtain within first year Excellent verbal and written communication skills with the ability to work effectively with people at all levels Ability to maintain a high degree of confidentiality and professionalism Effective organization and time management skills with the ability to thrive in a fast-paced environment Strong analytical skills Strong attention to details and accuracy Ability to thrive in a fast-paced environment Ability to take independent action to make sound decisions Proficiency with Microsoft Office Committed to professional development (e.g., licensing, registration, designations)
EDUCATION
Bachelor’s degree required plus 2 years of related experience and/or training
