Planning Associate

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