Northwestern Mutual
Client Engagement and Marketing Specialist
Northwestern Mutual, Rochester, New York, United States
Client Engagement and Marketing Specialist
4 days ago - Be among the first 25 applicants Direct message the job poster from Northwestern Mutual Talent Acquisition Specialist@ Northwestern Mutual
About the Company This is a full-time administrative and office operations support role with an emphasis on planning, insurance, and investment servicing/onboarding. The role specializes in operational support to ensure the maintenance of an efficient and organized financial practice supporting one financial advisor in a small, fast-paced office atmosphere. About the Role
Client Service/Relations:
Telephone clients, prospects, and centers of influence for appointments and reviews Tracking review calls, term conversion calls, APB calls Assemble materials for presentations for clients Help maintain case open inventory list and client meeting follow-up tasks Help maintain client management system and client review calls Contacting clients on behalf of the financial advisor Planning and Case Preparation:
Preparing review information Acquiring information from clients to assist in creating & completing their plans Support:
Calendar management and scheduling appointments Phoning and emailing existing clients to schedule appointments CRM management and data entry Processing fact finders and creating/modifying planning Scanning files and E-filing client documents Marketing assistance through LinkedIn and social media platforms Completing ad hoc requests and projects as needed Qualifications
It is recommended that this position have the following qualifications: Experience or educational background in marketing, recruiting, or business development One to three years of professional work experience, preferably in sales, recruiting, or the financial services industry Experience with prospecting; generating leads via phone or face-to-face interactions preferred Strong personal network and/or community involvement to leverage from a recruiting perspective Detail-oriented with above-average organizational and time management skills Obtain Life, Accident, and Health License within 1 year of employment Seniority level
Associate Employment type
Full-time Job function
Administrative, Marketing, and Finance Industries
Marketing Services and Financial Services Referrals increase your chances of interviewing at Northwestern Mutual by 2x. Get notified about new Marketing Specialist jobs in
Rochester, New York Metropolitan Area . Related jobs:
Canandaigua, NY $44,000-$58,000 (1 day ago) Rochester, NY $60,000-$75,000 (1 day ago) Luxury Marketing Specialist - Remote - AZ, UT, CO ($47,000-$52,000, 23 hours ago) Rochester, NY $45,000-$60,000 (2 months ago) URMC Marketing Communications Director, Advancement - Rochester, NY (1 month ago)
#J-18808-Ljbffr
4 days ago - Be among the first 25 applicants Direct message the job poster from Northwestern Mutual Talent Acquisition Specialist@ Northwestern Mutual
About the Company This is a full-time administrative and office operations support role with an emphasis on planning, insurance, and investment servicing/onboarding. The role specializes in operational support to ensure the maintenance of an efficient and organized financial practice supporting one financial advisor in a small, fast-paced office atmosphere. About the Role
Client Service/Relations:
Telephone clients, prospects, and centers of influence for appointments and reviews Tracking review calls, term conversion calls, APB calls Assemble materials for presentations for clients Help maintain case open inventory list and client meeting follow-up tasks Help maintain client management system and client review calls Contacting clients on behalf of the financial advisor Planning and Case Preparation:
Preparing review information Acquiring information from clients to assist in creating & completing their plans Support:
Calendar management and scheduling appointments Phoning and emailing existing clients to schedule appointments CRM management and data entry Processing fact finders and creating/modifying planning Scanning files and E-filing client documents Marketing assistance through LinkedIn and social media platforms Completing ad hoc requests and projects as needed Qualifications
It is recommended that this position have the following qualifications: Experience or educational background in marketing, recruiting, or business development One to three years of professional work experience, preferably in sales, recruiting, or the financial services industry Experience with prospecting; generating leads via phone or face-to-face interactions preferred Strong personal network and/or community involvement to leverage from a recruiting perspective Detail-oriented with above-average organizational and time management skills Obtain Life, Accident, and Health License within 1 year of employment Seniority level
Associate Employment type
Full-time Job function
Administrative, Marketing, and Finance Industries
Marketing Services and Financial Services Referrals increase your chances of interviewing at Northwestern Mutual by 2x. Get notified about new Marketing Specialist jobs in
Rochester, New York Metropolitan Area . Related jobs:
Canandaigua, NY $44,000-$58,000 (1 day ago) Rochester, NY $60,000-$75,000 (1 day ago) Luxury Marketing Specialist - Remote - AZ, UT, CO ($47,000-$52,000, 23 hours ago) Rochester, NY $45,000-$60,000 (2 months ago) URMC Marketing Communications Director, Advancement - Rochester, NY (1 month ago)
#J-18808-Ljbffr