What are the responsibilities and job description for the Service Advisor position at Northwestern Mutual - Clayton?
Job Description
Job Description
Location : Fairview Heights, IL
Job Title : Service Advisor
Type of Position : Full-time
FLSA Classification : Exempt
Hours per week : 40
Working hours : 8 : 00am-5 : 00pm
Our mission is to help all clients in every stage of their life to have confidence in their financial plan. We take pride in being in the center of our clients lives to help guide them on their financial journey whether it be personal, business or for future generations. We help bring all parts of the financial plan together to build a cohesive road map to achieve success. Our values include integrity, honesty, work ethic, self-motivation, and positivity.
Job Summary
The Service Advisor role is critical to the client experience and requires a high degree of organizational capability, strong communication skills and the ability to work both independently and as part of a team.
Key Responsibilities
- Create financial plans in PX (Northwestern Mutual’s proprietary software), agendas, and recommendations
- Join lead advisor in client meetings and serve as “chair 2”
- Aid in client meetings by making presentations, taking notes, completing dictation, and building client relationships
- Implement financial plans for clients with guidance from lead advisor
- Take the lead on routine client questions
- Serve as the primary conduit between the client and operations team
- Manage 401(k) and SIMPLE IRA book of business
- Organize meeting material electronically and utilize technology for better efficiencies
- Gather financial data in advance of review meetings
- Create and analyze reports in YCharts
Minimum Job Requirements
Benefits
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