Job Details

divh2Income And Maturity Services Representative/h2pThe Income and Maturity Services Department (IMS) is a vital part of our organization, focused on delivering seamless support for converting accumulated funds into guaranteed income streams./ppThis position supports our field teams and clients with their income disbursement and policy maturity needs. Team members work closely with financial representatives, client service specialists, and internal departments to ensure smooth transitions from accumulation to payout phases. Responsibilities include processing various income conversion transactions, managing maturity options such as lump-sum or annuitized payouts, and addressing customer inquiries related to income and maturity services./ph3Primary Duties and Responsibilities/h3ulliDelivers a personalized and remarkable experience for our clients by answering their questions, providing servicing options and helping them with their products or services in a call center environment/liliProficient at resolving inquiries and transactions from Financial Reps and clients on basic and intermediate (semi-complex) level calls and transactions in a registered area and is learning to become proficient in complex work./liliResearches and evaluates possible solutions to complex problems that requires identifying root cause and some deviations from procedures/liliTakes ownerships of calls and anticipates future issues to avoid repeat calls and unnecessary call transfers/liliAbility to de-escalate client experience situations effectively while guiding clients through complex and unique inquiries./liliServes as a trusted advocate for our Financial Representatives and partners with them to meet the needs of our clients./liliEmbraces new technology and serves as an advocate for website and self-service capabilities by educating clients and field. Understands risks and impacts that the transaction has on the client or policy./liliUnderstands how systems connect to processes and outcomes./liliDrives change and embraces continuous improvement by creating processes and provisions to accommodate change./liliFosters a professional relationship with our clients to enhance brand loyalty/liliHandles phone and transactional responsibilities while adhering to strict confidentiality and privacy standards/liliAdept at shifting work priorities to meet the needs of the business and customer demand./li/ulh3Qualifications/h3ulliAssociates degree in business or related field or equivalent combination of education and experience/liliMinimum of 2 years related customer service experience with proven customer service skills/liliAdvanced understanding of Investment or Income markets or products (i.e. VA, VL, VUL Retirement or Business markets)/liliA basic understanding of tax implications/liliAdvanced written and verbal communication skills/liliAbility to multi-task and handle high volume of calls/case load with the greatest possible degree of accuracy/liliStrong organization skills with the ability to prioritize tasks./liliA strong desire to continuously learn and improve/liliStrong problem-solving skills and ability to provide options/liliDemonstrated computer experience with solid keyboarding skills and proficiency with current software packages/li/ulpThis position has been classified as a Registered Representative under NMIS guidelines and requires Series 63 - FINRA, Series 6 - FINRA, SIE - FINRA fingerprinting./ppstrongCompensation Range:/strong/ppPay Range - Start: $21.35/ppPay Range - End: $32.02/ppGeographic Specific Pay Structure:/ppStructure 110:/ppStructure 115:/ppNorthwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives./p/div