Nikki Crawford, a Northwestern Mutual Financial Advisor, is looking for an associate financial representative to join his team. This person will perform the day-to-day operational procedures of an insurance and investment practice. Job duties include case preparation including personal needs analysis, processing insurance applications, processing investment accounts and trades, maintaining compliance standards, and communicating with clients on related services and issues.
She is looking for someone who has excellent oral and written communication skills and a demonstrated ability to maintain effective working relationships with clients. Strong attention to detail with the ability to work with a high degree of accuracy is also important. This is a fast-paced environment, and she is looking for someone who can both work independently and on a team.
The right candidate should have their life and health license as well as their Series 7 and 66. This practice offers flexibility and a team atmosphere.
Please forward your resume to email@example.com