Northwestern Mutual

Field Onboarding Senior Specialist

Milwaukee, WI Corporate · Senior

Sponsorship not specifiedDetected 5 days ago

Data AnalysisProcess ImprovementCustomer SupportLeadershipCommunicationProblem Solving

About the role

Responsible for expediting onboarding processes, negotiating resolutions, providing proactive field onboarding case consultation, and helping to guide financial reps and their team members regarding onboarding/launching new team members.
It's why we share the salary range for most of our roles.
However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process.

Accountable for managing all inquiries and concerns raised by service subscribers, network offices/leaders, and HO business partners - from initial contact through final resolution.
Works closely with internal business partners to identify and detail concerns and/or expectations and collaborates with them to provide exceptional service.
Collaborates with internal partners to track, trend, and perform root cause analysis around Team Member Onboarding service-related concerns and opportunities for ongoing service refinement/evolution.
Serves as a point of contact for peer and internal/external business partners. Drives for results and goal attainment
Highly motivated and self-directed with the ability to manage and prioritize concurrent assignments.
Ability to build relationships, apply knowledge across complex business areas, and effectively navigate the organization to solve problems and find solutions. Deals well with ambiguity.
Serves as a point of contact for peer and internal/external business partners.

This position has been classified as an Associated Person under NMIS guidelines and requires fingerprinting and completion of required form.Non-Registered Fingerprinted - FINRA

Minimum of four years of customer service experience (Career Distribution and/or IPCS preferred)

Strong understanding of our business priorities and ability to identify process or technology enhancements that will improve our network office, advisor, field team member, and home office experience.
ensures fellow home office team members provide appropriate solutions to meet the needs of both our clients and field force participating in the
Bachelor's degree in business or an equivalent combination of education and progressively responsible work experience.
Comfortable learning new technology and tools

Northwestern Mutual is an equal opportunity employer that welcomes talented individuals of all backgrounds.

This listing is sourced directly from Northwestern Mutual's careers page and normalized into a canonical job model.