Servicing Advisor

Fairview Heights, IL

Full Time

Mid Level

Location: Fairview Heights, IL / Hybrid

Job Title: Servicing Advisor

Type of Position: Full-time

FLSA Classification: Exempt

Hours per week: 40

Working hours: 8:00am-4:30pm

Empowering physicians, dentists, and families through comprehensive financial planning to achieve your personal and professional goals. Our mission is to secure financial well-being by providing tailored strategies aligned with your unique circumstances.

Resourceful | Detail-Oriented | Proactive | Solutions-Focused | Reliable

Job Summary

The Servicing Advisor role will be responsible for growing and managing client relationships, assisting with preparing, and presenting financial plans and recommendations for our clients. This role will collaborate with the team Integrator and financial advisors to create and implement a seamless client experience of financial planning.

Key Responsibilities

Coordinating meetings for self and lead advisor
Schedule and conduct review meetings with existing clients
Prequalify prospects based on predetermined criteria
Call to schedule introductory meetings with prospective clients
Use known channels to engage with prospects and generate interest (lists, social media, etc.)
Maintain accurate and up to date records of client activity in our CRM management tool
Maintain organized and accurate client files
Maintain organized tracking of personal performance metrics towards corresponding production goals
Ultimately help to continue servicing existing clients, helping to attract new clients, and impacting sales goals

Minimum Job Requirements

Required

1-2 yrs experience in a professional office setting
Obtain Life and Health license within 90 days of employment
Obtain SIE, Series 63, and Series 7 licenses within 1 year of employment

Preferred

Finance Industry experience
Experience using CRM

Benefits

Health, Vision, & Dental Insurance
HSA for qualified employees
Short-term Disability
PTO + Holiday Pay
Base compensation proportionate to experience level plus bonus opportunities
Industry licensing and continuing education expenses
Personal and professional development opportunities

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Northwestern Mutual - Clayton is a unique organization, and we are continuously evolving alongside those with a passion for learning, growth and innovation. We create financial security with our products and services while providing a world class client experience.

We are catalysts inspiring our community to plan for tomorrow while living for today; serving one person, one family, one business at a time.

Our team is constantly growing & we'd love to see if Northwestern Mutual - Clayton is the right fit for you! If you are looking for a culture guided by values, promotes personal and professional growth, and enjoy impacting the community, this may be the perfect place for you or someone you know!

Servicing Advisor

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