About the role
About the job
ABOUT US Montage Planning Partners, a firm of Northwestern Mutual
Our mission statement: Enriching Lives, Impacting Communities, Building Legacies, is embedded in everything we do to support our growing organization and our community.
Our team of fun & dedicated individuals is looking for someone to join our planning team, to assist financial advisors in delivering financial security to their clients through a comprehensive planning process that integrates risk and investment products. Associates help advisors increase productivity by providing planning and integrated operations support.
This role is best suited for a pro-active, team-oriented individual who can work independently and thrives on achieving and helping others achieve their goals. All employment decisions are based on merit, performance and business needs. We are better able to grow and learn together with a diverse team of employees and we welcome the unique contributions you can bring in terms of education, opinions, and culture.
BENEFITS
At Montage Planning Partners – we believe in building a team who loves what they do. We strive to create a work environment that supports long-term career growth. Accordingly, we provide a rewarding compensation package that includes:
o Competitive base salary commensurate with experience
o Incentive/bonus opportunities for performance
o Medical, dental and vision benefits
o Life insurance and 401K option
o Employer-sponsored licensing, professional development, and education opportunities
o Paid time off and holiday pay
OVERALL FUNCTION
This role works within the Montage Planning Partners team to deliver financial security to clients through a comprehensive planning process that integrates risk & investment products. It is focused on helping Financial Representatives increase productivity & efficiency by providing planning & integrated operations support.
GENERAL RESPONSIBILITIES
o Daily Insurance Operations workflow and oversight.
o Prepare Insurance proposals to include life, disability and long term care.
o Manage underwriting process which includes:
o Pre-filling & pre-checking applications for completeness & accuracy.
o Submitting applications.
o Scheduling requirements & medical exams.
o Monitoring Daily Status Report (DSR) & take action on cases needing attention.
o Consulting with advisors regularly on outstanding requirements.
o Process, or collaborate with others to complete risk product (POS) service requests such as name & address changes, beneficiary changes, updates to Insurance Service Accounts to facilitate the collection of payments, etc.
o Develop consistent, high-quality life stage appropriate plans for Financial and Wealth Management Advisors.
o Provide materials for plan & account reviews including an updated plan and illustrations.
o Additional tasks & responsibilities as requested by leadership.
QUALIFICATIONS
o Life, Accident & Health insurance licenses obtained within first 90 days of employment.
o Bachelor’s degree in business, finance or related field preferred.
o Series 6 or 7, and 63 preferred within first year.
o Strong analytical, problem solving, and written and verbal communication skills.
o Strong organizational & time management skills with the ability to set priorities & meet deadlines.
o Strong attention to detail, accuracy & reliability with the ability to thrive in a fast-paced
environment.
Pay: $55,000.00 - $70,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Referral program
- Retirement plan
- Vision insurance
Work Location: In person
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