Northwestern Mutual is seeking:
Financial Representative Assistant- NJ1357813- Bachelor¿s degree. 2 years of work experience. Handle case notes (Copy Talk), process correspondence, and maintain client case files. File new statements, account forms and other insurance/investment-related materials, process correspondence, and maintain client case files. Maintain financial representative¿s calendar and schedule follow-up appointments. Answer telephone calls and direct them as appropriate. Process client/prospect reservations for marketing events such as seminars. Assist in preparation of seminar materials and event mailings. Prepare policies for delivery. Maintain check logs.
Please call 609-989-6201 to schedule your appointment.
What to bring: pen/resume
Event Contact: Iliana Ivanov
Phone: (609) 989-6201