layiq

/la·yiq/adjective

worthy; deserving; fitting; suitable.

A role, opportunity, or path that merits attention, time, and pursuit.

Registered Client Care Services Rep (AMO) (s6/63 or s7 & 63) - Remote at Northwestern Mutual | LAYIQ

Associate degree in business or related field, or equivalent combination of education and experience.
Minimum 2 years of customer service experience, demonstrating strong client service skills.
FINRA Licensing: Series 6 or 7 and Series 63
Understanding of investment or income-related financial products (e.g., VA, VL, VUL, Retirement or Business markets).
Basic awareness of tax implications related to transactions.
Strong written and verbal communication skills .
Ability to multitask and manage a high call/case volume with accuracy.
Strong organizational skills with the ability to prioritize effectively.
Demonstrated desire for continuous learning and skill development.
Strong problem‑solving skills with the ability to propose actionable solutions.
Proficiency with computer systems, solid keyboarding skills, and comfort with current software tools.
Skills you have
Adaptive Communication (NM) - Formulates strategies to be used to convey complex information about services, products, systems, or processes to targeted audiences; communicates and liaises between technical and non-technical audiences.
Attention to Detail (NM) - Focuses on specific details to spot and correct errors in advance of them being found and surpass quality expectations. Performs work with thorough proofreading for presentation, content, accuracy, and overall quality.
Quality Acumen (NM) - Demonstrates thorough understanding of the professional domain, adheres to established industry standards, and exhibits effective consultative behaviors. Continuously enhances knowledge through learning and experience, implements best practices consistently to provide better solutions, exceptional quality of service, and offers a seamless user experience.
Customer Service Mindset (NM) - Anticipates customer needs and applies understanding of customer needs or perspectives to solve problems and drive outcomes as the basis for decision making. Leverages knowledge of trends affecting customer to help them make informed decisions.
Prioritization (NM) - Assesses and accurately assigns priority levels to different tasks based on importance, urgency, and alignment to business and strategic goals.
This position has been classified as a Registered Representative under NMIS guidelines and requires fingerprinting.Series 63 - FINRA, Series 6 - FINRA, SIE - FINRA

Registered Client Care Services Rep (AMO) (s6/63 or s7 & 63) - Remote

Employer job description

Qualifications

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Structure 110:

Structure 115:

Equal opportunity and accommodations

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