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Business Development and Marketing Associate

Company: Northwestern Mutual
Location: Minnetonka
Posted on: January 15, 2022

Job Description:

Business Development and Marketing Associate

  • Calendar Management
  • Customer Service
  • Clerical Duties - data entry, filling out applications, and general paperwork
  • Scheduling Review Meetings with existing clients
  • Keeping our website up to date (training will be provided)
  • Tracking Open Cases

    • Assist in Client Acquisition - feedlists, networking, etc.
    • Social Media Posting & Tracking - including Facebook & LinkedIn
    • Tracking Metrics based on assigned tasks
    • Client appreciation and event Planning
    • Christmas, promotion, wedding, and birthday cards/gifts

      • Must have High energy and high autonomy traits
      • Great communication skills in person and electronically
      • Lifelong Learner who wants to grow
      • Likes a challenge & takes the initiative
      • Teachable & willing to ask for help
      • Team Player
      • Organized
      • High Attention to Detail
      • Values Personal Financial Planning
      • Problem Solving & Critical Thinking
      • Can work either a 6:30am-3pm or a 7:30am-4pm shift M-F in our Minnetonka Office in Carlson Towers
      • Self-Starter who is able to work independently
      • Proficient Skill in Outlook & Microsoft Office Suite
      • 3-5 years of office or similar work experience
      • 4 references - 2 personal, 2 professional
        Opportunity for Growth/Promotion

        • Opportunity for paid investment and insurance licensing costs
        • Taking on more investment related duties
        • Opportunity to eventually become a client facing sales person and point of contact
          Systems that are helpful to be familiar with:

          • Ring Central (phone & video)
          • Canva.com
          • Avery.com
          • CRM systems

            • SIMPLE IRA with a 3% match at 6 months
            • Group Life Insurance at 6 months
            • Group LTD & STD Insurance at 6 months
            • Health Insurance Option Available in June
            • Starting Salary 40k with $2,000 pay increase upon completion of investment licensure; $42k salary if already licensed
              Further Description:We are a small financial planning team at Northwestern Mutual looking to add a new teammate and increase our capacity. We believe in putting our clients and their goals first while making finances simple and accessible. The role of our business development associate is one that we expect to grow and change with our team - especially over the course of the first year. We are looking for a high-energy, high-capacity, long term hire who can come in and really make this role their own. We recognize the importance of each of our team members and want to grow a culture of respect, dedication, and fun. This is a job where you will never stop learning and we are looking for someone who is energized by that. This is a "learn on the job" role for which we need someone who is proactive in asking questions and seeking help as needed from our team, from our office coworkers, and from our home office over the phone. We are a team that supports one another and plays into each our individual strengths. We want to invest in you and your professional growth.
              We look forward to connecting with you. - Nick Gerken & Team

Keywords: Northwestern Mutual, Minnetonka , Business Development and Marketing Associate, Advertising , Minnetonka, Minnesota

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