About this opportunity
Northwestern Mutual lists this Sales Execution Team Coordinator opportunity in farmingdale, New York. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Role Overview
A career with Northwestern Mutual – Farmingdale offers the opportunity to contribute to a high-performing, client-focused office that values excellence, collaboration, and growth.
This individual is responsible for delivering a pre-eminent level of Sales Support and Client Service, enabling financial representatives (reps) to effectively manage and grow their practices while ensuring exceptional client experience.
This includes overseeing the execution of the sales support process—from client insurance onboarding through approval—while maintaining strong communication with advisors, clients, and the Home Office. They ensure cases are progressing efficiently, service requests are handled promptly and professionally, and all interactions reflect a high standard of care and accuracy.
This role serves as a key liaison between the network office, home office, financial representatives, and clients, ensuring consistent communication, operational excellence, and a seamless experience across all touchpoints.
Responsibilities
Firm-Wide Support, Office Management, & Event Coordination
Sales Support Process:
Client insurance onboarding process from application to approval
Communication with the Home Office
Accurately and thoroughly prep paperwork for insurance onboarding/submission
Advisor Communication:
Assist Financial Representatives & team in tracking their open case inventory and bringing cases to the finish line
Conducting weekly 1x1’s with Norwalk SET Staff – joining weekly advisor 1x1’s when needed
Monitor Daily Status Report (DSR) and expedite any additional underwriting requirements
Direct Client Servicing:
Process incoming insurance service requests from clients (address changes, bank change information, loan requests and ISA service inquiries)
Contact and advise clients regarding late payments
Answer and direct telephone calls as appropriate
Communicate professionally and effectively with clients to resolve all issues
All on-going client service requests
This person will also provide office support as needed including:
Manage facilities - kitchen, common areas, conference rooms, veteran advisors offices
Qualifications:
Bachelor’s degree preferred or equivalent professional experience
Experience in financial services, insurance operations, or office management preferred
Strong leadership and team management experience
Excellent communication skills (written and verbal)
Demonstrated organizational and time management skills with ability to prioritize and multitask
High attention to detail and accuracy in a fast-paced environment
Ability to proactively identify needs and implement solutions
Strong client service orientation with a commitment to professionalism
Proficiency in Microsoft Office and operational systems
Ability to work independently and collaboratively
Willingness to obtain Life, Accident & Health licensing (if not already licensed)
About Northwestern Mutual
Northwestern Mutual has been helping families and businesses achieve financial security for over 165 years. Through a distinctive, whole-picture planning approach including both insurance and investments, we empower people to be financially confident. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients.
With $309 billion in assets, $31.1 billion in revenues, and more than $2 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.75 million people who rely on us for life, disability income and long-term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions. The company holds more than $200 billion of client assets as a part of its wealth management and investment services.
Worksite address
farmingdale, NY, 11735, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.