Front Desk Associate/Sales Execution Team

The role of the Front Desk Associate/Sales Execution Team is to serve as the primary contact for customers and policy owners and to support new financial representatives in their first 2 years by providing vital administrative assistance. Specific responsibilities
include but will not be limited to:
• Greet visitors and direct them appropriately
• Answer, screen and record telephone calls
• Maintain telephone system and agency directory
• Process incoming and outgoing mail; deliver outgoing mail to Post Office
• Maintain the reception area/café
• Place orders for supplies
• Support with on-site events and food arrangements
• Answer basic policy owner/policy benefit questions
• Act as administrative support for financial representatives/staff as needed
• Complete and/or assist with projects as assigned by the Office Manager/Director
of Operations
• Cross-train in other support roles

Operational Support for new financial representatives
• CRM administrative support (inputting and managing client records and activities)
• Maintain electronic client file documentation.
• Creating prospecting/marketing lists
• Process, or collaborate with others to complete risk product service requests
such as name and address changes, beneficiary changes, updates to Insurance
Service Accounts to facilitate the collection of payments, etc.

Mission

Empowering people to achieve their true potential.

Values

Integrity - Growth - Mutual Respect - Leadership - Passion

Location:  Northwestern Mutual Network Office 34 Aspen Park Blvd, East Syracuse, NY 13057

Salary: $40,000 plus benefits

Interested: Please forward resume to [email protected]