Registered Client Care Srvcs Rep (S6/63) - ADM -
The Annuity Distribution and Maintenance (ADM) Department is a vital part of our organization, focused on delivering seamless support for converting accumulated annuity funds into guaranteed income streams.
Job Description:
This position supports our field teams and clients with their annuity disbursement and policy maintenance needs. Team members work closely with financial representatives, client service specialists, and internal departments to ensure smooth transitions from accumulation to payout phases. Responsibilities include processing various annuity conversion transactions, managing payout options such as lump-sum or annuitized distributions, and addressing customer inquiries related to annuity distribution and maintenance services.
Primary Duties and Responsibilities
Delivers a personalized and remarkable experience for our clients by answering their questions, providing servicing options and helping them with their products or services in a call center environment
Proficient at resolving inquiries and transactions from Financial Reps and clients on basic and intermediate (semi-complex) level calls and transactions in a registered area and is learning to become proficient in complex work.
Researches and evaluates possible solutions to complex problems that requires identifying root cause and some deviations from procedures
Takes ownerships of calls and anticipates future issues to avoid repeat calls and unnecessary call transfers
Ability to de-escalate client experience situations effectively while guiding clients through complex and unique inquiries.
Serves as a trusted advocate for our Financial Representatives and partners with them to meet the needs of our clients.
Embraces new technology and serves as an advocate for website and self-service capabilities by educating clients and field. Understands risks and impacts that the transaction has on the client or policy.
Understands how systems connect to processes and outcomes.
Drives change and embraces continuous improvement by creating processes and provisions to accommodate change.
Fosters a professional relationship with our clients to enhance brand loyalty
Handles phone and transactional responsibilities while adhering to strict confidentiality and privacy standards
Adept at shifting work priorities to meet the needs of the business and customer demand.
Qualifications
Associates degree in business or related field or equivalent combination of education and experience
- FINRA Licensure 6/63 or 7/63 required.
Minimum of 2 years related customer service experience with proven customer service skills
Advanced understanding of Investment or Income markets or products (i.e. VA, VL, VUL Retirement or Business markets)
A basic understanding of tax implications
Advanced written and verbal communication skills
Ability to multi-task and handle high volume of calls/case load with the greatest possible degree of accuracy
Strong organization skills with the ability to prioritize tasks.
A strong desire to continuously learn and improve
Strong problem-solving skills and ability to provide options
Demonstrated computer experience with solid keyboarding skills and proficiency with current software packages
#LI-Remote
Compensation Range:
Pay Range - Start:
$21.35Pay Range - End:
$32.02Geographic Specific Pay Structure:
Structure 110:
Structure 115:
We believe in fairness and transparency. It’s why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you’re living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
Average salary estimate
If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.
Lead Guest Services operations for major Orange County events, managing staff, guest experience standards, ADA accommodations, scheduling, and on-site event execution.
Provide empathetic, solution-focused support as a mid-level Customer Support Specialist in long-term remote placements, representing partner brands and improving customer experiences.
Lucid Software seeks a Customer Operations Intern for Summer 2026 to troubleshoot technical issues, support billing workflows, create user education content, and collaborate with cross-functional teams to improve the customer experience.
Provide critical administrative and client-service support to Financial Advisors at Raymond James, ensuring accurate account processing, client communications, and efficient branch operations.
Sysco’s FreshPoint Dallas is hiring an on-site Customer Service Representative to support sales colleagues and customers by managing inquiries, order processing, and account servicing in a fast-paced foodservice environment.
Fieldguide seeks a Technical Support Engineer to diagnose and resolve platform issues, deliver clear customer-facing solutions, and help auditors and assurance teams succeed with our auditing platform.
Provide expert patient-facing collections and customer support for Orthofix by resolving balances, troubleshooting product issues, and coordinating with internal and field teams in a remote capacity.
Raymond James is looking for a detail-oriented Registered Client Service Associate to support Financial Advisors and deliver responsive, high-quality client service at the Tampa Bayshore branch.
Freshworks is hiring a Customer Success Manager in Bellevue to drive adoption, retention, and expansion across mid-market and enterprise accounts while serving as the customer advocate internally.
Provide high-quality administrative and client support to Financial Advisors at Raymond James’ Ashland branch, handling client interactions, account administration, and office tasks with attention to detail and professionalism.
TruGreen is hiring a Customer Care Coordinator in Wheat Ridge, CO to manage inbound/outbound customer interactions, resolve service and billing issues, support retention efforts, and maintain accurate customer records.
Guidehouse seeks a remote Customer Service Representative to manage patient account inquiries, resolve billing and claims issues, and deliver first-call resolution with strong communication and technical skills.
Support and test Focus School Software’s ERP finance, HR, and payroll features while assisting districts via Zendesk and collaborating with support, QA, and sales teams.
We combine our unsurpassed financial strength, solutions and expertise with time-tested principles, a comprehensive approach to planning and a financial representative’s long-term commitment to listen to, guide and encourage you.
1 jobs
🔮
Hi, I'm Risa! Your AI Career Copilot
you, just ask me below!
