Thursday, March 19, 2015

Marketing Assistant-Northwest Mutual(Tacoma,WA)

Position Description:

Financial Representative Marketing Assistant to:
John F Unterreiner, CLTC, Northwestern Mutual South Puget Sound,
820 A Street, Tacoma, WA 98402., 253-680-7802

(Securities Registration Not Required: non-registered, fingerprinted personnel)

Overall Function
The Financial Representative Marketing Assistant will focus on successfully marketing the financial representative and generating sufficient appointments to keep the financial representative in constant planning / selling situations, assisting in all marketing-related activities, developing and implementing new promotional and marketing programs, and developing and executing cross-selling and financial planning for existing clients.

Specific responsibilities* may include, but are not limited to:

– Maintain financial representative’s calendar and schedule follow-up appointments. Answer and direct telephone calls as appropriate.
– Process client/prospect reservations for marketing events such as client appreciation events ans seminars. Assist in preparation of seminar materials and event mailings.
– Maintain supplies of current insurance and investment-related marketing materials.
– Send client birthday cards and schedule birthday/age change appointments for representative. Generate lead letters and implement marketing programs.
– Coordinate all financial representatives’ appointments and meetings. Oversee file preparation in advance of client meetings
– Confirm appointments and reschedule cancelled meetings.
– Identify target markets based on representative’s marketing plan.
– Identify Centers of Influence at the direction of the financial representative.
– Generate target in-force client and prospect lists to identify cross-selling opportunities such as term conversions, life insurance, disability income insurance, long term care insurance, annuities, etc.
– Maintain client information for mailings of newsletters, Creative Living, birthday cards, etc.
– Create, implement, and monitor transition of FR’s practice from product/sales focus to comprehensive planning focus, to include both existing clients and new clients.
– Develop and implement marketing programs, such as lead letters.
– Telephone clients, prospects and centers of influence for appointments and networking opportunities.
– Utilizing social media and other sources, prepare “feed lists” to present to prospective and existing clients in order to fully prepare financial representative to obtain referrals to qualified prospective clients.
– Call referrals once obtained.
– Prepare “future” appointment files.
– Maintain Social Networking accounts: LinkedIn, Hearsay Social, etc.
– Assemble materials for client presentations.
– Maintain inventory of all open planning cases, with daily updates to FR and staff team.
– Maintain client management system (CRM)
– Assist the financial representative with the client segmentation process and develop marketing strategies for each client segment.
– Maintain and promote financial representative’s personal Northwestern Mutual website.
– Keep current with home office marketing resources.

– Health and Life licensed or gain licensing within 6 months of employment.
– Financial Service or Insurance industry experience preferred.
– College degree (Bachelor’s) preferred
– Superior interpersonal skills.
– Ability to establish instant credibility with clients and prospects.
– Marketing experience (preferred).
– Strong attention to detail with the ability to work with a high degree of accuracy.
– Superior written and oral communication skills.
– Ability to maintain a high degree of confidentiality.
– Strong individual initiative with minimal supervision.
– Ability to proactively identify what needs to be accomplished and take action as appropriate.
– Ability to work both independently and as a member of a high-accountability team.
– Familiarity with Microsoft applications and data entry and information retrieval software.

To apply:

Please send resume’ and cover letter to:
John Unterreiner (
820 A Street, Ste 300,
Tacoma, WA 98402