Licensed Customer Service Representative – Series 6/63, 7/63

Northwestern Mutual

Licensed Customer Service Representative handling client inquiries and delivering personalized service in investment-related domains. Proficient in issue resolution and maintaining professional relationships in a call center environment.

Posted 4/3/2026full-timeRemote • New Jersey, North Carolina, Utah, Virginia, Wisconsin • 🇺🇸 United StatesJuniorMid-Level💰 $22 - $33 per hourWebsite

About the role

Key responsibilities & impact

Delivers a personalized and exceptional experience for clients by answering questions, providing servicing options, and supporting products or services in a call center environment.
Proficient in resolving basic and intermediate (semi-complex) inquiries and transactions from Financial Representatives and clients within a registered area, while continuing to develop proficiency in more complex work.
Researches and evaluates potential solutions to complex problems, which may require identifying root causes and navigating deviations from standard procedures.
Takes ownership of calls and anticipates future issues to avoid repeat calls and unnecessary transfers.
Effectively de-escalates challenging client situations while guiding clients through complex or unique inquiries.
Serves as a trusted advocate for Financial Representatives and partners with them to meet client needs.
Embraces new technology and promotes website and self-service capabilities by educating clients and field partners, while understanding the risks and impacts transactions may have on clients or policies.
Understands how systems connect to processes and outcomes.
Drives change and supports continuous improvement by helping develop processes and provisions to accommodate evolving business needs.
Fosters professional relationships with clients to enhance brand loyalty.
Handles phone and transactional responsibilities while adhering to strict confidentiality and privacy standards.
Adapts work priorities to meet changing business and customer demands.

Requirements

What you’ll need

Associate degree in business or a related field, or an equivalent combination of education and experience.
Minimum of two years of related customer service experience with demonstrated customer service skills.
Advanced understanding of investment or income products or markets (e.g., VA, VL, VUL, Retirement, or Business markets).
Basic understanding of tax implications.
Strong written and verbal communication skills.
Ability to multitask and manage a high volume of calls or caseloads with a high degree of accuracy.
Strong organizational skills with the ability to prioritize tasks effectively.
Demonstrated desire to continuously learn and improve.
Strong problem-solving skills with the ability to provide effective options and solutions.
Demonstrated computer proficiency with solid keyboarding skills and experience using common software applications.

Benefits

Comp & perks

🌐 Worldwide Post a Job Affiliates ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs Account Northwestern Mutual Website LinkedIn All Job Openings 5001 - 10000 employees Founded 1869 💸 Finance Finance
Insurance Northwestern Mutual is a leading financial services and life insurance company based in Milwaukee, Wisconsin. It offers its clients a broad range of financial planning services including life insurance, disability insurance, long-term care insurance, and personalized investment strategies through its network of financial advisors. Known for its strong corporate culture and commitment to employee development, Northwestern Mutual provides an environment that fosters growth, diversity, and meaningful work opportunities. The company emphasizes flexibility, career growth, and a supportive work culture, making it an attractive place for both new and experienced professionals. Furthermore, Northwestern Mutual prioritizes technology and innovation in financial services, aiming to revolutionize the industry from within. Licensed Customer Service Representative – Series 6/63, 7/63 🔥 9 minutes ago 🏖️ New Jersey, North Carolina, +3 more states – Remote 💵 $21 - $32 / hour ⏰ Full Time 🟢 Junior 🟡 Mid-level 💝 Customer Support 🦅 H1B Visa Sponsor Apply Now Find Hiring Managers Customize resume for this job ☆ Save ☑️ Mark as applied ❌ Hide Report problem 📋 Description
Delivers a personalized and exceptional experience for clients by answering questions, providing servicing options, and supporting products or services in a call center environment.
Proficient in resolving basic and intermediate (semi-complex) inquiries and transactions from Financial Representatives and clients within a registered area, while continuing to develop proficiency in more complex work.
Researches and evaluates potential solutions to complex problems, which may require identifying root causes and navigating deviations from standard procedures.
Takes ownership of calls and anticipates future issues to avoid repeat calls and unnecessary transfers.
Effectively de-escalates challenging client situations while guiding clients through complex or unique inquiries.
Serves as a trusted advocate for Financial Representatives and partners with them to meet client needs.
Embraces new technology and promotes website and self-service capabilities by educating clients and field partners, while understanding the risks and impacts transactions may have on clients or policies.
Understands how systems connect to processes and outcomes.
Drives change and supports continuous improvement by helping develop processes and provisions to accommodate evolving business needs.
Fosters professional relationships with clients to enhance brand loyalty.
Handles phone and transactional responsibilities while adhering to strict confidentiality and privacy standards.
Adapts work priorities to meet changing business and customer demands. 🎯 Requirements
Associate degree in business or a related field, or an equivalent combination of education and experience.
Minimum of two years of related customer service experience with demonstrated customer service skills.
Advanced understanding of investment or income products or markets (e.g., VA, VL, VUL, Retirement, or Business markets).
Basic understanding of tax implications.
Strong written and verbal communication skills.
Ability to multitask and manage a high volume of calls or caseloads with a high degree of accuracy.
Strong organizational skills with the ability to prioritize tasks effectively.
Demonstrated desire to continuously learn and improve.
Strong problem-solving skills with the ability to provide effective options and solutions.
Demonstrated computer proficiency with solid keyboarding skills and experience using common software applications. Apply Now 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score Similar Jobs Customer Support Specialist 🔥 22 minutes ago Bloomerang 201 - 500 🤝 Non-profit ☁️ SaaS 🤲 Charity Website LinkedIn All Job Openings Customer Support Specialist providing support via email, chat, and phone for Bloomerang customers. Ensuring proper use of the software and conducting training for new customers. 🇺🇸 United States – Remote 💵 $18 - $22 / hour 💰 $33M Debt Financing on 2021-02 ⏰ Full Time 🟡 Mid-level 🟠 Senior 💝 Customer Support Customer Service Supervisor 🔥 23 minutes ago Guild Mortgage 1001 - 5000 💸 Finance 🏠 Real Estate Website LinkedIn All Job Openings Customer Service Supervisor managing operations of the mortgage call center to ensure quality service and compliance with regulations. Responsible for training and coaching team members and monitoring performance metrics. 🇺🇸 United States – Remote 💵 $54k - $65k / year ⏰ Full Time 🟡 Mid-level 🟠 Senior 💝 Customer Support Tax Support Specialist 🔥 29 minutes ago Check Point Software Technologies Ltd 5001 - 10000 🔒 Cybersecurity 🤖 Artificial Intelligence 🏢 Enterprise Website LinkedIn All Job Openings Tax Support Specialist owning end-to-end tax workflows for Check's partners. Communicating with tax agencies and partners to resolve tax issues effectively. 🇺🇸 United States – Remote 💵 $78.5k - $114.1k / year ⏰ Full Time 🟡 Mid-level 🟠 Senior 💝 Customer Support Customer Service Representative 🔥 43 minutes ago AMERICAN SYSTEMS 1001 - 5000 🏛️ Government Website LinkedIn All Job Openings Customer Service Representative providing support for USPTO inquiries through phone and email. Assisting with account issues and managing standard requests using a knowledge base. 🇺🇸 United States – Remote 💵 $17 - $31 / hour ⏰ Full Time 🟢 Junior 💝 Customer Support 🚫👨‍🎓 No degree required Customer Service Representative 🔥 1 hour ago Sysco 10,000+ employees 🤝 B2B Website LinkedIn All Job Openings Customer Service Representative providing support to Territory Managers for hotel supply orders at Sysco. Answering inquiries and processing orders for a global distribution company. 🇺🇸 United States – Remote 💵 $15 - $22 / hour ⏰ Full Time 🟢 Junior 🟡 Mid-level 💝 Customer Support 🚫👨‍🎓 No degree required 🦅 H1B Visa Sponsor View More Customer Support Jobs 🌐 Worldwide Built by Lior Neu-ner. I'd love to hear your feedback — Get in touch via DM or support@remoterocketship.com Search Search Jobs by country Search jobs by city Search jobs by job title Search entry-level jobs Search junior-level jobs Search senior-level jobs Search jobs by tech stack Search jobs by contract type Search remote internships Search remote part-time jobs Remote jobs Anywhere in the World Companies Hiring Anywhere in the World Companies Hiring Sales People Anywhere in the World Companies Hiring Software Engineers Anywhere in the World Resources Advice Tips for finding remote jobs Interview questions and answers Resume examples Cover letter examples Post a job Affiliates Privacy policy Terms of service Job board SEO course AI Apply Copilot OpenClaw job finder Jobs by Country Remote jobs anywhere in the world (Worldwide remote jobs) Remote jobs United States Remote jobs Australia Remote jobs Brazil Remote jobs Canada Remote jobs France Remote jobs Ireland Remote jobs Germany Remote jobs Netherlands Remote jobs Spain Remote jobs UK Popular Jobs Remote data analyst jobs Remote customer support jobs Remote executive assistant jobs Remote marketing jobs Remote product designer jobs Remote product manager jobs Remote project manager jobs Remote recruiter jobs Remote sales jobs Remote software engineer jobs Jobs by Type Remote full-time jobs Remote part-time jobs Remote contract jobs Remote internship jobs Remote entry-level jobs Remote jobs with no experience required Remote junior jobs (1-3 years of experience) Digital nomad jobs Remote jobs with no degree required Freelance remote jobs Temporary remote jobs Remote jobs hiring now Stay at home mom jobs

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Hard Skills & Tools

customer serviceproblem-solvingmultitaskingkeyboard proficiencyinvestment productsincome productstax implicationstransaction handlingprocess improvementconfidentiality standards

Soft Skills

communication skillsorganizational skillsadaptabilityrelationship buildingde-escalationownershipcontinuous learningprioritizationclient advocacyanticipation of issues

Certifications

Associate degree in business