Appointment SetterAdministrative Assistant
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Job Location:
Skokie, IL - USA
Monthly Salary:
Not Disclosed
Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
Job Title: Appointment Setter / Administrative Assistant
Location: Skokie IL (In-Office)
Company: Northwestern Mutual
Employment Type: Full-Time or Part-Time
Position Overview
Northwestern Mutual is seeking a professional and dependable Dialer / Appointment Setter / Administrative Assistant to provide direct support in our Skokie office. This in-office role is ideal for an organized confident communicator who is comfortable making outbound calls setting appointments and providing administrative support to help the advisor manage client relationships and daily operations efficiently.
Key Responsibilities
Make outbound phone calls to prospective clients on behalf of the Wealth Management Advisor dialing a minimum of 40 phone numbers per day
Confidently conduct cold calls to introduce Northwestern Mutual and schedule introductory meetings for the advisor
Manage and maintain the advisors calendar ensuring meetings are accurately scheduled and confirmed
Track call activity outcomes and follow-ups using internal systems
Follow approved call scripts while maintaining a professional confident and personable phone presence
Provide administrative support including data entry document preparation and client record maintenance
Represent the Wealth Management Advisor and Northwestern Mutual professionally in all client and prospect interactions
Maintain strict confidentiality of client prospect and business information
Required Qualifications
Strong verbal communication skills and confidence speaking on the phone
Comfort with cold calling and professionally handling objections
Strong organizational skills and attention to detail
Ability to work independently while supporting the priorities of one Wealth Management Advisor
Basic computer proficiency and ability to learn Northwestern Mutual systems
Reliable punctual and able to work in an in-office environment in Skokie IL
Previous experience in appointment setting administrative support customer service or phone-based roles is preferred
Expectations & Performance Metrics
Consistently dial at least 40 outbound calls per day
Meet or exceed appointment-setting goals established by the Wealth Management Advisor
Maintain accurate and timely documentation of all call and administrative activity
Uphold a high standard of professionalism when representing the advisor and firm
Northwestern Mutual Culture
Northwestern Mutuals culture is built on integrity accountability and long-term relationships. We believe in doing whats right for clients supporting one another and investing in people who take ownership of their work. While this role supports one Wealth Management Advisor directly it is part of a collaborative office environment that values professionalism trust and shared success.
Compensation & Schedule
$15 per hour paid hourly
Bonus eligible based on performance and appointment-setting results
Full-time or part-time schedules available
In-office position located in Skokie IL
Required Experience:
Junior IC
Key Skills
- Sales Experience
- Door-to-Door Experience
- B2B Sales
- Time Management
- Customer Service
- Cold Calling
- Outbound Sales
- Inside Sales
- Telemarketing
- CRM Software
- Lead Generation
- Phone Etiquette
About Company
Financial Advisor - Northwestern MutualSkokie, IL Job description In the Financial Representative role with Northwestern Mutual- you will work to deliver fina...
