> Markdown version of [/jobs/ext/2405282-brokerage-services-registered-analyst-series-7-63-remote](https://www.wearedevelopers.com/jobs/ext/2405282-brokerage-services-registered-analyst-series-7-63-remote). Every page supports `.md` or `Accept: text/markdown`. Links point to the HTML versions so they work for humans too. Agent guide: [/agents.md](https://www.wearedevelopers.com/agents.md). --- # Brokerage Services Registered Analyst - Series 7/63 - Remote - **Company:** The Northwestern Mutual Life Insurance Company - **Location:** Franklin, WI, United States (Remote available) - **Experience:** Experienced - **Salary:** $48,069.0 - $72,093.0 - **Contract:** Permanent contract - **Skills:** Computer Literacy, Enterprise Software Applications - **Published:** August 4, 2026 - **Apply:** https://northwesternmutual.wd5.myworkdayjobs.com/CORPORATE-CAREERS/job/Franklin-WI-Corporate/Brokerage-Services-Registered-Analyst---Series-7-63---Remote_JR-45747 ## About the Role * Associates degree in business or related field or equivalent combination of education and experience. * Minimum of 4 years related customer service experience with proven customer service skills. * Expert knowledge of investment or income products or markets (i.e.VA, VL, VUL, Retirement & Business markets). * An expert 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. This position has been classified as a Registered Representative under NMIS guidelines and requires fingerprinting.Series 63 - FINRA, Series 7 - FINRA, SIE - FINRA ## Description * 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. * Expert at resolving inquiries and transactions from Financial Reps and clients on basic, intermediate (semi-complex), calls and transactions in a registered area and proficient at complex work. * Researches and evaluates possible solutions to complex problems that requires identifying root cause and deviation from procedures and handles escalation resolution. * Regularly promotes client retention and identifies opportunities for the field to build existing relationship, knows when to refer back to the field for follow up. * 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. Supports digital savvy capabilities in self and others/Understands how to explain system limits and capabilities to others. * Lead others through change (help others adapt to changing environments and accept new situations). * Works effectively with unstructured teams, situations or environment. * Fosters a professional relationship with our clients to enhance brand loyalty. * Handles phone and transactional responsibilities while adhering to strict confidentiality and privacy standards. * Coach, mentor or train others as needed. ## Related Videos - [Tackling the Risks of AI - With AI](https://www.wearedevelopers.com/videos/1690-tackling-the-risks-of-ai-with-ai) - [Creating Europe's AI Moment – Now or Never](https://www.wearedevelopers.com/videos/100059-creating-europe-s-ai-moment-now-or-never) - [AI Driven Development](https://www.wearedevelopers.com/videos/100340-ai-driven-development) - [How to govern Vibe Coding for the Enterprise](https://www.wearedevelopers.com/videos/100290-how-to-govern-vibe-coding-for-the-enterprise) ## Related Articles - [Data Analyst Salary in Switzerland](https://www.wearedevelopers.com/magazine/276-data-analyst-salary-in-switzerland) - [Data Analyst Salary in the UK](https://www.wearedevelopers.com/magazine/278-data-analyst-salary-in-the-uk) - [Software Developer Salary in Switzerland [2023]](https://www.wearedevelopers.com/magazine/215-software-developer-salary-in-switzerland-2023) - [Best Companies to work for in London: Top 25 Companies in 2023](https://www.wearedevelopers.com/magazine/187-best-companies-to-work-for-in-london-top-25-companies-in-2023) - [Fully Remote Software Engineer Jobs](https://www.wearedevelopers.com/magazine/447-fully-remote-software-engineer-jobs) - [Best Companies to Work For in Berlin: Top 14 Companies in 2023 ](https://www.wearedevelopers.com/magazine/188-best-companies-to-work-for-in-berlin-top-14-companies-in-2023)