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Associate Financial Representative

2 months ago

Chicago, United States Northwestern Mutual Full time
Job DescriptionJob Description

Associate Financial Representative

Securities Registration Not Required | Non-registered fingerprinted (NRF) person

Overall Function

The Associate Financial Representative (AFR) specializes in client service and supporting the financial representative as he/she focuses on building his/her practice and client relationships. An AFR also ensures the continuation of an efficient, effective and organized office. This individual is a liaison between the network office and home office as well as the financial representative and clients. Specific responsibilities may include but are not be limited to:

Support

·        Handle case notes, process correspondence and maintain client case files

·        File new statements, account forms and other insurance related material.

·        Answer and direct telephone calls as appropriate

·        Input data, run illustrations and gather information at direction of financial representative in    preparation for client/prospect meeting

·        Contact clients to confirm receipt of forms or request return of completed form and maintain current client information

·        Monitor Daily Status Report (DSR) and expedite any additional underwriting requirements

·        Communicate with home office to supply or obtain information

·        Prepare applications for client signature (generally e-sign)

·        Generate lead letters and implement marketing programs

Client Service Support | Non-Securities PRODUCTS

·        Participate with the support of employing financial representative in various activities of the sales cycle for non-securities products

·        Develop and execute cross-selling plans for non-securities products

·        Meet with clients to complete non-securities insurance related applications

·        Initiate and perform sales of non-variable Additional Purchase Benefit (APB) and term conversions

·        Actively participate in conservation of existing non-securities business

·        Review insurance applications, conversions and policy changes for completeness and accuracy

·        Arrange medical, paramedical and any exams necessary for underwriting

·        Provide current status and account values for non-securities related accounts

·        Contact and advise clients regarding late payments and other non-securities sales and service related issues

·        Consult with clients on impact of changes to non-securities related products

·        Process incoming non-securities related insurance service requests from clients (address changes, bank change information, loan requests and ISA service inquiries)

Qualifications

·        Health and Life licensed or gain licensing within 6 months of employment

·        Insurance industry experience preferred, particularly Northwestern Mutual

·        Associate Agent Contract required

·        Experience in administrative support or customer service

·        Excellent oral and written communication skills

·        Familiarity with Microsoft applications and data entry and information retrieval software

·        Demonstrated organizational and time management skills and ability to multitask, set priorities and meet deadlines

·        Strong attention to detail with the ability to work with a high degree of accuracy

·        Ability to proactively identify what needs to be accomplished and take action as appropriate

·        Has interest in learning on a continuous basis

·        Ability to embrace change and work in a fast-paced environment

·        Ability to work both independently and in a team

·        Ability to maintain confidentiality