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Associate Financial Representative

4 months ago

Saint Cloud, United States Northwestern Mutual Full time
Job DescriptionJob DescriptionSalary:

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/investment-related materials
  • 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 seminars and assist in the preparation of seminar materials and event mailings
  • Maintain supplies of current insurance/ investment-related marketing materials
  • Input data, print proposals and gather information at direction of financial representative in preparation for client/prospect meeting
  • Contact clients to set up follow-up meetings with representative
  • 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, NMIS and fund families to supply or obtain information
  • Prepare/print letters of instruction for client signature
  • Prepare policies for delivery
  • Maintain check logs
  • Send client birthday cards and schedule birthday/age change appointments for representative
  • 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
  • Contact clients, prospects and centers of influence for appointments and referrals to generate interest in non-securities related 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)

  Client Service Support | Variable Insurance/Annuity and Investments

  • Gather information for registered representative’s meeting with clients/prospects (prospectuses, annual reports, Morningstar reports) and enter data into planning software (non-asset allocation components only)
  • Prepare account summaries for variable and securities owners
  • Print and distribute NMIS related forms to existing clients
  • Review variable insurance/annuity applications, conversions and policy changes for completeness and accuracy and return to registered representative (RR) if missing information
  • Review NMIS forms for completeness and return to RR if missing information
  • Arrange medical, paramedical and any exams necessary for underwriting
  • Monitor Items for Attention (IFA) and bring any action items to the RR’s attention
  • Complete order tickets and new account forms based on information obtained by RR
  • Identify need for switch letters and discuss with RR
  • At RR’s direction, initiate fund/NMIS transfers, exchanges and redemption requests
  • Receive and forward checks and related paperwork to the network and home office investment operation areas
  • Work with network office, NMIS and fund families to resolve client account issues
  • Provide account values and performance to clients at the direction of RR

Qualifications

  • Health and Life licensed or gain licensing within 6 months of employment
  • Financial Service or Insurance industry experience preferred
  • Associate Agent Contract required
  • Experience in administrative support or customer service, preferably in the financial services and/or insurance industry
  • 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