Associate Financial Representative

3 weeks ago

Grand Rapids, United States Northwestern Mutual Full time

**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 representatives
- 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
- Initiate and perform sales of non-variable Additional Purchase Benefit (APB) and term conversions
- Actively participate in conservation of existing non-securities business
- Arrange medical, paramedical and any exams necessary for underwriting
- Provide current state 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**
- Life, Accident & Health 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
- 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

Pay: $45,000.00 - $55,000.00 per year

**Benefits**:

- 401(k)
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance

Compensation package:

- Bonus opportunities

Weekly schedule:

- Monday to Friday

Work setting:

- In-person
- Office

**Experience**:

- Customer Service: 1 year (preferred)
- Administrative: 2 years (preferred)

Ability to Commute:

- Grand Rapids, MI (preferred)

Work Location: In person

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