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Associate Financial Representative

3 months ago

Crown Point, United States Northwestern Mutual Full time

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
- Create and generate proposals from specific information provided by representative or advisor.
- Create and generate proposals from specific information provided by representative or advisor
- Contact clients to set up follow-up meetings with representative
- Prepare/print letters of instruction for client signature
- Schedule birthday/age change appointments for representative
- Generate lead letters and implement marketing programs
- Request missing documents and account statements

**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
- Actively participate in conservation of existing non-securities business
- Consult with clients on impact of changes to non-securities related products

**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
- Provide account values and performance to clients at the direction of RR

**Qualifications**
- Life and Health licensed or gain licensing within 90 days 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

**Benefits**:

- 401(k)
- Dental insurance
- Health insurance
- Life insurance
- Vision insurance

Weekly schedule:

- Monday to Friday

Work setting:

- In-person
- Office

Ability to Relocate:

- Crown Point, IN: Relocate before starting work (required)

Work Location: In person