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Financial Services Representative

2 months ago

Chicago, Illinois, United States Northwestern Mutual Full time
Job Description

**About the Role**

The Associate Financial Representative (AFR) plays a vital role in supporting the financial representative in building their practice and client relationships. This individual serves as a liaison between the network office and home office, as well as the financial representative and clients.

Key Responsibilities

  • 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 the direction of the financial representative in preparation for client/prospect meetings
  • Contact clients to confirm receipt of forms or request return of completed forms 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 the 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 the 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