Associate Financial Representative

Darin Campagna CLU Financial Advisor with Northwestern Mutual; Racine (WI); On-site; USD 40,000 - 80,000; Full time

Job summary

An established industry player is seeking an Associate Financial Representative to join their team in Racine. This full-time, on-site role focuses on client service, financial planning, and supporting the Financial Advisor in building lasting client relationships. The ideal candidate will possess strong communication and analytical skills, along with a proactive approach to problem-solving. You'll be responsible for managing client interactions, maintaining records, and ensuring efficient office operations. If you're looking to embark on a rewarding career in financial services, this opportunity offers a solid foundation for growth and success.

Benefits

Health Insurance

Vision Insurance

Disability Insurance

Life Insurance

Paid Time Off

Employee Assistance Program

Qualifications

• Health and Life licensing required within 6 months of employment.
• Experience in financial services or insurance preferred.

Responsibilities

• Support the Financial Advisor in client service and office operations.
• Handle case notes, maintain client files, and schedule meetings.

Skills

Financial Planning

Retirement Planning

Insurance Knowledge

Analytical Skills

Problem-Solving Skills

Communication Skills

Interpersonal Skills

Organizational Skills

Education

Health and Life Licensing

Experience in Financial Services

Administrative Support Experience

Tools

Microsoft Office

Data Entry Software

Job description

Darin Campagna CLU, Financial Advisor with Northwestern Mutual in Racine, WI

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Financial Advisor at Northwestern Mutual

Role Description

This is a full-time, on-site position as an Associate Financial Representative at Northwestern Mutual in Racine, WI. The role involves handling daily tasks related to financial planning, insurance, retirement planning, and investments. The individual will work closely with clients to provide exceptional customer service, financial solutions, and assist them in achieving their financial goals.

Experience

• Financial Planning and Retirement Planning skills are a plus
• Insurance knowledge is a plus
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team

Overall Function

The Associate Financial Representative (AFR) focuses on client service and supporting the Financial Advisor in building practice and client relationships. The AFR ensures the office operates efficiently and effectively. Responsibilities include:

1. Support

• Handle case notes, process correspondence, and maintain client files
• File statements, account forms, and related materials
• Maintain the Financial Advisor’s calendar and schedule follow-ups
• Answer and direct calls appropriately
• Prepare for client meetings by gathering and inputting data
• Schedule follow-up meetings with clients
• Monitor Daily Status Reports and expedite underwriting requirements
• Communicate with home office, NMIS, and fund families
• Send birthday cards and schedule reviews

Client Service Support for Non-Securities Products

• Assist in sales activities for non-securities products
• Complete insurance applications with clients
• Participate in retaining existing business
• Review applications and policy changes for accuracy
• Arrange necessary medical or paramedical exams
• Provide account status updates
• Advise clients on late payments and service issues
• Process service requests (address changes, loan requests, etc.)

Qualifications

• Health and Life licensing within 6 months of employment
• Experience in financial services or insurance preferred
• Associate Agent Contract required upon licensing
• Experience in administrative support or customer service
• Excellent communication skills
• Proficiency with Microsoft Office and data entry software
• Strong organizational skills and attention to detail
• Proactive and adaptable to change
• Ability to work independently and in teams
• Maintain confidentiality

Benefits

• Health, Vision, Disability, and Life Insurance
• Paid Time Off
• Employee Assistance Program

Additional Details

• Seniority Level: Entry Level
• Employment Type: Full-Time
• Job Function: Sales and Business Development