Associate Financial Representative

Northwestern Mutual; Town of Ithaca (NY); On-site; USD 50,000 - 70,000; Full time

Job summary

Northwestern Mutual is seeking an Associate Financial Representative to support their financial representatives in building client relationships. This full-time role involves administrative support, ensuring accuracy in financial records, and client service tasks to maintain an organized office environment.

Qualifications

• Health and Life licensed or gain licensing within 6 months.
• Experience in financial services or insurance preferred.
• Strong oral and written communication skills required.

Responsibilities

• Input data and gather information for the financial advisor.
• Review financial plans with clients.
• Manage client account follow-up and correspondence.

Skills

Communication

Organization

Attention to Detail

Multitasking

Education

Health and Life Licensed

Associate Agent Contract

Tools

Microsoft Applications

Data Entry Software

Job description

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This range is provided by Northwestern Mutual. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$50,000.00/yr - $70,000.00/yr

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Talent Acquisition Specialist@ Northwestern Mutual

About the Company

The Associate Financial Representative (AFR) specializes in client service and supporting the financial representative as he focuses on building the 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.

About the Role

Specific responsibilities may include but are not be limited to:

Responsibilities

• Input data, gather information at the direction of the financial advisor
• Ensuring for accuracy
• Review financial plans with Advisor/Client
• Complete tasks 48 hours prior to client/prospect meeting
• Executing trades and ensuring for accuracy
• Managing all financial planning client follow-up and correspondence
• File new statements, account forms and other insurance/investment-related materials
• Preparing insurance proposals
• Contact clients to set up follow-up meetings with advisor
• Contact clients to confirm receipt of forms or request return of completed form and maintain current client information
• Communicate with home office, NMIS and fund families to supply or obtain information
• Prepare/print letters of instruction for client signature
• 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 Advisor’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 NMIS forms for completeness and return to Advisor if missing information
• Monitor Items for Attention (IFA) and bring any action items to the Advisor’s attention
• Complete order tickets and new account forms based on information obtained by Advisor
• At Advisor’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 Advisor

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

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance, Customer Service, and Business Development

• Industries

  Business Consulting and Services

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