Associate Financial Representative - Northwestern Mutual

Clayton•Chesterfield, MO

1d•Onsite

About The Position

The Associate Financial Representative (AFR) specializes in client service and supporting the financial advisor as they focus on building their 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 advisor and clients. We help clients build a financial plan aligned with their financial goals and values and help them stick to and amend this plan through regular client reviews and dedicated, excellent service.

Requirements

Life and Health licensed or gain licensing within 3 months of employment
Experience in administrative support or customer service required
Ability to proactively identify what needs to be accomplished and take action as appropriate
Excellent oral and written communication skills
Familiarity with Microsoft applications and data entry
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 work both independently and in a team

Nice To Haves

5+ years Financial Service or Insurance industry experience preferred

Responsibilities

Handle case notes, process correspondence, and maintain client case files
Input data, print proposals and gather information at direction of financial representative in preparation for client/prospect meeting
File new statements, account forms, and other insurance/investment-related materials
Build individualized comprehensive financial plans per the client’s needs
Support investment account opening, funding, and investing
Maintain financial advisor’s calendar and schedule follow-up appointments.
Answer and direct telephone calls as appropriate
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
Monitor Daily Status Report (DSR) and expedite any additional underwriting requirements
Communicate with home office, Northwestern Mutual Investment Services (NMIS) to supply or obtain information
Prepare policies for delivery
Send client birthday cards and schedule birthday/age change appointments for advisor