Associate Financial Representative - Northwestern Mutual

We are committed to guiding business owners, young professionals, and assisting pre-retirees on their financial journey with the care & dedication of a trusted family member. We believe in straightforward communication and are devoted to building lasting relationships rooted in trust, integrity, and mutual respect. Our clients financial well-being is our top priority, and we exist to help them achieve their current & future goals.

Job Summary

An Associate Financial Representative (AFR) specializes in client service and supporting the financial advisor to ensure that their focus remains on building their business. An AFR works closely with others on their team to provide ongoing support operations, planning, service, and marketing. They act as a liaison between the home office, financial advisor, and clients.

Key Responsibilities

• Create and maintain compliant client file folders
• Collect and input client meeting notes
• Maintain financial advisor’s calendar and confirm appointments
• Compile meeting kits which include all materials needed for the client meetings
• Manage underwriting process which includes providing, or collaborating with others to provide:
  • Pre-filling, checking, and submitting applications with completeness and accuracy
  • Scheduling requirements and medical exams
  • Monitoring application through the underwriting process and act on cases needing attention
• Process, or collaborate with others to open/fund investment accounts and investment service requests such as funds disbursements, account transfers and trade correction requests
• Process client service requests
• Assemble targeted feedlists to provide marketing support for financial advisor

• Obtain Life and Health license within 90 days of employment
• Financial service or insurance industry experience preferred
• Strong analytical, problem solving, written and verbal communication skills, with the ability to work well with others
• Ability to proactively identify what needs to be accomplished and act
• Ability to work both independently and on a team
• Strong attention to detail, accuracy, and reliability with the ability to thrive in a fast-paced environment
• Committed to professional growth and development, independent learner that seeks knowledge

Benefits