Associate Financial Representative

Salary :

$45,000 - 55,000 yearly

Company : Northwestern Mutual - Clayton

Job Type : Full Time

Chesterfield, Mo

Job Description - Associate Financial Representative

Location: Chesterfield, MO
Job Title: Associate Financial Representative
Type of Position: Full-time
FLSA Classification: Non-Exempt
Hours per week: 40
Working hours: TBD

Integrity – Fun – Education – Legacy – C.N.I. (Constant Never-Ending Improvement) - Freedom

Our goal is to deliver the financial peace of mind our clients seek for themselves, their families, and their employees. Working collaboratively, we create a tailored roadmap that helps turn our clients’ financial visions into reality, allowing them to enjoy the journey with greater confidence and comfort. Our team is built to be trusted guides to families today and generations to come.

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 – schedule 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 client service requests
Assemble targeted feedlists to provide marketing support for financial advisor

Minimum Job Requirements

2-7 years financial services or insurance industry experience preferred
Life & Health licensed (or obtained within 3 months of employment)
SIE, Series 6, and Series 63 licensed (or obtained within 9 months of employment)
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

Health, Vision, & Dental Insurance
Short-term Disability
SIMPLE IRA
PTO + holiday pay

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Associate Financial Representative

Job Description - Associate Financial Representative

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