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Associate Financial Representative
at Northwestern Mutual Florida in Florida (Published at 13-04-2022)
Job Description:
The Associate for is required to be disciplined in the execution of all recommendations for clients as they move through the planning process with the advisor. They are responsible for helping to maintain client relationships by providing a high level of customer service to enhance the overall client experience. The Associate is innovative, flexible and solutions-oriented throughout their interactions internally and externally, and able to thrive, adapt and move things into order. The Associate is the right hand for the advisor with calendar and email management.
Specific responsibilities include but are not limited to:
Performance Skills:
? Ability to create and maintain systems for high volume of work, and stay organized in a fast-paced environment
? Strong customer focus, excellent social skills, and is team oriented
? Strong communication skills, attention to detail and consistent follow through
? Punctual, and brings a positive mindset and upbeat energy into the office
? Ability to multi-task, prioritize, and work efficiently
Operations:
? Oversee and ensure accurate execution of all insurance related business
? Pre-fill insurance and investment applications
? Proactively communicate with SET and Investment Ops team to ensure accuracy and preparedness
? Proactive communication with the client throughout the implementation process
? Tracking of production through each stage of execution
? Manage joint work requests
Client Service and Administrative Management:
? Manage client correspondence, notes, and files
? Handle complex client service issues and process incoming client service requests
? Ensure advisor is prepared for every meeting
? Coordinate and prepare for weekly team meetings
? Manage internal communication and oversee team workflow
? Manage team?s use of technology across all systems
? Help to create the desired culture and environment for the team and clients as guided by the team?s core Values
? Manages email and calendar for Advisor
? Publishes weekly compliant social media marketing
Minimum Requirements:
? Bachelor?s degree
? Financial services and/or client service experience preferred
? Life & Health insurance license required. Investment licenses are a bonus
Job Type: Part-time
Pay: $20.00 - $22.00 per hour
Physical Setting:
- Office
Schedule:
- Day shift
- Monday to Friday
Ability to commute/relocate:
- Jacksonville, FL 32202: Reliably commute or planning to relocate before starting work (Preferred)
Education:
- Bachelor's (Required)
Experience:
- Financial Advisory Occupations: 1 year (Preferred)
- Financial concepts: 1 year (Preferred)
License/Certification:
- Life Insurance License (Preferred)
Work Location: One location
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