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Associate Financial Representative
Posted on March 12, 2025
- Crown Point, United States of America
- 45000.0 - 50000.0 USD (yearly)
- Full Time

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Overall Function
The Associate Financial Representative (AFR) specializes in client service and supporting the financial representative as he/she focuses on building his/her 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. Specific responsibilities may include but are not be limited to:
Support
- Handle case notes, process correspondence and maintain client case files.
- File new statements, account forms and other insurance/investment-related materials
- Maintain financial representative’s calendar and schedule follow-up appointments.
- Answer and direct telephone calls as appropriate
- Process client/prospect reservations for marketing events such as seminars and assist in the preparation of seminar materials and event mailings
- Maintain supplies of current insurance/ investment-related marketing materials
- Input data, print proposals and gather information at direction of financial representative in preparation for client/prospect meeting
- Create and generate proposals from specific information provided by representative or advisorCreate and generate proposals from specific information provided by representative or advisor
- Contact clients to set up follow-up meetings with representative
- Prepare/print letters of instruction for client signature
- Schedule birthday/age change appointments for representative
- Generate lead letters and implement marketing programs
- Request missing documents and account statements
Client Service Support | Non-Securities Products
- Participate with the support of employing financial representative in various activities of the sales cycle for non-securities products
- Develop and execute cross-selling plans for non-securities products
- Contact clients, prospects and centers of influence for appointments and referrals to generate interest in non-securities related products
- Actively participate in conservation of existing non-securities business
- Consult with clients on impact of changes to non-securities related products
Client Service Support | Variable Insurance/Annuity and Investments
- Gather information for registered representative’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
- Provide account values and performance to clients at the direction of RR
Qualifications
- Health and Life licensed or gain licensing 90 days 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
Job Type: Full-time
Pay: $45,000.00 - $50,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Financial planning services
- Health insurance
- Life insurance
- Retirement plan
- Vision insurance
Compensation Package:
- Bonus opportunities
Work Location: In person
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