Find Your Next Job

Associate Financial Representative

Posted on March 12, 2025

  • Crown Point, United States of America
  • 45000.0 - 50000.0 USD (yearly)
  • Full Time

Associate Financial Representative

Tailor Your Resume for this Job


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


Tailor Your Resume for this Job


Share with Friends!

Similar Jobs


Geisinger Geisinger

Patient Access Medical Assistant - 65 Forward Wilkes-Barre

Job Summary Responsible and accountable for performing front line support to the clinic and direct …

Full Time | Wilkes-barre, United States of America

Apply 1 hour, 32 minutes ago

New York City Department of Health and Mental Hygiene New York City Department of Health and Mental Hygiene

Early Childhood Education Consultant, Bureau Of Childcare

DEPT OF HEALTH/MENTAL HYGIENE Posted On: 09/25/2025 Full-Time Location NYC-ALL BOROS Exam May Be Re…

Full Time | New york, United States of America

Apply 2 days, 1 hour ago

New York City Department of Health and Mental Hygiene New York City Department of Health and Mental Hygiene

Deputy Director, Nys Child Care Operations, Bureau Of Childcare

DEPT OF HEALTH/MENTAL HYGIENE Posted On: 09/25/2025 Full-Time Location MANHATTAN No Exam Required D…

Full Time | Manhattan, United States of America

Apply 2 days, 1 hour ago

RightCapital RightCapital

Sales Development Representative

RightCapital - Join one of Connecticut's Top Ten Tech Startups!RightCapital is an innovative financ…

Full Time | Shelton, United States of America

Apply 2 days, 1 hour ago

Trinity Health Trinity Health

Patient Registration Specialist Ft Nights

Employment Type: Full time Shift: Night Shift Description: At Saint Alphonsus Health System, we a…

Full Time | Nampa, United States of America

Apply 1 week, 4 days ago

Trinity Health Trinity Health

Patient Registration Specialist Pt Nights

Employment Type: Part time Shift: Night Shift Description: At Saint Alphonsus Health System, we a…

Part Time | Nampa, United States of America

Apply 1 week, 4 days ago

New York City Department of Transportation New York City Department of Transportation

Retirement Benefits Coordinator

DEPARTMENT OF TRANSPORTATION Posted On: 09/16/2025 Full-Time Location MANHATTAN Exam May Be Require…

Full Time | Manhattan, United States of America

Apply 1 week, 4 days ago

Mississippi Regional Housing Authority No. VII Mississippi Regional Housing Authority No. VII

Hcv Fss Coordinator

HCV FSS CoordinatorMISSISSIPPI REGIONAL HOUSING AUTHORITY 7McComb, MS 39648Urgently hiringJob detai…

Full Time | Mccomb, United States of America

Apply 1 week, 4 days ago