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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

Associate Financial Representative

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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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