2 Associate Financial Representative Jobs in Clayton, MO

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Associate Financial Representative

Northwestern Mutual

Clayton, MO | Full Time

$41k-50k (estimate)

2 Weeks Ago

Financial Representative Support

Northwestern Mutual

Clayton, MO | Full Time

$96k-114k (estimate)

6 Months Ago

Associate Financial Representative

$41k-50k (estimate)

Full Time 2 Weeks Ago

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Northwestern Mutual is Hiring an Associate Financial Representative Near Clayton, MO

Our mission is to guide clients and families through comprehensive financial planning to achieve their personal and financial goals. We secure financial well-being by providing tailored strategies aligned with our clients unique circumstances and goals. Our values include: trust, hard work, respect, and open communication.

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 advisors calendar 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, or collaborate with others to open/fund investment accounts and investment service requests such as funds disbursements, account transfers and trade correction requests

Process client service requests

Assemble targeted feedlists to provide marketing support for financial advisor

Minimum Job Requirements

Obtain Life and Health license within 90 days of employment

Financial service or insurance industry experience preferred

Security licenses preferably obtained within the first year

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

PTO holiday pay

Parking

Industry licensing and continuing education expenses

Personal and professional development opportunities

Opportunity to be a part of an inclusion driven environment with the ability to impact the community through our D&I counsel and affinity group offerings

Job Summary

JOB TYPE

Full Time

SALARY

$41k-50k (estimate)

POST DATE

06/13/2024

EXPIRATION DATE

08/12/2024

WEBSITE

elmaninsurance.com

HEADQUARTERS

San Jose, CA

SIZE

<25

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The following is the career advancement route for Associate Financial Representative positions, which can be used as a reference in future career path planning. As an Associate Financial Representative, it can be promoted into senior positions as a Sales Representative II - Licensed that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Associate Financial Representative. You can explore the career advancement for an Associate Financial Representative below and select your interested title to get hiring information.