What are the responsibilities and job description for the Associate Financial Representative position at Northwestern Mutual-Chicago?
Associate Financial Representative Job Description
The Associate Financial Representative (“AFR”) supports the Financial Representative in all aspects of his practice selling and servicing life insurance, long-term disability insurance, long-term care insurance, and annuities.
Support functions include:
· Keeping client records up-to-date
· Keeping the rep’s calendar up-to-date
· Preparing presentations for meetings with clients and prospective clients
· Meeting with clients (via Zoom) to take insurance applications
· Guiding applications through the underwriting process
· Providing service to clients regarding their policies and billing accounts
Qualifications:
· Health and Life licensed or gain licensing within 3 months of employment
· Financial Service or Insurance industry experience preferred
· Familiarity with Microsoft applications and data entry/information retrieval software
· Strong attention to detail with the ability to work with a high degree of accuracy
· 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 - $60,000.00 per year
Benefits:
- Dental insurance
- Health insurance
Experience:
- Office: 5 years (Preferred)
- Administrative: 5 years (Preferred)
- Data management: 5 years (Preferred)
Ability to Commute:
- Chicago, IL 60606 (Required)
Work Location: Hybrid remote in Chicago, IL 60606
Salary : $45,000 - $60,000