Associate Financial Representative

Job Title: Associate Financial Representative

Firm Description: Join a successful financial services team associated with a Fortune 500 company that has been providing financial security for over 150 years. Our practice offers a team-oriented environment with flexibility and opportunities for professional growth.

Position Overview:

We are seeking a detail-oriented, initiative-driven individual with a passion for the financial services industry and a desire for professional growth. The ideal candidate should be comfortable making phone calls and interacting with clients regularly. The Associate Financial Representative will play a vital role in maintaining client service and support, allowing our financial representatives to focus on building strong client relationships.

Key Responsibilities:

Client Interaction:

• Proactively contact clients and prospects to set up appointments and follow-up meetings.
• Confirm receipt of forms and request the return of completed documents.
• Consult with clients regarding changes to non-securities related products.
• Advise clients on late payments and other service-related issues.

Administrative Support:

• Handle case notes, process correspondence, and maintain client case files.
• Input data for client meetings and print proposals as directed.
• Maintain financial representative’s calendar and schedule appointments.
• Gather information and prepare materials for client/prospect meetings.

Sales and Service Support:

• Participate in sales activities for non-securities products and actively engage in conservation efforts.
• Meet with clients to complete insurance-related applications.
• Execute cross-selling plans for non-securities products.

Operational Duties:

• Arrange medical, paramedical, and other exams necessary for underwriting.
• Process incoming service requests such as address changes, bank information updates, and loan requests.
• Monitor status reports and expedite underwriting requirements.

Qualifications:

• Life and Health insurance licensing (2-15) or willingness to gain licensing within 2 months of employment.
• Previous experience in the financial services or insurance industry preferred.
• Strong oral and written communication skills.
• Familiarity with Microsoft applications and data entry software.
• Demonstrated organizational and time management skills with the ability to multitask and meet deadlines.
• Ability to work independently and as part of a team.
• Strong attention to detail and accuracy.
• Willingness to learn and adapt to a fast-paced environment.

Application Process:

Interested candidates should submit their resume and cover letter highlighting their relevant experience and interest in the position. We look forward to adding a dedicated professional to our team who is eager to contribute to our mission of delivering financial security to our clients.