• Associate Financial Representative

    Posted: 10/20/2020

    The Associate Financial Representative specializes in client service to ensure the maintenance of an efficient, organized office, supports the financial advisors / wealth management advisors, and handles marketing initiatives for the firm. Specific responsibilities may include but are not be limited to:

    • Serve as first point of contact for clients, answer calls and inquiries, direct them as appropriate
    • Maintain advisor calendars and schedule follow-up appointment
    • Maintain inventory and order general office supplies and marketing collateral as needed
    • Answer basic policy owner/policy benefit questions
    • Act as administrative support for the firm as needed
    • Implement marketing programs and initiatives
    • Complete and/or assist with special projects
    • Handle case notes, process correspondence and maintain client case files
    • File statements, account forms and other insurance/investment-related materials
    • Input data, gather information, prepare materials for advisor meetings with clients/prospects
    • Contact clients to set up follow-up meetings with advisors, confirm receipt of forms or request return of completed forms, etc.
    • Maintain current client information in the CRM
    • Communicate with corporate office, other parties and fund families as needed to supply or obtain information
    • Review insurance applications, conversions and policy changes for completeness and accuracy and coordinate completion
    • Arrange medical, paramedical and any exams necessary for underwriting
    • Process incoming insurance service requests from clients (process address changes, bank change information, loan requests and service inquiries)
    • Bachelor’s degree
    • Experience in the financial services and/or insurance industry preferred
    • Health and life licensed or gain licensing within 6 months of employment
    • Some marketing experience a plus
    • Strong computer skills including Microsoft Office Suite
    • Strong customer service experience
    • Ability to maintain confidentiality
    • Ability to handle detailed work with high degree of accuracy
    • Excellent interpersonal skills
    • High level of organizational skills
    • Excellent written and oral communication skills
    • Ability to solve problems, take independent action and make sound decisions
    • Demonstrated organizational and time management skills and ability to multitask, set priorities and meet deadlines
    • Ability to work in a fast-paced environment, be flexible and open-minded
    • Ability to work effectively with people at all levels