Job description

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.
• Maintain financial representative’s calendar and schedule follow-up appointments.
• Answer and direct telephone calls as appropriate
• Input data, print proposals and gather information at direction of financial representative in preparation for client/prospect meeting
• Contact clients to set up follow-up meetings with representative
• Communicate with home office, NMIS and fund families to supply or obtain information
• Prepare policies for delivery

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
• Meet with clients to complete non-securities insurance related applications
• Review insurance applications, conversions and policy changes for completeness and accuracy
• Arrange medical, paramedical and any exams necessary for underwriting
• Consult with clients on impact of changes to non-securities related products
• Process incoming non-securities related insurance service requests from clients (address changes, bank change information, loan requests and ISA service inquiries)

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)
• Enter investment data into planning software (non-asset allocation components only)
• Review NMIS forms for completeness and return to RR if missing information
• Complete order tickets and new account forms based on information obtained by RR
• At RR’s direction, initiate fund/NMIS transfers, exchanges and redemption requests
• Receive and forward checks and related paperwork to the network and home office investment operation areas
• Work with network office, NMIS and fund families to resolve client account issues

Qualifications

• Health and Life licensed or gain licensing within 6 months of employment
• Series 7 and series 63 licensed or gain licensing within 12 months of employment
• Experience in administrative support or customer service, preferably in the financial services and/or insurance industry
• Associate Agent Contract required
• 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 Types: Full-time, Part-time

Pay: $34,000.00 - $40,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Physical setting:

• Office

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus pay

Ability to commute/relocate:

• East Lansing, MI 48823: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Administrative/Customer Service: 1 year (Preferred)

Work Location: In person

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