OVERALL FUNCTION

The financial representative assistant specializes in client service to ensure the maintenance of an efficient, organized office that allows the representative to focus his/her energy on building client relationships. The assistant is a liaison between the home office, financial representative, network office support team and clients. Specific responsibilities may include but are not be limited to:

SUPPORT

· Handle case notes, process correspondence and maintain client case files

· File new statements, account forms and other insurance/investment-related materials

· Maintain financial representative’s calendar and schedule follow-up appointment

· Answer telephone calls and direct them as appropriate

· Process client/prospect reservations for marketing events such as seminars and assist in preparation of seminar materials and event mailings

· Maintain supplies of current insurance/investment-related marketing materials

· 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

· Contact clients to confirm receipt of forms or request return of completed forms

· Maintain current client information for all product lines

· Monitor Daily Status Report (DSR) and expedite any additional underwriting requirements

· Communicate with home office, NMIS and fund families as needed to supply or obtain information

· Prepare/print letters of instruction for client signature

· Prepare policies for delivery

· Maintain check logs

· Send client birthday cards and schedule birthday/age change appointments for representative

· Generate lead letters and implement marketing programs

Client Service Support | Non-Securities PRODUCTS

(Non-securities refers to Northwestern Mutual portfolio, fixed or non-variable insurance/products)

· Review insurance applications, conversions and policy changes for completeness and accuracy and return to representative for any missing information

· Arrange medical, paramedical and any exams necessary for underwriting

· Provide current status and account values for non-securities related accounts

· Contact clients regarding late payments

· Process incoming non-securities related insurance service requests from clients (process address changes, bank change information, loan requests and ISA service inquiries)

· Prepare account summaries for variable and securities owners

Client Service Support | Variable Insurance/Annuity and Investments

· Gather information for financial representative’s meetings with clients/prospects (prospectuses, annual reports, Morningstar reports).

· Enter investment data into planning software (non-asset allocation components only) and distribute NMIS related forms to existing clients

· Review variable insurance/annuity applications, conversions and policy changes for completeness and accuracy and return to registered representative (RR) if missing information

· Review NMIS forms for completeness and return to RR if missing information

· Arrange medical, paramedical and any exams necessary for underwriting

· Monitor Items for Attention (IFA) and bring any action items to the RR’s attention

· Complete order tickets and new account forms based on information obtained by RR

· Identify need for switch letters and discuss with RR

· At RR’s direction, initiate fund/NMIS transfers, exchanges and redemption requests

· Receive and forward checks and related paperwork to the network office and home office investment operation areas

· Work with network office, NMIS and fund families to resolve client account issues

· Provide account values and performance to clients at the direction of RR

Qualifications

· Experience in administrative support or customer service, preferably in the financial services and/or insurance industry

· Health and life licensed or gain licensing within 6 months of employment

· 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 work in a fast-paced environment

· Ability to work both independently and on a team

· Ability to maintain confidentiality

· Continue insurance education through schools, academies, licenses, registrations and designations

Job Type: Full-time

Pay: $40,000.00 - $45,000.00 per year

Benefits:

• 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:

• Orlando, FL 32801: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Financial concepts: 1 year (Preferred)

Work Location: In person

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