Associate Financial Representative Position Available In Tompkins, New York

Associate Financial Representative amber.love@nm.com Groton, NY 13073 About the Company The Associate Financial Representative (AFR) specializes in client service and supporting the financial representative as he focuses on building the 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. About the Role Specific responsibilities may include but are not be limited to: Responsibilities Financial Planning Preparation Input data, gather information at the direction of the financial advisor Modeling Financial Scenarios Ensuring for accuracy Review financial plans with Advisor/Client Complete tasks 48 hours prior to client/prospect meeting Preparing investment proposals Executing trades and ensuring for accuracy Managing all financial planning client follow-up and correspondence File new statements, account forms and other insurance/investment-related materials Preparing insurance proposals Contact clients to set up follow-up meetings with advisor Contact clients to confirm receipt of forms or request return of completed form and maintain current client information Communicate with home office, NMIS and fund families to supply or obtain information Prepare/print letters of instruction for client signature Maintain check logs 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 Advisor’s meeting with clients/prospects (prospectuses, annual reports, Morningstar reports) and enter data into planning software (non-asset allocation components only) Prepare account summaries for variable and securities owners Print and distribute NMIS related forms to existing clients Review NMIS forms for completeness and return to Advisor if missing information Monitor Items for Attention (IFA) and bring any action items to the Advisor’s attention Complete order tickets and new account forms based on information obtained by Advisor At Advisor’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 Provide account values and performance to clients at the direction of Advisor Qualifications Health and Life licensed or gain licensing within 6 months of employment Financial Service or Insurance industry experience preferred Associate Agent Contract required Experience in administrative support or customer service, preferably in the financial services and/or insurance industry 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 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

Job Type:

Full-time Pay:

$50,000.00 – $70,000.00 per year

Compensation Package:

Bonus opportunities

Work Location:

In person