Associate Financial Representative

Associate Financial Representative Northwestern Mutual - West Los Angeles Ontario, CA Job Details Full-time $55,000 - $65,000 a year 23 hours ago Benefits Health insurance Dental insurance Paid time off Vision insurance 401(k) matching Qualifications Life Insurance License Customer communication Customer service Bachelor's degree Attention to detail Accident & Health Insurance License FINRA License Financial services Life & Health Insurance License Full Job Description Associate Financial Representative

DESCRIPTION

Northwestern Mutual is a Fortune 100 Company with expertise in helping clients achieve financial security. As the organization continues to be one of the fastest growing offices within the enterprise, we are seeking a motivated Associate Financial Representative to join the team. Associate will support the Financial Advisor and specializes in client service and processing of insurance products. The Associate maintains an efficient, organized, and compliant office and serves as liaison between the home office, financial advisor, and clients. The ideal candidate will have superb organization, exceptional attention to detail, and high ownership of responsibilities. This is a deadline-driven role in an organization with high growth trajectory - a great opportunity for those who value broad responsibilities and seek opportunities for professional growth.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Insurance Support Assist Advisor by managing and overseeing the flow of business throughout the sale cycle Review insurance applications, conversions, and policy changes for completeness and accuracy Manage the medical examination process and expedite outstanding underwriting requirements Monitor Daily Status Report; expedite any additional underwriting requirements Prepare/print letters of instruction for client signature; prepare policies for delivery Run insurance illustrations and in-force ledgers Enter and maintain client and policy data in CRM; documenting case notes, and proactively follow upon pipeline of pending new business Client Service and Administrative Duties Contact clients and process service requests: late payments, address changes, bank change information, loan requests and ISA service inquiries Perform clerical/administrative activities i.e. filing documentation to case files, photocopying documents, reports, and tracking Calendar management, confirming and scheduling client meetings Additional projects, as requested by Financial Advisor

QUALIFICATIONS

Bachelor's degree preferred 2-5 years of professional experience, preferably in the insurance industry Proficient knowledge of MS applications (Excel, Word, and Outlook) Excellent interpersonal, written and oral communication skills High sense of urgency and ability to meet deadlines Highly developed degree of personal organization and ability to multi-task California Life and Health insurance license preferred, or willingness to acquire

Job Type:

Full-time Pay:

$55,000.00 - $65,000.00 per year

Benefits:

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

Compensation Package:

Bonus opportunities

Experience:

Customer Service:

1 year (Required)

Financial Services:

2 years (Preferred)

License/Certification:

Life, Accident, and Health Insurance license (Required) FINRA Series 6 (Preferred) FINRA Series 63 or 66 (Preferred) Ability to

Commute:

Ontario, CA 91764 (Required) Ability to

Relocate:

Ontario, CA 91764: Relocate before starting work (Required)

Work Location:

In person