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. Status

• Non-Exempt Duties/Responsibilities (INCLUDE, BUT

ARE NOT 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
• Process client/prospect reservations for marketing events such as seminars and assist in the 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 confirm receipt of forms or request return of completed form and maintain current client information
• Monitor Daily Status Report (DSR) and expedite any additional underwriting requirements
• Communicate with home office, NMIS and fund families to supply or obtain information
• Prepare policies for delivery
• Continuing Education (CE) required throughout employment 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
• Provide current status of non-securities related accounts
• Contact and advise clients regarding late payments and other non-securities sales and service related issues
• Process incoming non-securities related insurance service requests from clients (address changes, bank change information, loan requests and ISA service inquiries) Future growth opportunity | Variable Insurance/Annuity and Investments
• Gather information for registered representative's meeting with clients/prospects and enter data into planning software (non-asset allocation components only)
• Prepare account summaries for variable and securities owners
• Prepare NMIS related forms to existing clients
• Review various forms for completeness and accuracy
• Arrange medical, paramedical and any exams necessary for underwriting
• Monitor Items for Attention (IFA) and bring any action items to the RR's attention
• 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
• Provide account values and performance to clients at the direction of RR Qualifications
• Health and Life licensed or gain licensing within 6 months of employment
• Financial Service or Insurance industry experience preferred
• Associate Agent Contract required within 8 months of employment
• 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
• Ability to maintain confidentiality
• Ability to align skillset with the greater vision of the organization Schedule and work location
• In-Office, Monday thru Thursday (9:00 a.

m.- 3:00 p.m.)

PHYSICAL REQUIREMENTS

• Prolonged periods of sitting at a desk and working on a computer.

Equal opportunity The world's most talented professionals come from every background. Northwestern Mutual cultivates a diverse workforce and inclusive workplace to enhance the depth, innovation, and quality of the services we offer. Northwestern Mutual is an equal employment opportunity employer and provides equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. Northwestern Mutual will provide reasonable accommodations for qualified individuals with disabilities. All qualified candidates are encouraged to apply.

Job Type:

Full-time Pay:

$18.00 - $25.00 per hour

Benefits:

401(k) 401(k) matching Dental insurance Employee assistance program Flexible spending account Health insurance Life insurance Paid time off Retirement plan Vision insurance Ability to

Relocate:

Appleton, WI 54913: Relocate before starting work (Required)

Work Location:

In person