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Northwestern Mutual · 2 months ago

Licensed Financial Advisor Assistant

Lafayette, LA

Full-time

Onsite

New Grad, Entry Level

Northwestern Mutual is seeking an Associate Financial Representative (AFR) to support day-to-day business operations, ensuring efficient and organized office management. The role involves client service, compliance monitoring, and handling paperwork related to insurance and investment accounts.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management

H1B Sponsor Likely

Responsibilities

Help handling case notes, maintaining client case files, and filing new statements, account forms and other insurance and investment related materials

Ensuring investment and insurance compliance requirements are implemented and followed

Preparing and processing all paperwork needed for insurance applications and new investment/advisory accounts

Monitoring insurance applications while in underwriting and expedite any additional underwriting requirements

Review insurance applications, conversions and policy changes for completeness and accuracy

Contact and advise clients regarding late payments and other non-securities sales and service related issues

Receiving and forwarding checks and related paperwork to insurance or investment operations area

Corresponding with clients and home office for all insurance and investment services issues

Qualification

Active LifeHealth Insurance licenseSeries 6Series 7 licenseFinancial Service experienceAdministrative support experienceCustomer service experienceEffective communication skillsAttention to detailProject management skillsTeamworkConfidentiality

Required

Active Life and Health Insurance licensed

Preferred

Series 6 or Series 7 license

Financial Service or Insurance industry experience

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

Ability to proactively identify what needs to be accomplished and take action as appropriate

Demonstrated ability to maintain effective working relationships with clients

Excellent oral and written communication skills

Strong attention to detail with the ability to work with a high degree of accuracy

Ability to manage multiple diverse projects and assignments in a timely manner

Able to work both independently and on a team

Ability to maintain confidentiality

Company

Northwestern Mutual

Glassdoor3.9

Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments.

Founded in 1857

Milwaukee, Wisconsin, USA

5001-10000 employees

https://www.northwesternmutual.com

H1B Sponsorship

Northwestern Mutual has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2020 (1)