Apply on Employer Site

Northwestern Mutual · 2 months ago

Bilingual Associate Financial Representative Assistant to Financial Advisor- Lake Nona

Orlando, FL

Full-time

Onsite

Entry Level

$40K/yr - $50K/yr

1+ years exp

Northwestern Mutual is a financial services company specializing in client service and support for financial representatives. The Associate Financial Representative (AFR) will assist in maintaining client relationships and ensure an organized office environment while handling various administrative tasks.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management

H1B Sponsor Likely

Responsibilities

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 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 set up follow-up meetings with representative

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, Northwestern Mutual Investment Services and fund families to supply or obtain information

Prepare/print letters of instruction for client signature

Prepare policies for delivery

Maintain check logs

Schedule appointments

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

Arrange medical, paramedical and any exams necessary for underwriting

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

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

Consult with clients on impact of changes to non-securities related products

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

Qualification

HealthLife licensedBilingual SpanishBilingual EnglishFinancial Service experienceAdministrative support experienceMicrosoft applications proficiencyMultitaskCommunication skillsOrganizational skillsAttention to detailTeamwork ability

Required

Bilingual (Spanish and English) required

Health and Life licensed (FL 215) or gain licensing within 3 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 proactively identify what needs to be accomplished and take action as appropriate

Ability to embrace change and work in a fast-paced environment

Ability to work both independently and in a team

Ability to maintain confidentiality

Preferred

Financial Service or Insurance industry experience preferred

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

Financial concepts: 1 year (Preferred)

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)