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Associate financial representative

Northwestern Mutual

This is a Full-time position in Los Angeles, CA posted September 6, 2019.

Associate Financial Representative DESCRIPTION: Northwestern Mutual Los Angeles 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 supports 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 up on 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