Associate Financial Representative

Northwestern Mutual-chicagoland

Associate Financial Representative (AFR-NR)

Are you looking for an opportunity to take your career to new heights with a rapidly expanding financial firm? Join NM-Chicagoland, part of a company named among the most admired in the world by Fortune and one of the best places to work by the Chicago Tribune. At NM-Chicagoland, our success depends on our ability to provide the highest level of support and solutions to our advisors and in turn, to our clients. The position will play an integral role in supporting our financial advisors throughout the sales process and in building their businesses. This role will help create time efficiencies that allow our advisors to focus on additional revenue generating activities.

Pay, benefits and more.

We are eager to attract the best, so we offer competitive compensation and a generous benefits package, including full health insurance (medical, dental and vision), retirement packages, and disability. $45,000 - $60,000 base salary (depending on licenses, credentials, and experience). You can build your salary with continual professional development.

What you’ll do on a typical day:

• Oversee case notes, process correspondence, and maintain client case files
• Maintain financial representative’s calendar and reach out to schedule follow-up appointments
• Input data, run 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 forms and maintain current client information
• Communicate with home office, NMIS, and fund families to supply or obtain information
• Prepare policies for delivery
• 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
• Contact and advise clients regarding non-securities sales and service-related issues
• Process incoming non-securities related insurance service requests from clients

What you need to succeed at NM-Chicagoland:

At a minimum, you’ll need to be:

• Committed to professional development (obtaining IL Life & Health Insurance License and SIE investment licensing)
• Obsessed with details, organization, and order
• Trustworthy, committed to confidentiality, and show unparalleled integrity

We are proud to be an Equal Opportunity/Affirmative Action employer. Qualified applicants will receive consideration for employment without regard to race, sex, disability, veteran or other protected status.

Job Types: Part-time, Full-time

Pay: $45,000.00 - $60,000.00 per year

Work setting:

• In-person

Work Location: In person

Salary : $45,000 - $60,000