Associate Financial Representative (AFR)

Location 1201 Edwards Mill Road,Raleigh, NC, 27607,United States 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. Specific responsibilities may include but are not be limited to: Support Handle case notes, process correspondence and maintain client case files. File new statements, account forms and other insurance-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, NMIS and fund families to supply or obtain information Prepare/print letters of instruction for client signature Send client birthday cards and schedule birthday/age change appointments for representative Generate lead letters and implement marketing programs Client Service Support 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 and account values for non-securities related accounts Process incoming non-securities related insurance service requests from clients (address changes, bank change information, loan requests and ISA service inquiries) Gather information for registered representative’s meeting with clients/prospects (prospectuses, annual reports, Morningstar reports) and enter data into planning software (non-asset allocation components only) Prepare account summaries for variable and securities owners Monitor Items for Attention (IFA) and bring any action items to the FR’s attention Complete order tickets and new account forms based on information obtained by FR Qualifications Health and Life licensed or gain licensing within 6 months of employment Financial Service or Insurance industry experience preferred 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 Ability to proactively identify what needs to be accomplished and take action as appropriate 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 #J-18808-Ljbffr GOEBEL FIXTURE COMPANY