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:
- CRM (Customer Relationship Management) Administration
- Enter new leads into CRM software and Excel CRM List
- Obtain contact numbers for leads from online databases
- Ensure CRM data is updated / current for dates of birth, address, etc
- Ensure all meetings are tagged for CRM
- Client Communication and Coordination
- Email clients to streamline communication
- Confirmation emails for appointments
- Discovery email after initial meeting
- Send client updates on application process
- Send client welcome email and website instructions.
- Draft Meeting Agenda based off of case notes
- Handle case notes, process correspondence and maintain client case files
- Meet or speak with clients to complete non-securities insurance related applications
- Liaise between home office and clients
- Contact and advise clients regarding late payments and other non-securities sales and service related
- Client appreciation touch points
- Generate lead letters and implement marketing programs
- Create connection / prospecting lists for meetings
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 and growing with the practice on a continuous basis
- Ability to embrace change and work in a fast-paced environment
- Ability to maintain confidentiality
Job Type: Full-time
Pay: $50,000.00 - $60,000.00 per year
Benefits:
- 401(k)
- Health insurance
- Paid time off
Schedule:
Work Location: In person