ASSOCIATE FINANCIAL REPRESENTATIVE

Job Overview
The Associate Financial Advisor specializes in client service and supporting the financial advisor as they focus on their practice and client relationships. They are a critical component of the firm, tasked with helping onboard new clients, provide service of a superior quality that clients would never consider leaving, and teaming up with the advisor(s) to grow and optimize the business.

Specific responsibilities may include but are not limited to:

Responsibilities & Support

• Handle case notes, process correspondence, and maintain client case files.
• File statements, account forms, and other insurance/investment-related materials
• Maintain financial advisor’s calendar and schedule follow-up appointments.
• Answer and direct telephone calls, as appropriate
• 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 confirm receipt of forms or request return of completed form and maintain current client information
• Prepare/print letters of instruction for client signature
• Prepare policies for delivery
• Schedule and coordinate public appearances, speaking engagements, etc. for advisor(s)
• Develop and conduct marketing initiatives for the firm
• Assist firm in growth through preparation of contact lists, recruitment efforts, branding and marketing plans
• Collaborate with centralized support as needed

Skills

• Excellent oral and written communication skills
• Familiarity with Microsoft applications and data entry and information retrieval software
• Demonstrated organizational and time management skills, 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 on a continuous basis
• Ability to embrace change and work in a fast-paced environment
• Ability to work both independently and in a team
• Ability to maintain confidentiality

Qualifications

• Bachelor’s Degree preferred but not required
• Ability to obtain Wisconsin Life and Health Insurances licenses within 4 months of hire (reimbursement provided)
• Additional licensing/registration expected as part of growth of the position (investment registration, professional designations)
• Financial Service or Insurance industry experience preferred but not required
• Experience in administrative support or customer service

Job Type: Full-time

Pay: $20.00 - $25.00 per hour

Expected hours: 20 – 40 per week

Benefits:

• Flexible schedule
• Referral program
• Life, disability insurance benefits available
• Health insurance, dental, vision available
• Retirement plan available

Work Location: In person

Job Type: Full-time

Pay: $20.00 - $25.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Retirement plan
• Vision insurance

Ability to Relocate:

• Oshkosh, WI 54902: Relocate before starting work (Required)

Work Location: In person