COMPANY OVERVIEW
Northwestern Mutual is among the top financial services companies in the industry, helping clients achieve financial security for over 160 years. Northwestern Mutual Greater Tampa Bay (NMGTB) is the local company that attracts, trains, and develops financial advisor talent for five district offices. NMGTB is governed by five core values: Commitment to Excellence, Serve Passionately, Humble Confidence, Courage and Fun. Our mission is to empower our advisors and clients to reach their dreams.
We're strong and growing. In a company with such a long and storied history, this may be the most exciting and important time to be a part of Northwestern Mutual. We're strong, innovative, and growing.
We invest in our people. We provide opportunities for employees to grow themselves, their career and in turn, our business.
We are proud to be part of the great Northwestern Mutual company. Our focus is on doing right by our clients, employees, and community. Northwestern Mutual enjoys premiere national recognition including:
· Ranks 90 on the FORTUNE® 500 list
· One of the "World's Most Admired" life insurance companies (FORTUNE®, 2020)
· One of the Top 10 U.S. Independent Broker-Dealers (Investment News, 2019)
POSITION OVERVIEW
AFR
The AFR PRO plays an integral role on a Financial Advisor’s team by facilitating communication and appointments with clients, and preparing documentation related to the delivery of financial services. This role focuses on the day-to-day management of the Advisor’s practice to ensure maximum effectiveness, allowing the Advisor to focus energy on client relationships. This is an exciting opportunity for those looking for growth opportunities, as this role and accompanying responsibilities have the potential to evolve as the Advisor’s practice grows.
· Administrative task assistance, including making and confirming appointments, record-keeping, pre-filling insurance applications, and other arrangements as needed
· Deliver excellent client services by preparing timely and precise communications such as emails, reports, forms, and other correspondence
· Oversee social media and marketing for the advisor and manage other business development opportunities
· Create referral lists and maintain client referral log
· Utilize LinkedIn for sourcing candidates and client referrals
· Create and maintain compliant electronic client folders & add records into central data base.
· Assist in meeting preparation and proposal generation
· Create financial plans and illustrations, and prepare recommendation sheets for the advisor to present in client meetings
· Manage key client events and marketing related to holidays, birthdays and anniversaries
· Oversee underwriting process and ensure all stages of the insurance process are managed in a timely, detailed, and confidential manner.
o Collect outstanding documents including pay stubs, underwriting history, medical history, and medical records
o Schedule medical exams
o Prepare and submit appropriate applications and follow-up with underwriter
o Manage all client communication and client service pertaining to insurance
IDEAL CHARACTERISTICS
· Highly detailed-oriented with a customer service mindset
· Ability to multitask in a fast-paced environment
· Organized with a high degree of initiative, ownership, and follow-through
· High degree of helpfulness and willing to serve as a resource
· Excellent oral and written communication skills
· Demonstrated organizational and time management skills with ability to set priorities and meet deadlines
· Strong sense of professionalism and discretion required
REQUIRED QUALIFICATIONS
- Proficient in Microsoft Office programs and common web-based applications
- Florida 2-15 License (Health and Variable Annuities Agent) or the ability to obtain within 45 days
- Series 7, 63 & SIE (Need to obtain within first 60 months)
PREFERRED QUALIFICATIONS
- Bachelor’s Degree or student with high accolades
- Financial services and/or insurance industry experience – preferably in an advisor support role
- Customer service experience
BENEFITS
A full range of benefits including health insurance, short/long-term disability, option to participate in dental & vision plans, 401k, license/credential reimbursement, continuing education, and professional development opportunities
ADDITIONAL DETAILS
Employment Structure: Full-time
Location: 1511 N West Shore Blvd, Suite 800, Tampa, FL, 33607
As part of the Northwestern Mutual hiring process, verification of a candidate's background will be required, which includes Federal Bureau of Investigation fingerprint submission for review against nationwide fingerprint records.
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Professional development assistance
- Retirement plan
- Tuition reimbursement
- Vision insurance
Work Location: In person
