Associate Financial Representative
On-site · Nashville, Tennessee, United States
Nashville, Tennessee, United StatesOn-siteFull TimeMid LevelLicense Or CertificationUnknown
Type
Full Time
Level
Mid Level
Education
License Or Certification
Company size
Unknown
Job Summary
Support client service and office operations as an AFR, handling case notes, processing forms, coordinating calendars, and facilitating underwriting and account transfers between network and home offices. Responsibilities include reviewing applications, arranging medical exams, contacting clients for follow-ups, maintaining client information, and ensuring accuracy and compliance.
Required Qualifications
- Health and Life licensed or gain licensing within 6 months of employment
- Investment licensed or gain licensing within 18 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
- Familiarity with CRM, NetX360, Envestnet, etc.
- 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 act 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
- Ability to maintain confidentiality
Apply with one swipe on Sorce. We auto-fill applications and apply on your behalf — no cover letters, no 40-minute forms.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.