Executive Assistant, Bozeman

$48,000 - $55,000 yearly
  • Northwestern Mutual
  • Bozeman, MT, USA
  • Oct 06, 2021
Full time Finance

Job Description

Full Job Description


  • Bonuses
  • Work from home opportunities
  • Flexible Schedule
  • 401(k)
  • Health Insurance

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:


· Handle case notes, process correspondence and maintain client case files.

· File new statements, account forms and other insurance/investment-related materials

· Answer and direct telephone calls as appropriate

· 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

· Prepare/print letters of instruction for client signature

· Prepare policies for delivery

· Generate lead letters and implement marketing programs

Client Service Support | Non-Securities PRODUCTS

· Participate with the support of employing financial representative in various activities of the sales cycle for non-securities products

· Develop and execute cross-selling plans for non-securities products

  • Contact clients, prospects and centers of influence for appointments and referrals to generate interest in non-securities related products
  • Meet with clients to complete non-securities insurance related applications

· Initiate and perform sales of non-variable Additional Purchase Benefit (APB) and term conversions

  • Actively participate in conservation of existing non-securities business

· 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

· Contact and advise clients regarding late payments and other non-securities sales and service related issues

· Consult with clients on impact of changes to non-securities related products

· Process incoming non-securities related insurance service requests from clients (address changes, bank change information, loan requests and ISA service inquiries)


· Health and Life licensed or gain licensing within 6 months of employment

· Financial Service or Insurance industry experience preferred

· Associate Agent Contract required

· 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

· Ability to maintain confidentiality'
Work Location:

  • One location

Work Remotely

  • No

Job Types: Full-time, Part-time

Pay: $48,000.00 - $55,000.00 per year


  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Paid time off
  • Retirement plan
  • Vision insurance


  • Monday to Friday

Supplemental Pay:

  • Bonus pay

COVID-19 considerations:
All client contact will be limited as we primarily meet via Zoom and/or the phone. Where contact is required, masks and other precautions will be required as needed.

Ability to commute/relocate:

  • Bozeman, MT 59715: Reliably commute or planning to relocate before starting work (Required)


  • Associate (Required)


  • Life/Health License (Preferred)
  • Series 63 (Preferred)
  • Series 6 (Preferred)