Associate Financial Representative (AFR)

Client Experience & Insurance Operations Specialist

About Our Practice

Dan Devine, CFP®, is a Financial Advisor affiliated with Northwestern Mutual. Our practice helps individuals, families, and business owners make thoughtful financial decisions and build long-term financial security. We believe financial planning is about more than investments and insurance. It is about helping people align their resources with what matters most to them and creating confidence through life’s transitions. This position reports directly to Dan Devine, CFP®.

Position Overview

The Client Experience & Insurance Operations Specialist is responsible for helping create exceptional client experiences while managing insurance operations, client follow-up, review scheduling, and practice workflows. This is not a commissioned sales position. Success in this role comes through client service, relationship management, operational excellence, and helping create an exceptional client experience.

What Success Looks Like

A successful team member:

• Keeps client reviews and follow-up activity moving forward consistently.
• Helps maintain a full and productive advisor calendar.
• Creates positive client interactions that make people feel welcomed, valued, and cared for.
• Owns insurance applications, underwriting, and servicing workflows from start to finish.
• Communicates proactively and follows through with minimal supervision.
• Identifies issues before they become problems.
• Creates capacity for the advisor to spend more time meeting with clients and less time managing administrative tasks.

 

Primary Responsibilities

Client Experience & Relationship Management

• Schedule client reviews and follow-up appointments
• Conduct client outreach and review scheduling calls
• Complete reminder calls and confirmations
• Creates a welcoming client experience

Insurance Operations

• Coordinate life insurance applications through placement
• Facilitate underwriting requirements and follow-up
• Communicate regarding forms and outstanding requirements
• Review applications and service requests for completeness
• Manage policy servicing needs

Practice Operations

• Maintain CRM records
• Track outstanding tasks and follow-ups
• Assist with meeting preparation
• Maintain workflow organization
• Escalate items requiring advisor attention

Projects and Process Improvement

• Website updates
• Client communications
• Event coordination
• Marketing support

 

 

Qualifications

Required:

• Strong interpersonal and communication skills
• Professional phone presence
• High attention to detail
• Strong organizational skills
• Ability to work independently and take ownership

Preferred:

• Customer service, banking, insurance, financial services, healthcare administration, education, or office administration experience
• CRM experience
• Life & Health license or willingness to obtain within 90 days

Who Thrives in This Role?

• Former banker, office manager, executive assistant, educator, insurance professional, or similar background

• Enjoys helping people and building relationships

• Strong phone presence and communication skills

• Highly organized with attention to detail

• Values flexibility, stability, and meaningful work

• Comfortable or enjoys working independently and taking ownership

 

Compensation & Benefits

• Full-time position with flexible work environment
• Competitive compensation based on experience and qualifications
• Expected salary range: $50,000-$65,000
• Licensing support and professional development opportunities
• PTO and holiday benefits
• Opportunity to play an important role in a growing financial planning practice

 

To Apply

Submit resume and brief cover letter to Dan Devine, CFP® at dan.devine@nm.com