Associate Financial Representative

This position is for a Financial Planning team run by Reid Matsushima.

We are associated with Northwestern Mutual.

https://www.northwesternmutual.com/financial/advisor/reid-matsushima/about-reid

Job Summary

This is a full-time ON-SITE Associate Financial Representative (AFR) role located in Honolulu, HI. We are seeking a highly organized and detail-oriented individual to support our financial planning team. This role requires an individual with a strong ability to handle multiple priorities, including insurance processing duties critical to the smooth operation of our risk business.

If you are not currently in Hawaii but willing to move (we will not pay for relocation), please identify this with our team. Otherwise, your application may be ignored.

Key Responsibilities

- Calendar management with our Scheduling Coordinator

- Organizing ravel arrangements

- Coordinate team meetings and agendas

- Handle physical mailings and mass Outlook email lists

- Create or find quotes on life, disability, long term care, and annuity policies

- Input insurance applications and handle necessary documentation.

- Assist in underwriting and application processing.

- Maintain records of insurance policies, claims, and related documents.

- File management and organization

- CRM & Client management

- Edit and input case notes

- Complete and/or assist with projects as assigned by the Operations Manager

Confidentiality

Handle sensitive information with confidentiality and discretion. A background check (including fingerprinting for securities) will be required.

We are looking for the following Skills

- Proficiency in Microsoft Office Suite

- Proficiency in OneDrive, CRM systems, and

- Organizational skills and consistent attention to detail

- Clear, straightforward communicator in both verbal and written formats

- Ability to multitask and manage tasks effectively with changing priorities

- Can “Manage Up” and communicate needs clearly

- Prefers not to be micromanaged and loves to take charge of tasks

- Proactive, “Batteries Included” personality

- Strong use of judgment, problem solving, and analytical skills

- Life & Health Licensed (or obtain licensing within 6mo of job start)

Preferred Qualifications

Education: Bachelor’s degree in Business Administration or related field

Experience: Insurance or Financial experience is NOT REQUIRED.

Administrative or office experience is preferred (the more experience, the more we can pay!)

Pay Range

$48,000 - $60,000 depending on experience

Bonus Structure may be negotiated and would be based on quarterly targets

Benefits

- Sick time provided after 30 days

- Health, dental, vision, life, and disability insurance after 90 days

- Partial remote work may be negotiated after 6 month initial training period.

- Holiday pay & Vacation accrual available after 6 months

- 401(k) with safe harbor matching contributions after 1 year

- 100% Employer-Paid licensing, professional development, and education assistance.

Interested candidates are encouraged to send a resume to our Operations Manager at Sign in to view email with the subject line "AFR Application – [Your Name]". Candidates who contact us directly will have priority in scheduling interviews.

Reid Matsushima & Northwestern Mutual are equal opportunity employers. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Company Description

Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years through personalized insurance and investment solutions. With assets totaling $265.0 billion and over $1.8 trillion in life insurance protection, Northwestern Mutual serves more than 4.5 million clients across the nation. The company values diversity, growth, and a digital-first approach to financial services.