Associate Financial Representative

At Stella Oak, we believe it’s vitally important our firm reflects the diverse communities in which we serve. As a proud LGBTQA+ supporter and community advocate, we are actively looking for talented individuals to join our team to support our growing list of diverse and discerning clients. Send us your resume and cover letter outlining why you think you are a good candidate for this role.

Associate Financial Representative


The Associate Financial Representative specializes in client service to ensure the maintenance of an efficient, organized office, supports the financial advisors / wealth management advisors, and handles marketing initiatives for the firm. Specific responsibilities may include but are not be limited to:


  • Serve as first point of contact for clients, answer calls and inquiries, direct them as appropriate
  • Maintain advisor calendars and schedule follow-up appointment
  • Maintain inventory and order general office supplies and marketing collateral as needed
  • Answer basic policy owner/policy benefit questions
  • Act as administrative support for the firm as needed
  • Implement marketing programs and initiatives
  • Complete and/or assist with special projects


  • Handle case notes, process correspondence and maintain client case files
  • File statements, account forms and other insurance/investment-related materials
  • Input data, gather information, prepare materials for advisor meetings with clients/prospects
  • Contact clients to set up follow-up meetings with advisors, confirm receipt of forms or request return of completed forms, etc.
  • Maintain current client information in the CRM
  • Communicate with corporate office, other parties and fund families as needed to supply or obtain information
  • Review insurance applications, conversions and policy changes for completeness and accuracy and coordinate completion
  • Arrange medical, paramedical and any exams necessary for underwriting
  • Process incoming insurance service requests from clients (process address changes, bank change information, loan requests and service inquiries)


  • Bachelor’s degree
  • Experience in the financial services and/or insurance industry preferred
  • Health and life licensed or gain licensing within 6 months of employment
  • Some marketing experience a plus
  • Strong computer skills including Microsoft Office Suite
  • Strong customer service experience
  • Ability to maintain confidentiality
  • Ability to handle detailed work with high degree of accuracy
  • Excellent interpersonal skills
  • High level of organizational skills
  • Excellent written and oral communication skills
  • Ability to solve problems, take independent action and make sound decisions
  • Demonstrated organizational and time management skills and ability to multitask, set priorities and meet deadlines
  • Ability to work in a fast-paced environment, be flexible and open-minded
  • Ability to work effectively with people at all levels