Role:

The Business Operations Support Analyst’s role is to provide support to Financial Representatives to deliver financial security to their clients through a comprehensive planning process that integrates risk and investment products. Analysts financial representatives work with Associates & the Director of Operations to increase advisor productivity by providing planning and integrated operations support.

Responsibilities:

The responsibilities of the BOS Analyst include but are not limited to:

·        Promote, utilize, and reinforce a planning culture aligned to Northwestern Mutual’ s planning philosophy and best practices

·        Conduct office hour appointments (both by appointment and proactively) as needed on effective utilization of the department, process related questions, other

·        Set and adhere to standards such as services offered, pricing, turnaround times and quality

·        Complete internal projects as needed and promote a team-player attitude 

·        Assists with new business insurance and/or investment applications and follow-through while following up with clients, advisors and home office on requirements needed

·        Case preparation to include Plans, Illustrations, and Client Review Kits

·        Assist with creating and maintaining compliant files via Docket

·        Participate and lead Planning Academy, New Rep Onboarding & PA Reconnect trainings as needed

·        Assist with training new BOS team members and staff training program attendees

·        Collaborate with advisors and leaders on business management and areas of strength/improvement for advisors assigned to your group

Results:

·        Milestone Advisor Achievements (Contests, MAPP/Pacesetter, Personal Goals)

·        New Client Acquisition

·        Increase in PX planning ratios 60% across U5 & O5