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Business Operations Analyst

Northwestern Mutual

Northwestern Mutual

IT, Sales & Business Development, Operations
Boston, MA, USA
Posted on Friday, September 15, 2023


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.



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


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

·        New Client Acquisition

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