Note: The job is a remote job and is open to candidates in USA. Northwestern Mutual is a financial services company offering insurance and financial planning solutions. The Planning & Insurance Analyst guides financial and insurance planning processes, prepares client meeting materials, supports advisors and senior associates, researches products and strategies, and contributes to planning assumption reviews.
Responsibilities
- Implement firm’s financial planning process including assumptions, templates, concept pages, and alternate scenarios
- Implement firm’s insurance planning process by generating illustrations, creating recommendations, and updating existing recommendations
- Support advisors in providing illustrations, examples, and research needed to answer questions about existing insurance policies
- Prepare advisors for close meetings by explaining integrated planning observations, insurance analysis, etc., as needed and serving as a resource prior to meetings
- Maintain knowledge of all Northwestern Mutual insurance products including life, disability, long-term care insurance, and annuities
- Support senior associates in creating new insurance sales ideas and assisting with complex insurance case design
- Assist with written briefs on all client-relevant planning ideas on the suite of services document and other ideas as needed
- Assist with detailed Social Security analysis for new and existing A+ clients in the retirement income phase
- Prepare senior associates for occasional client meetings and provide advisors with client-ready emails as needed
- Assist senior associates with collaboration with the Home Office’s Advanced Planning Team and Product Development Team on a regular basis
- Research strategies and competitive products as needed
- Support the Director of P&I in reviewing Financial Planning Assumptions with the firm on a semi-annual basis and outlining any proposed changes in the form of a presentation
Skills
- Minimum of 2 years of relevant experience working in a financial planning or planning-related firm
- Currently enrolled in CFP courses, plans to attain CFP within 3 years, or has obtained the CFP credential
- Strong self-starter who willingly takes initiative and accepts responsibility
- Ability to analyze complex data and information and summarize findings in a concise manner
- Strong organizational skills and utmost attention to detail
- Ability to think critically and solve problems
- Strong track record of effectively leading and/or working with cross-functional teams, driving meaningful change, and developing others
- Bachelor's degree preferred
- Proficiency in Microsoft Office applications
- Expert Excel skills are a plus
Benefits
- This can be a fully remote position but would require working EST hours.
Company Overview
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