top of page

New Business Analyst

Shelton, CT, USA

Job Type

Full-Time

Workspace

Hybrid

About this role

A New Business Analyst provides support to Financial Services Representatives in analyzing, clarifying, and submitting new client applications. A New Business Analyst on the Investments Team is directly responsible for processing new business and/or service work on existing accounts as quickly as possible. The New Business Analyst will be responsible for investment business related to annuity submissions, or MMLIS brokerage/advisory securities business.
The ultimate responsibility is to assist the Financial Service Representatives while prioritizing client interest.

Requirements

Duties and responsibilities

  

  • Quality check new business applications before submitting them to be processed

  • Process new business applications in an organized and timely manner

  • Log checks in a compliant manner to ensure all incoming and outgoing payments are documented

  • Advise Financial Services Representatives on how to properly execute transactions and submit new business applications

  • Assist Financial Services Representatives with escalations related to new business transactions

  • Collect metrics for Barnum’s profit from Investment Business (Annuities and/or MMLIS

  • Brokerage and Advisory Business)

  • Collect metrics on NIGO (Not In Good Order) applications

  • Act as a liaison between Financial Service Representatives and the home office

  • Handle any escalations from FSR’s regarding their submissionsInvestigate NIGO Applications and resolve accordingly  Research and resolve errors on the part of the home office or vendor on behalf of the FSR

  • Act as a leader for Jr. New Business Analysts

  • Train Employees and Agents on Operational Processes

  • Create and present training materials on new business processes and industry/firm

  • changes.

  • Track new business through its life cycle and investigate issues, concerns and delays

  • Leverage teammates and be able to manage time during high case loads or unforeseen circumstances

  • Understand the financial/strategic goals of the firm and how to help the firm reach

  • those goals

  •  

 

Qualifications include:

  • 2+ years of professional experience, financial services industry preferred

  • Strong analytical and organizational skills

  • Easily adaptable to changes in processes and priorities

  • Strong multi-tasker with a high level of accountability

  • Customer service-oriented and professional

  • Fast learner, reasonable level of common sense

 

CRN202801-8007532

Barnum Logo White with Orange Triangle
  • LinkedIn
  • Facebook
  • Instagram
  • Youtube

Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. www.SIPC.org.

 

6 Corporate Drive, Shelton, CT 06484. Tel: 203-513-6000   CRN202706-6761737

1. As of 10/23/2024

2. As of 1/02/2025, our firm’s total Assets Under Management (AUM) were $10,866000,000 and our total Assets Under Administration (AUA) were $32,275,000,000 AUM reflects the market value of all investments our investment adviser representatives manage through MML Investors Services, LLC managed account programs. AUA reflects the market value of non-advisory investment programs and accounts offered through our registered representatives of MML Investors Services, LLC, in its capacity as a broker/dealer, as well as the annuity contract values, and life insurance cash values of insurance products sold or serviced by insurance agents/brokers associated with our firm. This value will fluctuate based on changes in market conditions, inflows and outflows of client monies, and other factors, and does not reflect the impact of fees, expenses, or taxes that may apply to the purchase, redemption, or transfer of underlying investments, accounts, contracts, or policies. MML Investors Services, LLC is a registered investment adviser and broker/dealer, Member SIPC. Annuity and Life Insurance values may be associated with various insurance carriers.

2. As of 7/3/2023

bottom of page