Associate Analyst

About the role

Our Customer is an American financial services mutual organization based in Milwaukee. The financial security company provides consultation on wealth and asset income protection, education planning, retirement planning, investment advisory services, financial planning trust and private client services, estate planning and business planning. Its products include life insurance, permanent life insurance, disability income, and long-term care insurance; annuities; investments; and investment advisory products and services. Our customer is looking for an Associate Analyst on a contract basis to help support their ongoing business needs. This role is 100% remote.

The Field Financing team is responsible for the back-office administration of Managing Partner and Managing Director loans, various allowance programs, and other special financing programs and reporting in support the field force. This team partners with internal stakeholders across the Field function and the enterprise, as well as field CFOs, bookkeepers, field leaders, and Financial Representatives. Administers the team’s frontline production responsibilities with a keen focus on timel