UBS Financial Services Insurance Products Business Analyst in Weehawken, New Jersey

Your role:

Are you passionate about the financial markets and delivering insurance solutions to help clients meet their financial planning goals? Are you an innovator who loves to solve problems? We are looking for someone to use their expertise to help us:

• Responsible for managing the General Agency (GA) relationships and generating the quarterly metrics for the GA/direct carrier and periodic ad hoc reporting for the field.

• Responsible for preparing the month end FA compensation adjustments

• Collaborate with the business on the rollout of new initiatives

• Maintain effective working relationships with the branches, Registered Principal Group, Legal, Risk and Compliance and Operations.

You will be working in the Insured Solutions Group in Weehawken, NJ and will be collaborating with the team to deliver best-in-class insurance solutions to the field, and growing the insurance business. The business analyst will work with the Wealth Management Desk, field, General Agencies and carriers to communicate the value of the insurance platform for client acquisition and net new money opportunities.

What we offer:

Together. That’s how we do things. We offer people around the world a supportive, challenging and diverse working environment. We value your passion and commitment, and reward your performance.

Keen to achieve the work-life agility that you desire? We're open to discussing how this could work for you (and us).

Take the next step:

Are you truly collaborative? Succeeding at UBS means respecting, understanding and trusting colleagues and clients. Challenging others and being challenged in return. Being passionate about what you do. Driving yourself forward, always wanting to do things the right way. Does that sound like you? Then you have the right stuff to join us. Apply now.

Disclaimer / Policy Statements:

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.

Your team:

UBS Financial Services is dedicated to providing Financial Advisors with access to the \"best-in-class\" insurance products and solutions from a wide array of insurance providers to help meet clients' protection and investment needs. Our goal is to provide clients and prospects looking for business or personal asset protection, retirement funding, estate planning, income replacement, business succession planning, executive benefits for key employees, long-term care funding, or supplemental income in the event of illness.

Your expertise:

You have:

• A college degree

• Proficiency in Microsoft office skills

• Sound knowledge and inherent interest in delivering insurance solutions (it’s your favorite topic of conversation)

• Minimum of two or more years insurance experience

• Series 7 and 63 or 66, and Life and Heath licenses

• Ability to handle a number of key initiatives, most importantly multi-task and be a

self -starter

Preferably you also have:

• LI- Recruiter

• LI-JP1

• LI-JL1

• LI-PRIORITY

You are:

• methodical, concise and accurate, with strong attention to detail

• able to assess new ideas, provide implementable solutions and see it through

• adaptable, with strong interpersonal skills

About us:

Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do. And we do it for private and institutional clients as well as corporations around the world.

We are about 60,000 employees in all major financial centers, in more than 50 countries. Do you want to be one of us?

Your colleagues:

Job Reference #: 179804BR

Business Divisions: Global Wealth Management

Title: Insurance Products Business Analyst

City: Weehawken

Job Type: Full Time

Country / State: United States - New Jersey

Function Category: Product Management and Development