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Posted : Wednesday, September 04, 2024 04:42 PM
Who We Are
NFP is a seven-time Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement.
We’re a recognized Elite Agency award winner and a leading property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor.
NFP provides solutions enabling client success through the expertise of over 8,000 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors and financial institutions.
To learn more, please visit: https://www.
NFP.
com.
Summary: This position will play an integral part in helping NFP and PartnersFinancial firms grow their business by identifying and implementing various estate, business, income planning, and retirement planning concepts and strategies in connection with the sales of life insurance.
This is not a new business sales role, but in this role, you will provide an overview of advanced sales concepts and planning techniques through webinars, marketing materials, and presentations.
This position reports to the Managing Director of PartnersFinancial.
This is a hybrid position from our Austin, TX office with in-office flexibility 2-3 days a week.
We will consider an experienced hire with the listed credentials for a remote role.
Essential Duties and Responsibilities: Support the distribution partners/advisors of NFP by providing assistance in the complex areas of advanced market planning Design, revise, and review sales materials in the advanced markets planning area.
Review the use of such materials in the advanced markets Consult with distribution partners/advisors on their current client situations, objectives and the applicability of strategies Maintain positive relationships with member firms, carriers, and internal support team Work with member firms and their staff, in conjunction with the internal teams, to provide case consultation and case design services Draft marketing correspondence and sales ideas to help drive life insurance sales Assist member firms, who are obtaining financing for proposed life insurance sales, through case design services Maintain a broad knowledge of the life insurance product landscape as it pertains to available products, carrier illustration software, marketing resources, sales ideas, and advanced case design strategies and techniques Maintain a high-level of knowledge regarding advanced sales concepts and engage in appropriate professional development opportunities Must be able to accommodate US travel aprox 30% for conferences, client meetings, presentations etc.
Knowledge, Skills, and/or Abilities: Prior experience in the insurance industry and a sales-facing position in advanced sales leadership Experience in income tax planning for high-net- worth individuals Professional communication and presentation skills Ability to effectively speak in front of small and large groups of advisors Self-starter with strong analytical skills Highly responsive to, and proactive with, member firms and internal support team.
Ability to build a rapport both with firms and internal staff Understanding of how life insurance products can be designed and utilized to meet the needs of clients in the high net worth and advanced sales marketplace Strong communication and customer service skills Comfortable conducting analysis of, and writing about, life insurance products, sales ideas, and advanced planning concepts Ability to troubleshoot and problem-solve independently Ability to prioritize and manage multiple projects effectively Must be proficient in Microsoft Office Suite including MS Word, MS Excel, MS Power Point, and MS Outlook Education and/or Experience: Bachelor’s degree required.
Minimum of 10 years’ experience in the industry, providing advanced sales and marketing support along with estate and income tax planning.
Certificates, Licenses, Registration: Either a JD, LLM, MST, or CPA are highly preferred.
Either a Series 7, 65, and/or Life and Health licenses are an added plus, but not required.
What We Offer We’re proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more.
Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.
NFP and You… Better together! NFP is an inclusive Equal Employment Opportunity employer.
We’re a recognized Elite Agency award winner and a leading property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor.
NFP provides solutions enabling client success through the expertise of over 8,000 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors and financial institutions.
To learn more, please visit: https://www.
NFP.
com.
Summary: This position will play an integral part in helping NFP and PartnersFinancial firms grow their business by identifying and implementing various estate, business, income planning, and retirement planning concepts and strategies in connection with the sales of life insurance.
This is not a new business sales role, but in this role, you will provide an overview of advanced sales concepts and planning techniques through webinars, marketing materials, and presentations.
This position reports to the Managing Director of PartnersFinancial.
This is a hybrid position from our Austin, TX office with in-office flexibility 2-3 days a week.
We will consider an experienced hire with the listed credentials for a remote role.
Essential Duties and Responsibilities: Support the distribution partners/advisors of NFP by providing assistance in the complex areas of advanced market planning Design, revise, and review sales materials in the advanced markets planning area.
Review the use of such materials in the advanced markets Consult with distribution partners/advisors on their current client situations, objectives and the applicability of strategies Maintain positive relationships with member firms, carriers, and internal support team Work with member firms and their staff, in conjunction with the internal teams, to provide case consultation and case design services Draft marketing correspondence and sales ideas to help drive life insurance sales Assist member firms, who are obtaining financing for proposed life insurance sales, through case design services Maintain a broad knowledge of the life insurance product landscape as it pertains to available products, carrier illustration software, marketing resources, sales ideas, and advanced case design strategies and techniques Maintain a high-level of knowledge regarding advanced sales concepts and engage in appropriate professional development opportunities Must be able to accommodate US travel aprox 30% for conferences, client meetings, presentations etc.
Knowledge, Skills, and/or Abilities: Prior experience in the insurance industry and a sales-facing position in advanced sales leadership Experience in income tax planning for high-net- worth individuals Professional communication and presentation skills Ability to effectively speak in front of small and large groups of advisors Self-starter with strong analytical skills Highly responsive to, and proactive with, member firms and internal support team.
Ability to build a rapport both with firms and internal staff Understanding of how life insurance products can be designed and utilized to meet the needs of clients in the high net worth and advanced sales marketplace Strong communication and customer service skills Comfortable conducting analysis of, and writing about, life insurance products, sales ideas, and advanced planning concepts Ability to troubleshoot and problem-solve independently Ability to prioritize and manage multiple projects effectively Must be proficient in Microsoft Office Suite including MS Word, MS Excel, MS Power Point, and MS Outlook Education and/or Experience: Bachelor’s degree required.
Minimum of 10 years’ experience in the industry, providing advanced sales and marketing support along with estate and income tax planning.
Certificates, Licenses, Registration: Either a JD, LLM, MST, or CPA are highly preferred.
Either a Series 7, 65, and/or Life and Health licenses are an added plus, but not required.
What We Offer We’re proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more.
Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.
NFP and You… Better together! NFP is an inclusive Equal Employment Opportunity employer.
• Phone : NA
• Location : Springfield, IL
• Post ID: 9005780222
