Life Insurance Solutions, Design and Consulting & Sales support (remote)
NFP, an Aon company, Florida, NY, United States
NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people‑first approach.
CASED015143_7
Summary Of Role Primary responsibility for the nationwide marketing and distribution of Executive Life Solutions products. This is done through multiple distribution channels, including NFP Producers and Wholesalers, Carrier General Agencies, Independent Producers, and Executive Life Solutions Sub‑GAs.
This is a full‑time position supporting our Glastonbury, CT office. We are flexible in offering a remote option across time zones for experienced Executive Life Insurance Specialists.
Essential Duties And Responsibilities
Relationship Development
Responsible for all aspects of Executive Life Solutions sales cycle:
Quoting – responsible for timeliness and accuracy of all quotes
Securing Plan Approvals from Carriers and Reinsurers
Facilitate the appointment of Producers with Carriers
Produce and collect all sold case documents
Plan Redesigns
Plan Rewrites
Timely and accurate transition of sold cases to Executive Life Solutions, Inc. Administration
Education and training – Meetings, Conference Calls, Webcasts, and e‑mail
Maintain and/or navigate company‑used Databases/CRMs – ACT and SWIFT
This includes entering and tracking of:
Opportunities quoted
Contacts and their activity history
Sales Reports as required
Sales support:
Producer phone calls
Conference calls with Producer and Prospect
Conversions – provide all support from quoting through policy issue
Development of Marketing pieces as needed:
Marketing Guide, PowerPoints, Case Studies, Employer pieces and updates to Executive Life Solutions Website
Business Travel (less than 5%)
Experience/Skills Required
Thorough understanding of all forms of Life Insurance products
Experience working with life insurance brokers, producers or wholesalers is required
Expert skills in MS Excel
Ability to communicate effectively, both orally and in writing
Analytical and problem‑solving skills. Critical thinking
Exhibits a high degree of self‑motivation and direction. Able to pivot quickly on changing priorities
Ability to foster a strong sense of cooperation and teamwork throughout the organization
Education/Credentials
B.S. in Business, Finance, Accounting, Marketing, Actuarial or Math/Statistics (preferred)
HS Diploma or equivalent is 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. The base salary range for this position is $52,000– $88,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case‑by‑case basis. In addition to the base salary, this position may be eligible for performance‑based incentives.
NFP and You… Better Together! NFP is an inclusive Equal Employment Opportunity employer.
#J-18808-Ljbffr
CASED015143_7
Summary Of Role Primary responsibility for the nationwide marketing and distribution of Executive Life Solutions products. This is done through multiple distribution channels, including NFP Producers and Wholesalers, Carrier General Agencies, Independent Producers, and Executive Life Solutions Sub‑GAs.
This is a full‑time position supporting our Glastonbury, CT office. We are flexible in offering a remote option across time zones for experienced Executive Life Insurance Specialists.
Essential Duties And Responsibilities
Relationship Development
Responsible for all aspects of Executive Life Solutions sales cycle:
Quoting – responsible for timeliness and accuracy of all quotes
Securing Plan Approvals from Carriers and Reinsurers
Facilitate the appointment of Producers with Carriers
Produce and collect all sold case documents
Plan Redesigns
Plan Rewrites
Timely and accurate transition of sold cases to Executive Life Solutions, Inc. Administration
Education and training – Meetings, Conference Calls, Webcasts, and e‑mail
Maintain and/or navigate company‑used Databases/CRMs – ACT and SWIFT
This includes entering and tracking of:
Opportunities quoted
Contacts and their activity history
Sales Reports as required
Sales support:
Producer phone calls
Conference calls with Producer and Prospect
Conversions – provide all support from quoting through policy issue
Development of Marketing pieces as needed:
Marketing Guide, PowerPoints, Case Studies, Employer pieces and updates to Executive Life Solutions Website
Business Travel (less than 5%)
Experience/Skills Required
Thorough understanding of all forms of Life Insurance products
Experience working with life insurance brokers, producers or wholesalers is required
Expert skills in MS Excel
Ability to communicate effectively, both orally and in writing
Analytical and problem‑solving skills. Critical thinking
Exhibits a high degree of self‑motivation and direction. Able to pivot quickly on changing priorities
Ability to foster a strong sense of cooperation and teamwork throughout the organization
Education/Credentials
B.S. in Business, Finance, Accounting, Marketing, Actuarial or Math/Statistics (preferred)
HS Diploma or equivalent is 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. The base salary range for this position is $52,000– $88,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case‑by‑case basis. In addition to the base salary, this position may be eligible for performance‑based incentives.
NFP and You… Better Together! NFP is an inclusive Equal Employment Opportunity employer.
#J-18808-Ljbffr