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Posting Description Who We Are: 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 advis…
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Posting Description Who We Are: Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, …
Posting Description Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and indivi…
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Posting Description About the Company: Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, C…
Warrington Township, Pennsylvania, United States · On-site
Senior+
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Palm Beach County, Florida, United States · On-site
Mid level
Posting Description Who We Are: Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, …
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Skills: QuickBooks, Microsoft Office, Financial Reporting, Accounts Payable, Cashflow Planning
Posting Description Who We Are: Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, …
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Posting Description Who We Are: Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, …
Posting Description Who We Are: Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, …
Posting Description Who We Are: Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, …
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Full-time
high school, bachelor degree
Competitive salary, Pto, Paid holidays, 401(k) with match, Exclusive discount programs, Health & wellness programs
Posted 27d ago
Apply by Jun 30
~40 hrs/week
Responsibilities
The Producer is responsible for growing organic revenue by identifying and developing new business relationships with prospects. They manage an assigned book of business and collaborate with account management teams to close sales and service clients.
Requirements
Candidates must have over 3 years of related industry experience and a valid Insurance Broker's license (P&C or Life and Health). A high school diploma is required, while a bachelor's degree is preferred.
Full job description
Posting Description
Who We Are:
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. To learn more, please visit: https://www.NFP.com.
Summary: The Advisor has responsibility for growing organic revenue with clients. This individual is responsible from maintaining and growing an assigned book of business. Develops relationships with prospects and key client contacts.
Essential Duties and Responsibilities:
Initiates, qualifies and develops new business relationship using assigned list of prospects.
Targets smaller, less sophisticated accounts, with expectations of developing skills to support larger, more complex accounts. May be assigned to specific business line and/or client segment.
Meets key metrics including revenue and number of prospects in pipeline, meetings per months and closed sales.
Works collaboratively with Account Management team to close business; May jointly service the client together with an Account Manager and/or an Account Executive.
Develops sales proposals and presentations that are consistent with NFP standards; often requires assistance from more senior sales team members
Responsible for developing and increasing sales for assigned book of business and/or territory/industry sector by compiling lists of prospective customers for use as sales leads, based on information from newspapers, business directories, industry ads, trade shows, Internet websites, and other sources
Confers with management on setting and achieving integrated selling targets. May get assistance or work on the clients of a Senior Advisor / Client Executive.
Reports actual results to team and utilizes tools such as Salesforce
Reviews sales results for assigned clients, strategizing changes and troubleshooting problems.
Begins to develop relationships with key prospect and client stake holders.
Increasingly exercises independent judgment subject to general supervisor support.
Performs other duties as assigned.
Knowledge, Skills, and/or Abilities:
Knowledge of benefits administration, HealthCare Reform, industry trends, carrier products and services
Ability to work independently and anticipate client and team needs
Effective time management and decision-making skills
Diligent follow up skills
Ability to express ideas clearly in both written and oral communications
Strong Microsoft Excel and PowerPoint skills
Commanding presentation and public speaking abilities
Education and/or Experience:
High School graduate (or equivalent), BA/BS preferred
More than 3 years of directly related industry experience.
Certificates, Licenses, Registration:
Insurance Broker's license required representing the coverages being sold. (e.g. P&C broker’s license or Life and Health broker's license.)
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. The base salary range for this position is $55,000 – $91,000. 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.
ADVIS015083
Related keywords
Insurance Broker's LicenseP&C LicenseLife and Health LicenseSalesforceBusiness InsuranceRisk ManagementWealth ManagementRetirement ChallengesSales ProposalsPipeline ManagementOrganic RevenueConsultative Advising
NFP, an Aon company, helps companies and individuals address today’s most significant Risk Capital and Human Capital challenges.
With colleagues across the U.S., Canada, UK and Ireland, and global capabilities enhanced by the Aon advantage, NFP serves a diversity of clients, industries and communities. Our collaborative team provides specialized expertise and customized solutions, including property and casualty insurance, employee benefits, life insurance, executive benefits, wealth management and retirement plan advisory.
Risk Capital
We provide proactive management of complex risks. Managing risk may be complicated, but we’re easy to work with – we implement new administrative technologies and solutions that work for you and your business. Our services are consultative and put your organization’s needs first. We do our research and uncover potential exposures before they’re a problem.
Commercial Coverage Expertise
Industry Specialty Teams
Personal Risk
Support Services
Human Capital
Discover a holistic approach to your people management strategy and individual solutions that help protect what matters. As a people first company, we recognize the importance of people at the core of our business and our lives – whether you need help with your business or with your life, our experts want to connect you with tailored solutions that meet your needs.
Employee Benefits
Executive Benefits
Life Insurance
Retirement Advisory
Talent Solutions
Wealth Management
Offices: 200 Park Ave, New York, New York 10166, US · 1250 Capital of Texas Hwy. S., Building 2, Suite 600, Austin, Tx 78746, US · 1901 Roxborough Rd, Suite 300, Charlotte, North Carolina 28211, US · 500 W Madison St, Suite 2700, Chicago, Illinois 60661, US · 2300 Contra Costa Blvd, Pleasant Hill, California 94523, US
NFP, an Aon company, helps companies and individuals address today’s most significant Risk Capital and Human Capital challenges.
With colleagues across the U.S., Canada, UK and Ireland, and global capabilities enhanced by the Aon advantage, NFP serves a diversity of clients, industries and communities. Our collaborative team provides specialized expertise and customized solutions, including property and casualty insurance, employee benefits, life insurance, executive benefits, wealth management and retirement plan advisory.
Risk Capital
We provide proactive management of complex risks. Managing risk may be complicated, but we’re easy to work with – we implement new administrative technologies and solutions that work for you and your business. Our services are consultative and put your organization’s needs first. We do our research and uncover potential exposures before they’re a problem.
Commercial Coverage Expertise
Industry Specialty Teams
Personal Risk
Support Services
Human Capital
Discover a holistic approach to your people management strategy and individual solutions that help protect what matters. As a people first company, we recognize the importance of people at the core of our business and our lives – whether you need help with your business or with your life, our experts want to connect you with tailored solutions that meet your needs.
Employee Benefits
Executive Benefits
Life Insurance
Retirement Advisory
Talent Solutions
Wealth Management
Offices: 200 Park Ave, New York, New York 10166, US · 1250 Capital of Texas Hwy. S., Building 2, Suite 600, Austin, Tx 78746, US · 1901 Roxborough Rd, Suite 300, Charlotte, North Carolina 28211, US · 500 W Madison St, Suite 2700, Chicago, Illinois 60661, US · 2300 Contra Costa Blvd, Pleasant Hill, California 94523, US