Who We Are: NFP, an Aon Company, is a multi-year 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 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: . 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-GA's. This is a full-time position supporting our Glastonbury, CT office. We are flexible in offering a remote option, and within different time zones, for experienced Life Insurance Specialist. 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. 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 $50,000 $75,000. 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.