NFP
Life Ins.& Solutions, Design and Consulting Specialist (remote)
NFP
Boston, MA
Nov 15, 2024
Full Job Description

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: https://www.NFP.com.

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.

PDN-9d7de851-2a4f-4fe2-a729-424d12162278
Job Information
Job Category:
Finance
Spotlight Employer
Related jobs
Body Shop Technician I
Penske Truck Leasing
Position Summary: As an experienced Body Shop Technician with Penske, you'll use industry-leading technology and repair techniques - plus cutting-edge diagnostic equipment - to get our customers' stat...
Nov 24, 2024
PRINCE GEORGE, VA
Certified Nursing Assistant (CNA)
The Laurels of Pender
*Increased wages! Open shift 7a-7p FT/PT everyother weekend (updated 10/23) Want to make a difference in someone's life? If you have patience, empathy, and a true desire to care for those in need, you...
Nov 24, 2024
BURGAW, NC
4581 Falmer Dr Bethlehem PA 18020 United States What's the Job? Ready to accelerate your career while helping our customers move forward? As a Customer Service Representative Fueler/Washer at Penske,...
Nov 24, 2024
BETHLEHEM, PA
©2024 TalentAlly.
Powered by TalentAlly.
Apply for this job
Life Ins.& Solutions, Design and Consulting Specialist (remote)
NFP
Boston, MA
Nov 15, 2024
Your Information
First Name *
Last Name *
Email Address *
Zip Code *
Password *
Confirm Password *
Create your Profile from your Resume
By clicking the Apply button, you agree to the terms of use and privacy policy.
Continue to Apply

NFP would like you to finish the application on their website.

Ace your interview with AI-powered interview practice

Get comfortable talking to hiring managers, receive personalized feedback on areas for improvement, sharpen your ability to answer the most common questions, and build confidence in formulating strong responses on the spot. Click the button below to begin your three free virtual interviews!