[Remote] Life Insurance Solutions, Design and Consulting & Sales support (remote)
Note: The job is a remote job and is open to candidates in USA. NFP, an Aon company, is a recognized leader in Business Insurance and offers custom solutions to address significant risk and wealth management challenges. The role focuses on the nationwide marketing and distribution of Executive Life Solutions products, requiring strong relationship development and sales skills, along with a thorough understanding of life insurance products.
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 proprietary database-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%)
Skills
- Demonstrate a significant understanding of all forms of Life Insurance products
- Experience working with life insurance brokers, producers or wholesalers is required
- Expert skills in MS Excel and data analysis formulas
- 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
- HS Diploma or equivalent is required
- B.S. in Business, Finance, Accounting, Marketing, Actuarial or Math/Statistics
Benefits
- PTO & paid holidays
- 401(k) with match
- Exclusive discount programs
- Health & wellness programs
Company Overview
Company H1B Sponsorship