Advisor

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Maitland, FL
3-5 Years Experience
Insurance • Consulting
The Role

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 .

The 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.

  • 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 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

  • High School graduate (or equivalent), BA/BS preferred
  • More than 3 years of directly related industry experience

  • Insurance Broker's license required representing the coverages being sold. (e.g. P&C broker's license or Life and Health broker's license.)

NFP is 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.

NFP is an inclusive Equal Employment Opportunity employer.

The Company
HQ: New York, New York
3,409 Employees
On-site Workplace

What We Do

NFP is a leading property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor. We enable client success through specialized expertise, innovative technologies, and enduring relationships with highly rated insurers, vendors and financial institutions.

With a growing number of employees located around the world, we are experts, leaders and advocates, all coming together to work towards one goal — helping our clients solve problems.

Our success is driven by our ability to empower organizations and people to overcome complex challenges and uncertainties with tailored solutions supported by active listening, hands-on guidance, specialized expertise and, most of all, human connections.

NFP ranks in the top five largest benefits brokers by global revenue, best place to work in insurance and is in the top ten of the largest US-based privately owned brokers (Business Insurance).

For more information, visit NFP.com

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