Life Insurance Solutions, Design and Consulting – Sales Support

🕒 April 9

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Logo of NFP, an Aon company

NFP, an Aon company

5001 - 10000 employees

NFP, an Aon company, helps organizations and people solve problems.

📋 Description

• Primary responsibility for the nationwide marketing and distribution of Executive Life Solutions products • 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. • Education and training – Meetings, Conference Calls, Webcasts, and e-mail • Maintain and/or navigate company-used Databases/CRMs – ACT and SWIFT

🎯 Requirements

• 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 • B.S. in Business, Finance, Accounting, Marketing, Actuarial or Math/Statistics (preferred) • HS Diploma or equivalent is required

🏖️ Benefits

• Competitive salary • PTO & paid holidays • 401(k) with match • Exclusive discount programs • Health & wellness programs

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