NFP, an Aon company
5001 - 10000 employees
NFP, an Aon company, helps organizations and people solve problems.
VP, Advanced Concepts and Training – Life Insurance, Related Products
🕒 April 7
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NFP, an Aon company
5001 - 10000 employees
NFP, an Aon company, helps organizations and people solve problems.
📋 Description
• Develop, refine, and deliver advanced life insurance planning strategies across business, estate, and personal planning contexts • Create and publish white papers, sales concepts, and presentation materials addressing current legislative and regulatory issues that influence life insurance strategies • Design and lead advisor training programs — both in-person and virtual — to strengthen understanding of advanced life insurance applications and sales concepts • Partner with field leadership, advisors, and other trusted professionals (attorneys, CPAs, planners) to craft client-specific solutions that drive measurable results • Serve as a technical resource and thought leader representing the company in conferences, webinars, and key client meetings • Monitor pending legislation, tax developments, and regulatory trends, interpreting their impact on insurance and estate planning • Collaborate with marketing and product development teams to ensure messaging and materials align with advanced planning concepts and legal accuracy • Supporting and Training internal team on concepts and updates in market • Supporting and developing life cases with FA’s and sales team
🎯 Requirements
• Juris Doctor (JD) required • Advanced credentials (CLU®, ChFC®, CFP®) highly preferred • Minimum 10 years of experience in advanced life insurance planning, advanced markets, or similar consultative roles within the financial services industry • Brokerage Industry experience is a plus • Proven ability to develop compelling, compliant, and results-driven sales concepts, training platforms, and technical content • Deep understanding of business owner, estate, and personal life insurance planning practices and products • Outstanding written, verbal, and presentation skills with experience addressing both technical and non-technical audiences • Demonstrated success driving growth and advisor engagement through concept adoption and case support • Willingness to travel up to 20%
🏖️ Benefits
• Competitive salary • PTO & paid holidays • 401(k) with match • Exclusive discount programs • Health & wellness programs
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