Work180
Life Ins.& Solutions, Design and Consulting Specialist (remote)
Work180, Tallahassee, Florida, us, 32318
Life Ins.& Solutions, Design and Consulting Specialist (remote) 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: NFP.Summary of Role:Primary responsibility for the nationwide marketing and distribution of Executive Life Solutions products 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 Specialists.Essential Duties and Responsibilities:Relationship DevelopmentResponsible for all aspects of Executive Life Solutions sales cycle:
Quoting – responsible for timeliness and accuracy of all quotesSecuring Plan Approvals from Carriers and ReinsurersFacilitate the appointment of Producers with CarriersProduce and collect all sold case documentsPlan RedesignsPlan RewritesTimely 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 quotedContacts and their activity history
Sales Reports as requiredSales support:
Producer phone callsConference calls with Producer and Prospect
Conversions – provide all support from quoting through policy issueDevelopment 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 productsExperience working with life insurance brokers, producers or wholesalers is requiredExpert skills in MS ExcelAbility to communicate effectively, both orally and in writingAnalytical and problem-solving skills. Critical thinkingExhibits a high degree of self-motivation and direction. Able to pivot quickly on changing prioritiesAbility to foster a strong sense of cooperation and teamwork throughout the organizationEducation/Credentials:B.S. in Business, Finance, Accounting, Marketing, Actuarial or Math/Statistics (preferred)HS Diploma or equivalent is requiredWhat 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.NFP and You... Better together!NFP is an inclusive Equal Employment Opportunity employer.
Below, you will find a complete breakdown of everything required of potential candidates, as well as how to apply Good luck.#J-18808-LjbffrRemote working/work at home options are available for this role.
Quoting – responsible for timeliness and accuracy of all quotesSecuring Plan Approvals from Carriers and ReinsurersFacilitate the appointment of Producers with CarriersProduce and collect all sold case documentsPlan RedesignsPlan RewritesTimely 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 quotedContacts and their activity history
Sales Reports as requiredSales support:
Producer phone callsConference calls with Producer and Prospect
Conversions – provide all support from quoting through policy issueDevelopment 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 productsExperience working with life insurance brokers, producers or wholesalers is requiredExpert skills in MS ExcelAbility to communicate effectively, both orally and in writingAnalytical and problem-solving skills. Critical thinkingExhibits a high degree of self-motivation and direction. Able to pivot quickly on changing prioritiesAbility to foster a strong sense of cooperation and teamwork throughout the organizationEducation/Credentials:B.S. in Business, Finance, Accounting, Marketing, Actuarial or Math/Statistics (preferred)HS Diploma or equivalent is requiredWhat 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.NFP and You... Better together!NFP is an inclusive Equal Employment Opportunity employer.
Below, you will find a complete breakdown of everything required of potential candidates, as well as how to apply Good luck.#J-18808-LjbffrRemote working/work at home options are available for this role.