NFP, an Aon company · 1 month ago
Financial Planning Sales Consultant
Dublin, CA
Full-time
Onsite
Mid LevelNFP Corp is a growing company specializing in wealth and financial planning. They are seeking a Financial Planning Sales Consultant to support clients in understanding and achieving their financial goals while building lasting relationships.
ConsultingFinancial ServicesInsuranceInsurTechWealth Management
Responsibilities
Be a trusted adviser to our clients
Recommend and provide solutions to meet client's needs while also developing lasting relationships
Undertaking a full review of the client's financial needs and goals
Producing a comprehensive report detailing relevant fact-finding information and recommendation based on clients’ goals
Clear and concise file notes and hand over to the Private Client Account management team who will bring policies through pipeline
Work alongside the sales and marketing team to deliver effective and engaging marketing activities/communications for clients
Deliver Financial Wellness seminars to employees of our corporate partners
Manage internal and external relationships to drive referral network
Qualification
Required
Excellent communication and interpersonal skills, and self-motivated
Strong organisational skills, the ability to manage time and to manage projects of various sizes successfully
Ability to work effectively as part of a dynamic team, and to manage key stakeholder relationships both internally and externally
Background in financial advice - QFA essential
Preferred
CFP desirable or commitment to complete CFP imminently
Benefits
Matched employer pension contributions
Life Assurance and Group Income Protection
Lifestyle discounts for well-known brands
Opportunity for hybrid working
Generous annual leave allowance
Comprehensive Private healthcare
Healthcare cash plan
Additional days off throughout the year to focus on your wellbeing
Numerous charity fundraising challenges and events throughout the year
Opportunities to volunteer and give back to the community
Award-winning apprenticeship program, helping local schoolchildren take their first steps into the world of work
Two large employee events every year for summer and Christmas
Enjoy out-of-work events and socials to get to know your team better
Good office locations with plenty of opportunity to socialise outside of work
A dedicated Inclusion and Belonging Committee, supported by our Global Advisory Board
Inclusive policies and procedures to ensure all of our people are treated fairly
Access to Business Resource Groups that can support with multiple of key challenges
Company
NFP, an Aon company
NFP, an Aon company, helps companies and individuals address today’s most significant Risk Capital and Human Capital challenges.
Founded in 1999
5001-10000 employees
H1B Sponsorship
NFP, an Aon company has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (7)
2024 (2)
2023 (4)
2022 (10)
2021 (3)
2020 (1)
Funding
Current Stage
Public CompanyTotal Funding
$948.45MKey Investors
HPS Investment Partners
2023-12-20Acquired
2018-05-10Post Ipo Equity· $198.45M
2017-02-17Post Ipo Equity· $750M
Leadership Team
Douglas Hammond
CEO
Caleb Noel
Executive Vice President, Chief Financial Officer
Recent News
Company data provided by crunchbase