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NFP, an Aon company · 10 hours ago

Advisor

New York, NY

Full-time

Onsite

Mid Level

$55K/yr - $91K/yr

3+ years exp

NFP, an Aon company, is a recognized leader in Business Insurance and is looking for an Advisor to grow organic revenue with clients. The role involves maintaining and growing an assigned book of business, developing relationships with prospects, and collaborating with the Account Management team to close business.

ConsultingFinancial ServicesInsuranceInsurTechWealth Management

Responsibilities

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

Qualification

Benefits administrationInsurance Broker's licenseSales proposals developmentSalesforceMicrosoft ExcelMicrosoft PowerPointPublic speakingDiligent follow upTime managementWritten communicationOral communicationDecision making