NFP, an Aon company · 1 day ago
Vice President, Advanced Concepts and Training
Minneapolis–Saint Paul, WI
Full-time
Hybrid
Senior Level, Lead/Staff
$101K/yr - $200K/yr
10+ years expNFP, an Aon company, is a leading brokerage general agency specializing in life insurance. The Vice President of Advanced Concepts and Training will serve as the firm's leading expert on life insurance planning strategies, educating financial professionals and clients through technical insight and training programs.
ConsultingFinancial ServicesInsuranceInsurTechWealth Management
Responsibilities
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
Qualification
Required
Juris Doctor (JD) required
Minimum 10 years of experience in advanced life insurance planning, advanced markets, or similar consultative roles within the financial services industry
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%
Preferred
Advanced credentials (CLU®, ChFC®, CFP®) highly preferred
Brokerage Industry experience is a plus
Benefits
PTO & paid holidays
401(k) with match
Exclusive discount programs
Health & wellness programs
Company
NFP, an Aon company
NFP, an Aon company, helps companies and individuals address today’s most significant Risk Capital and Human Capital challenges.
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