NFP, an Aon company · 16 hours ago
Advisor, Individual and Senior Products
NFP, an Aon company, is a recognized leader in Business Insurance, dedicated to providing consultative solutions for risk and retirement challenges. The Advisor for Individual and Senior Products will work to promote growth in the Medicare segment, develop referral partnerships, and conduct educational presentations while managing a personal book of business.
ConsultingFinancial ServicesInsuranceInsurTechWealth Management
Responsibilities
Work with management to develop initiatives to promote growth across each segment of our Medicare book
Work with management to develop and execute a plan to create Medicare referral partners and downline producers from other NFP offices
Drive initiatives to license and appoint in geographies that are currently underserved – MN, IA, NE, ND, SD and WI
Evaluate opportunities for individual products that can fill a need for vulnerable clients, to include short term, gap, or stacked benefit options
Stay current on new product developments in the Medicare market
Conduct educational Medicare presentations as a means of outreach to groups and community partners
Outside of peak season, develop strategies for cross-sale opportunities and lead flow
Grow personal Medicare book of business
Qualification
Required
Knowledge of Medicare health insurance markets
Knowledge of how Medicare plans work with group benefits and COBRA
Demonstrated ability to grow a book of business
Willingness to reach out to develop new relationships that will feed the sales funnel
Demonstrated ability to develop creative approaches to growing a block of business
Ability to work independently
Effective time management
Diligent follow up and outreach skills
Ability to express ideas clearly in both written and oral communications
Commanding presentation and public speaking abilities
Discerning decision-making skills
Associates degree (or equivalent), and BA/BS preferred
More than 3 years' industry and product line experience
Appropriately licensed or ability to obtain licensing if required
Preferred
BA/BS preferred
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.
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
Recent News
Company data provided by crunchbase