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Job Description
Who We Are
We’re NFP, a five-time Best Places to Work award winner in Business Insurance for 2017, 2018, 2019, 2020 and 2021. We are also recognized as an Elite 2018 Agency award winner named as a Top Employee Benefits Firm. We are a leading Insurance Broker and Consultant that provides Employee Benefits, Property & Casualty, and Retirement and Individual Private Client solutions to help our clients reach and realize their goals because we believe business is personal. Our personal commitment to our team and our clients have created long-lasting and successful relationships across our growing 300+ nationwide offices and 17 international locations. To learn more, please visit:
The Role at NFP
The Sr. Advisor role is a salaried position, but comes with a revenue based retention bonus. All Sr. Advisors are encouraged to prospect and build their own book of business on which they are able to earn commissions on if appropriately licensed.
Essential Duties and Responsibilities:
The Sr. Retirement Plan Advisor will be responsible for:
- Quarterly investment reviews with clients
- Relationship Management
- Fielding retirement compliance and plan design questions with plan vendor assistance
- Potential for growth to a managerial position leading an advisory team
- On average, the Retirement Plan Advisor will have a book of 30-40 clients for whom he/she is responsible for.
Knowledge, Skills, and/or Abilities:
- A minimum of 5 years’ experience in the retirement plan industry, 10+ is preferred
- Must be knowledgeable regarding retirement plan design and compliance requirements
- Must be knowledgeable regarding basics of investing and asset allocation, and a general understanding of the securities market
- Top notch presentation skills
- Must be customer service oriented, and work well in a team environment
- Ability to work with computer databases and Microsoft Office Suite
Certificates, Licenses, Registration:
- Series 6, 63 & 65 or
- Series 7 & 66
- Life & Health license is recommended, but not required.
What We Offer
NFP is 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.
