Sr. Advisor

Who We Are

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com.

 

We currently have an opening for a Sr. Retirement Plan Advisor.  Retirement plan advisors are employees who independently service and grow existing client relationships with limited responsibilities for business development. Typically, advisors are assigned to the client after the sales process is complete or have had the relationship transferred to them by an existing Advisor.

 

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.

 

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 30-50 clients for whom he/she is responsible for.

 

Required Experience/ Characteristics:

• 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

 

Required Licenses:

• Series 65
• Life & Health license is recommended, but not required

 

What We Offer

NFP is proud to offer a competitive salary, PTO and paid holidays, 401(k) with match, exclusive discount programs, health and wellness programs, and more. Our people-first 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.