Sales and Marketing Support Specialist - HNW Client Life Insurance Solutions (MN hybrid or remote)

Who We Are

NFP is a seven-time 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.

This position exists to provide DBS with a dedicated resource focused on acquiring and growing relationships with top RBC Advisors that support RBC’s highest-net-worth Clients. In addition, this role will provide additional support to Sales and Marketing leaders and the marketing department. This is a full-time opportunity working a hybrid schedule from our Minneapolis, MN office. A fully remote option will be considered for experienced candidates. 

Key Functions

Supporting Senior Point of Sale Associate (Regional Sales Director):

• Setting appointments and managing the Regional Sales Director’s calendar, including prospecting activities.
• Entering activity information related to phone calls and meeting setups into Salesforce.
• Organizing travel for the Regional Sales Director.
• Requesting illustrations from the Case Design Team
• Compiling all necessary materials for appointments. This includes both on-screen, possible in-person meetings, and assisting in running the meetings.
• Acting as a liaison with the Case Management Supervisor and team on case requirements. This involves updating the Regional Sales Director and others on the case status.
• Acting as a liaison with the Chief Underwriter and team on case requirements.
• Entering expenses into Concur and completing monthly expense reports.
• Attending client/Financial Advisor meetings with the Regional Sales Director (virtually) to take notes and ensure follow-ups are completed.
• Working as a liaison for the Regional Sales Director with other areas as needed to support new or post-issue needs.

Supporting Sales / Marketing

• Overseeing regional meetings and ride-alongs to ensure smooth operations.
• Tracking and reporting activities related to Carrier Partnerships to maintain transparency and efficiency.
• Ensuring the fulfillment of print materials, marketing, and promotional items to support various initiatives.
• Providing administrative support for DBS meetings to facilitate effective communication and decision-making.
• Acting as a Salesforce Admin to manage follow-up tasks for Regional Sales Directors, ensuring timely and appropriate actions.
• Leading project management efforts to ensure timely completion of projects with quality outcomes.
• Providing support for various events, contributing to their success and effectiveness.

   Organizational Structure

• The Sales Support Specialist reports to the EVP of Sales and Marketing

Key Results Areas

• Play a pivotal role in enhancing the overall success and profitability of the DBS through effective and efficient task execution.
• Provide professional and thoughtful assistance to the Sales and Marketing leadership on tasks assigned, thereby facilitating smooth operations.
• Take charge of maintaining the schedules for the Regional Sales Director, National Sales Head, and EVP, ensuring optimal time management.
• Actively participate in weekly sales team meetings, tracking and reporting progress on assignments to ensure transparency and accountability.
• Uphold customer confidence and safeguard operational integrity by maintaining strict confidentiality of sensitive information.

Qualifications

• Ability to apply creative problem-solving skills and a proactive approach to projects
• Attention to detail
• Experience working in deadline and high-pressure environments
• Highly organized, self-starter, creative thinker, able to work in a fast-paced environment
• Ability to prioritize and work independently
• Demonstrates strong written and oral communication skills
• Highly proficient and experienced in Microsoft Office programs (Excel, PowerPoint, Word)
• Adept at learning quickly and executing with all sales team tools including Outlook, CONCUR (travel and expense management) and Salesforce for prospecting and recording sales activity
• Organizational skills, excellent people skills, flexibility, team oriented
• Must be able to work effectively in a diverse group of