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Who We AreNFP, an Aon Company, is a multi-year 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 endorsem*nt. 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.
Summary Of RoleWe are seeking a talented Retirement Plan Advisor to independently manage the strategic planning, consulting, guidance, marketing, investment analysis and servicing of assigned book of retirement business. Ideally, you will hold or have previously earned a FINRA Series 6, 63, or 65 license and are open-minded to regional travel.
Essential Duties And ResponsibilitiesThe below statements are intended to describe the general nature and level of work being performed by people assigned to do this job. The below is not intended to be an exhaustive list of all responsibilities and duties. Perform other duties as assigned or required.
Establish, maintain, and nurture client relationships (front line and decision makers)
Act as a resource on any compliance issues, perform compliance reviews and communicate compliance issues to client
Proactively schedule and attend regular meetings with clients to ensure clients’ needs are continually being met
Independently consult and advise with clients on complex retirement plan issues
Address, resolve, follow-up and communicate resolutions to clients; update Salesforce to track issues and resolution
Responsible for coordinating data collection and presentation preparation for client meetings
Conduct investment analysis on plan investment options
Coordinate and conduct employee education meetings
Manage all internal reporting/tracking components required of the retirement department including CRM database account set up and upkeep, revenue report preparation, electronic and hard copy file maintenance, etc
Exercise positive interaction and cooperation with internal staff and senior management
Participate in team assignments and special projects as needed
Operate in accordance with established NFP internal protocol and procedures
Understand and represent the services provided by NFP, provide expert advice, develop solutions for current and future project plans, execute strategies to consistently illustrate value and retain existing clients
General
Provide progress reports as needed
Manage all internal reporting/tracking components required of the retirement department including sales force database account set up and upkeep, electronic and hard copy file maintenance, etc
Attend and participate in Internal meetings as needed
Exercise positive interaction and cooperation with internal staff and senior management
Participate in team assignments and special projects as needed
Exhibit a willingness to take on new projects and responsibilities
Share knowledge and experience with staff
Operate in accordance with established NFP internal protocol and procedures
Understand and represent the services provided by NFP, provide expert advice, develop solutions for current and future project plans, execute strategies to consistently illustrate value and retain existing clients
Education & Experience
Minimum 4-7 years of retirement experience
Series 65 or 66 required
Texas Life & Health licenses a plus
Bachelor's degree preferred
What We OfferWe're 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.
Seniority level
Not Applicable
Employment type
Full-time
Job function
Business Development
Industries
Insurance
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