Personal Risk Sales Advisor
National Financial Partners - kingston, NY
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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: . The P ersonal Risk Sales Advisor is Property & Casualty licensed and experienced in all facets of Personal Insurance including proven sale skills. The New Business Department is a sales team whose primary role is to advise and deliver personal insurance products tailored to specific needs of the prospective insured. New business leads are received from any/all non-solicited personal new business opportunities and or referrals presented to NFP. The expedited process of a Sales Advisor is conducted through a single point of contact process, ensuring efficiency for the prospective insured while providing advice and creating an educated buying experience. Strong computer skills along with effective verbal, written and electronic communications are required. This candidate will be able to perform within a team environment building long lasting relationships with agency partners, company leadership and staff. Essential Duties and Responsibilities: Learn various Carrier Appetites and Carrier Websites Work closely with Carrier Underwriters to determine risk placement Utilize agency management system, rating system and carrier websites to provide accurate, timely quotes Execute policy correspondence delivery per agency guidelines and procedures. Operate a variety of standard office machines, including personal computer with a variety of software, phone, fax, calculator, and shredding, photocopy, and mail machines Establish and maintain effective working relationships with co-workers, supervisors and carrier representatives Assist with special projects as assigned by management 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. The base salary range for this position is $45,000 $68,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. NFP and You... Better Together! NFP is an inclusive Equal Employment Opportunity employer.
Created: 2024-09-27