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NFP is a seven-time 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’re a recognized Elite Agency award winner and a leading property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor. NFP provides solutions enabling client success through the expertise of over 7,000 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors and financial institutions. To learn more, please visit: https://www.NFP.com.
Summary of Role:
LTCI Partners Sales Support Specialist - LTCI Partners is looking for a full-time or part-time, detail oriented individual to assist in supporting our sales efforts. Responsible for working with advisors and clients directly over the phone for LTC Insurance & Hybrid Life + LTC Insurance product fulfillment. Position will need to be flexible, as this person will support both Individual & Group LTC Insurance solutions. This remote associate will conduct these duties via telephone, Zoom, WebEx, GoToMeeting or other technology platforms.
Responsibilities:
- Group enrollment support over the phone, chat and email
- Responsible for making sure all information is gathered accurately and efficiently
- Ability to support our Brokerage Sales Team for sales efforts such as sorting sales inbox, checking on license and CE, and quoting assistance.
- Point-of-sale calls/meetings (financial advisors, Insurance specialists and their clients)
- Act as “subject matter expert” for all-things LTC Insurance for our clients
- Conduct meetings, and phone calls with advisors and their clients or working with clients individually
- Provide back up assistance for our C&L team
- Data entry to assist New Business Processing team with incoming applications if applicable
- Occasional potential for marketing opportunity to send drip emails / announcements out to our clients
Experience and Technical Skills:
- 2+ years sales experience wholesaling in the Life, LTC or Hybrid Life + LTC Insurance industry (internal, external or combination) a plus
- Prior point-of-sale experience
- Proven ability to build strong relationships.
- Must hold a valid Insurance license in state of residence.
- Excellent presentation skills, both in creation and delivery
- Expected to maintain a thorough knowledge of existing, new and enhanced products.
- Ability to work independently and anticipate client and team needs.
- Effective time management and decision-making skills
- Diligent follow-up skills
- Ability to communicate clearly in both written and oral communications
What We Offer
We'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.
