Growth-Driven Insurance Advisor | Client Relationships

NFP Corp; Charlotte (NC); On-site; USD 64,000 - 103,000; Full time

Benefits offered by this job

PTO & paid holidays

401(k) with match

Health & wellness programs

Job summary

NFP Corp in Charlotte, NC is seeking an Advisor to grow organic revenue by maintaining and expanding an assigned book of business. You will cultivate relationships with prospects and key client contacts to drive sales.

The role initiates and develops new business, targets smaller accounts while building skills for larger clients, and collaborates with Account Management to close business. A base salary is complemented by incentives, PTO, 401(k) and health programs.

Qualifications

• Knowledge of benefits administration and healthcare reform trends.
• Ability to work independently and anticipate client needs.
• Strong time management and decision-making skills.
• Diligent follow up and stakeholder management.
• Clear written and verbal communication skills.
• Proficiency with Excel and PowerPoint; strong presentation abilities.

Responsibilities

• Initiates, qualifies and develops new business relationships from a prospect list.
• Targets smaller accounts with potential to grow into larger, complex clients.
• Meets revenue and pipeline metrics; supports meetings and sales activity.
• Collaborates with Account Management to close business and service clients.
• Develops sales proposals aligned with NFP standards; seeks senior input when needed.
• Increases sales for assigned book by compiling prospective customer lists from multiple sources.
• Reports results to team and uses Salesforce for tracking.
• Begins to build relationships with key client stakeholders.

Skills

Benefits administration

Independent work

Time management

Follow-up skills

Clear communication

Excel and PowerPoint

Public speaking

Education

High School graduate

Bachelor's degree preferred

Job description

NFP Corp in Charlotte, NC is seeking an Advisor to grow organic revenue by maintaining and expanding an assigned book of business. You will cultivate relationships with prospects and key client contacts to drive sales.

The role initiates and develops new business, targets smaller accounts while building skills for larger clients, and collaborates with Account Management to close business. A base salary is complemented by incentives, PTO, 401(k) and health programs.