Sales/Consultant

NFP, an Aon company; Independence Township (OH); On-site; USD 75,000 - 85,000; Full time

Benefits offered by this job

401(k) with match

PTO and paid holidays

Health & wellness programs

Exclusive discount programs

Job summary

NFP, an Aon Company, seeks an Insurance Sales Consultant to start, qualify, and grow new relationships with key clients and prospects. You will work with our sales leadership to set and achieve targets, initially focusing on smaller accounts and growing to larger, more complex ones.

You will develop proposals and presentations, collaborate with Account Management, and use Salesforce to track performance and pipeline progress. A results-driven, team-focused role awaits.

Qualifications

• Deep knowledge of benefits administration, HealthCare Reform, carrier products and services.
• Ability to work independently and anticipate client and team needs.
• Excellent time management and decision-making skills.
• Diligent follow-up and strong written and oral communication.
• Strong proficiency in Microsoft Excel and PowerPoint.
• Comfort with presenting and public speaking.

Responsibilities

• Meet revenue targets and pipeline metrics; drive growth in assigned territory or industry sector.
• Collaborate with Account Management to close business and help service clients with senior support.
• Develop sales proposals and presentations that follow NFP standards.
• Use sales technology tools and resources to identify prospective customers and nurture relationships.
• Report actual results and plan changes using Salesforce; review results with management.

Skills

Benefits administration

Time management

Communication

Public speaking

Microsoft Excel

PowerPoint

Education

BA/BS or equivalent

High School diploma

Tools

Salesforce

Job description

Posting Description

Essential Duties and Responsibilities:

Join us as an Insurance Sales Consultant at NFP, an Aon Company, where you will start, qualify, and grow new business relationships with key clients and prospect partners. Your sales goals will be set and reviewed each year together with our committed sales leadership team. This outstanding opportunity lets you focus first on smaller, simpler accounts. Over time, you can build skills to support larger, more complex accounts. You may work in specific business lines or client groups, providing a varied and engaging work experience.

Your role will involve meeting important goals such as revenue targets, the number of prospects in the pipeline, monthly meetings, and closed sales. Collaboration is central to our work. You will work closely with our Account Management team to close business and may also help service clients together with an Account Manager or Account Executive. Developing sales proposals and presentations that follow NFP standards will be an important part of your duties, often with support from senior sales team members.

You will be responsible for growing sales in your assigned territory or industry sector by compiling lists of prospective customers. Use sales technology tools, COIs, and resources like business directories, industry ads, trade shows, websites, and more. Regular meetings with management to set and reach coordinated selling targets will support your success. You may also receive help or collaborate on clients with a Senior Advisor or Client Executive.

Reporting actual results to the team and using tools such as Salesforce will be essential. You will review sales results for assigned clients, plan changes, and solve problems. You will gradually exercise independent judgment with general supervisor support, helping you grow and succeed in your role.

Knowledge, Skills, and/or Abilities:

• A deep knowledge of benefits administration, HealthCare Reform, industry trends, carrier products, and services.
• The ability to work independently, anticipating client and team needs flawlessly.
• Outstanding time management and decision-making skills.
• Diligent follow-up abilities and effective communication skills, both written and oral.
• Strong proficiency in Microsoft Excel and PowerPoint.
• Commanding presentation and public speaking abilities.

Education and/or Experience:

• High School graduates (or equivalent); a BA/BS or equivalent experience is preferred.
• Equipped with more than 3 years of directly related industry experience.

Certificates, Licenses, Registration:

You must hold an Insurance Broker's license for the coverages involved, such as a P&C broker’s license or Life and Health broker's license.

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.

The base salary range for this position is $75,000.00 – $85,000.00. 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.