Senior Consultant, Life & Disability ( Fully Remote)

NFP; Bethesda (MD); Remote; USD 150,000 - 230,000; Full time

Job summary

Join NFP, a leading consultancy, as a Senior Consultant focusing on Life and Disability coverage. In this role, you will provide strategic guidance, product expertise, and case consultation to brokers, ensuring optimal insurance solutions. Ideal candidates possess extensive knowledge, strong communication skills, and the ability to foster collaborative relationships within a dynamic team environment.

Benefits

Competitive salary

PTO & paid holidays

401(k) with match

Health & wellness programs

Qualifications

• Minimum of 7 years of related industry experience in sales/client-facing positions.
• Life and Health Insurance License required.
• Advanced knowledge of carrier plan designs.

Responsibilities

• Serve as a subject matter expert on Life and Disability insurance products.
• Consult with brokers and account executives to recommend insurance solutions.
• Manage teams and maintain strong relationships with carrier partners.

Skills

Analytical skills

Problem solving

Communication skills

Organizational skills

Client service excellence

Team collaboration

Education

BS/BA or Higher College Degree

Life and Health Insurance License

Tools

MS Office

Adobe PDF

Job description

Who We Are:

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. 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.

About Totalis Benefits: We are a leading General Agency specializing in providing expert support and strategic solutions to insurance Brokers and Account Executives. Our mission is to empower our partners with the tools, knowledge, and resources they need to deliver exceptional Life and Disability insurance solutions to their clients.

Summary: As a Senior Consultant focused on Life and Disability coverage, you will serve as a trusted advisor to our broker and account executive partners. You will provide product expertise, case consultation, and strategic guidance to help them design and deliver optimal insurance solutions for their clients. This role requires a deep understanding of Life and Disability insurance products, strong communication skills, and a collaborative mindset. You will lead the team responsible for implementation of larger Key Accounts and/or National Accounts clients.

Essential Duties and Responsibilities:

• Serve as a subject matter expert on Life and Disability insurance products, underwriting guidelines, and carrier offerings.
• Consult with brokers and account executives to assess client needs and recommend appropriate insurance solutions.
• Support the sales process by preparing product comparisons, illustrations, and proposals, beyond the Analyst output.
• Assist with alternative case design, quoting, and application submission processes.
• Maintain strong relationships with carrier partners to stay current on product updates, underwriting trends, and market changes.
• Provide training and education to brokers and internal teams on Life and Disability products and sales strategies.
• Troubleshoot and resolve issues related to underwriting, policy issuance, and client servicing.
• Collaborate with internal teams to ensure a seamless experience for brokers and their clients.
• Capacity to manage 3-4 employees
• Other duties and projects as assigned by VP, or SVP, lead capacity

Knowledge, Skills, and/or Abilities:

• Advanced knowledge of carrier plan designs and portal/systems, often specializing in one of more carriers.
• Exceptional analytical skills and problem solving
• Exceptional oral and written communication skills
• Exceptional organization to follow up with carriers and clients
• Well organized with the ability to handle several clients simultaneously
• Proficiency with MS Office products, Including Outlook, Word, Excel, PowerPoint, and Adobe PDF.
• Dedicated work ethic with a commitment to client service excellence
• Strong sense of urgency; however extremely accurate
• Experience working in team environment, lead capacity
• Proven ability to build and maintain professional relationships

Education, Licensing, and/or Experience:

• BS/BA or Higher College Degree
• Life and Health Insurance License required
• Minimum of 7 Years of related industry experience, specifically in a sales or client facing position

Travel: Ability to travel as needed for work; however, travel is not expected to be more than 25%-30% of time

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 $150,000 to $230,000. 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.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.