Vice President, Advanced Concepts & Training - Life & Related Products

NFP Corp; United States; Remote; USD 101,000 - 200,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Dental insurance

Flexible schedule

Flexible spending account

Health insurance

Health savings account

Life insurance

Paid time off

Referral program

Vision insurance

Job summary

Diversified Brokerage Services, part of NFP, is seeking a Vice President of Advanced Concepts and Training to lead expert life insurance planning strategies and regulatory insights. The role focuses on educating financial professionals, clients, and partners through technical training and persuasive communication.

The position requires a JD, 10+ years in advanced life insurance planning, and strong content development for training platforms and client solutions. Travel up to 20% is expected.

Qualifications

• Juris Doctor (JD) required; advanced credentials (CLU®, ChFC®, CFP®) highly preferred.
• Minimum 10 years in advanced life insurance planning or similar consultative roles.
• Brokerage industry experience is a plus; ability to develop compliant, results-driven concepts.
• Deep understanding of business owner, estate, and personal life insurance planning.
• Outstanding written, verbal, and presentation skills for technical and non-technical audiences.
• Proven success driving advisor engagement through concept adoption and case support.
• Willingness to travel up to 20%.

Responsibilities

• Develop, refine, and deliver advanced life insurance planning strategies across business, estate, and personal planning contexts.
• Create and publish white papers, sales concepts, and materials on legislative/regulatory issues.
• Design and lead advisor training—both in-person and virtual.
• Partner with field leadership, advisors, and professionals to craft client-specific solutions.
• Serve as a technical resource representing the company at conferences, webinars, and client meetings.
• Monitor legislation and tax developments, interpreting impact on insurance and estate planning.
• Collaborate with marketing and product teams to align messaging with advanced concepts and legal accuracy.
• Support and train internal team on market concepts and updates.
• Develop life cases with FAs and sales teams.

Skills

Juris Doctor (JD)

Public speaking

Training development

Sales concepts

Technical content creation

Education

Juris Doctor (JD)

Doctorate (optional credits: CLU, ChFC, CFP preferred)

Job description

Who We Are:

Diversified Brokerage Services (part of NFP, an Aon company) is one of the largest brokerage general agencies in the United States specializing in life insurance, and we’re proud of our roots, starting as a family run business in 1968 and growing to where we are today. With over 50 years in the insurance industry, we’ve honed in on our strengths and perfected our processes, resulting in the best possible experience for the advisors we serve. We invite you to learn more about us and discover the “DBS Difference” for yourself!

Overview:

The Vice President of Advanced Concepts and Training will serve as the firm’s leading expert on life insurance planning strategies, legislative developments, and advanced sales concepts. This role is ideal for a thought leader with a Juris Doctor (JD) degree who thrives on educating and empowering financial professionals, clients, and strategic partners through technical insight, persuasive communication, and actionable training.

Key Responsibilities:

• Develop, refine, and deliver advanced life insurance planning strategies across business, estate, and personal planning contexts.
• Create and publish white papers, sales concepts, and presentation materials addressing current legislative and regulatory issues that influence life insurance strategies.
• Design and lead advisor training programs — both in-person and virtual — to strengthen understanding of advanced life insurance applications and sales concepts.
• Partner with field leadership, advisors, and other trusted professionals (attorneys, CPAs, planners) to craft client-specific solutions that drive measurable results.
• Serve as a technical resource and thought leader representing the company in conferences, webinars, and key client meetings.
• Monitor pending legislation, tax developments, and regulatory trends, interpreting their impact on insurance and estate planning.
• Collaborate with marketing and product development teams to ensure messaging and materials align with advanced planning concepts and legal accuracy.
• Supporting and Training internal team on concepts and updates in market
• Supporting and developing life cases with FA’s and sales team.

Qualifications:

• Juris Doctor (JD) required. Advanced credentials (CLU®, ChFC®, CFP®) highly preferred.
• Minimum 10 years of experience in advanced life insurance planning, advanced markets, or similar consultative roles within the financial services industry.
• Brokerage Industry experience is a plus
• Proven ability to develop compelling, compliant, and results-driven sales concepts, training platforms, and technical content.
• Deep understanding of business owner, estate, and personal life insurance planning practices and products.
• Outstanding written, verbal, and presentation skills with experience addressing both technical and non-technical audiences.
• Demonstrated success driving growth and advisor engagement through concept adoption and case support.
• Willingness to travel up to 20%

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 $101,000 to $200,000. 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.

Job Type: Full-time

Pay: $101,000.00 - $200,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Referral program
• Vision insurance

Education:

• Doctorate (Required)

Work Location: Remote