VP, Advanced Life Insurance Strategy & Training

Aon; Minneapolis (MN); On-site; USD 101,000 - 200,000; Full time

Benefits offered by this job

PTO & holidays

401(k) with match

Health & wellness

Job summary

Diversified Brokerage Services, part of NFP and an Aon company, seeks a Vice President of Advanced Concepts and Training. The role is to educate financial professionals, develop advanced life insurance strategies, and lead training programs.

The ideal candidate has a JD and 10+ years in advanced life insurance, with the ability to translate complex regulatory changes into practical guidance, and travel up to 20% for conferences and client meetings.

Qualifications

• JD required; advanced credentials preferred.
• Minimum 10 years in advanced life insurance planning or similar consultative roles within the financial services industry.
• Ability to develop compelling training content and concepts.
• Strong written, verbal, and presentation skills.
• 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 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 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.

Skills

Advanced life insurance

Training design

Content development

Public speaking

Strategic thinking

Education

Juris Doctor (JD)

CLU

ChFC

CFP

Job description

Diversified Brokerage Services, part of NFP and an Aon company, seeks a Vice President of Advanced Concepts and Training. The role is to educate financial professionals, develop advanced life insurance strategies, and lead training programs.

The ideal candidate has a JD and 10+ years in advanced life insurance, with the ability to translate complex regulatory changes into practical guidance, and travel up to 20% for conferences and client meetings.