Advisor Consultant ( Life Insurance)

NFP•New York, NY

About The Position

Lenox Advisors, a wholly owned subsidiary of NFP Corp., specializes in wealth management and insurance services for high-net-worth individuals and families. NFP is a recognized Elite Agency award winner and a leading property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor, with over 8,000 global employees. The Advisor Consultant role is a hybrid analytical and consultative position, supporting Advanced Planning deliverables and the development of Advisors and Advisor Assistants. This role involves managing case flow within the Advanced Planning queue, delivering high-quality case design and presentation materials, and acting as a key resource for onboarding and training junior or inexperienced Advisors. The Advisor Consultant collaborates with Advanced Planning leadership, Operations, and field teams to provide product guidance, develop training content, and enhance best practices.

Requirements

7+ years in insurance, Advanced Planning, or sales support roles
Life & Health insurance license required
Equivalent experience to a Bachelor's degree
Strong knowledge of life insurance products, illustration platforms, and case design
Proficiency in CRM tools (e.g., Mosaic), Excel, and presentation software
Strong understanding of sales processes and how Advanced Planning supports advisor success
High analytical ability, attention to detail, and strong problem-solving in fast-paced environments
Clear communicator able to simplify complex concepts for field audiences
Strong organization, time management, and ability to manage competing priorities independently
Service-oriented, collaborative, proactive, and continuously improvement-focused
Professionalism, integrity, and sound judgment in all interactions

Nice To Haves

Bachelor’s degree
Working DI knowledge preferred

Responsibilities

Design insurance illustrations and client-ready one-pagers (MassMutual + preferred carriers) using templates and PDF tools; manage revisions, rush requests, and approvals, including complex case support with AVP+
Manage Advanced Planning CRM queue, prioritize requests, and drive workflow efficiency and timely completion
Provide consultative support to junior Advisors/Advisors Assistant, translating complex insurance concepts into actionable sales guidance
Lead and support onboarding, training sessions, job aids, and ongoing field communications for Advisors/Advisors Assistants
Support operational improvements, identify trends/gaps, and contribute to scalable tools, reporting, and process enhancements
Participate in ad hoc strategic initiatives aligned with Life/DI and broader firm priorities