Advisor, VP

NFP•Chicago, IL

About The Position

The Advisor has responsibility for growing organic revenue with clients. This individual is responsible for maintaining and growing an assigned book of business. Develops relationships with prospects and key client contacts. The role targets smaller, less sophisticated accounts, with expectations of developing skills to support larger, more complex accounts, and may be assigned to a specific business line and/or client segment.

Requirements

Knowledge of benefits administration, HealthCare Reform, industry trends, carrier products and services
Ability to work independently and anticipate client and team needs
Effective time management and decision making skills
Diligent follow up skills
Ability to express ideas clearly in both written and oral communications
Strong Microsoft Excel and PowerPoint skills
Commanding presentation and public speaking abilities
High School graduate (or equivalent)
More than 3 years of directly related industry experience.
Insurance Broker's license required representing the coverages being sold. (e.g. P&C broker’s license or Life and Health broker's license.)

Nice To Haves

BA/BS preferred

Responsibilities

Initiates, qualifies and develops new business relationships with key prospect and client stakeholders.
Targets smaller, less sophisticated accounts, with expectations of developing skills to support larger, more complex accounts.
May be assigned to specific business line and/or client segment.
Meets key metrics including revenue and number of prospects in pipeline, meetings per months and closed sales.
Works collaboratively with Account Management team to close business.
Develops sales proposals and presentations that are consistent with NFP standards; often requires assistance from more senior sales team members.
Responsible for developing and increasing sales and/or territory/industry sector by compiling lists of prospective customers for use as sales leads, based on information from sales technology stack, business directories, industry ads, trade shows, internet websites, and other sources.
Confers with management on setting and achieving integrated selling targets.
May get assistance or work on the clients of a Senior Advisor / Client Executive.
Reports actual results to team and utilizes tools such as Salesforce
Reviews sales results for assigned clients, strategizing changes and troubleshooting problems.
Increasingly exercises independent judgment subject to general supervisor support.
Performs other duties as assigned.