Advisor-Retirement

NFP•Bethesda, MD

About The Position

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. NFP is an organization of consultative advisors and problem solvers, helping 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. This opening is for a Sr. Retirement Plan Advisor. Retirement plan advisors are employees who independently service and grow existing client relationships with limited responsibilities for business development. Typically, advisors are assigned to the client after the sales process is complete or have had the relationship transferred to them by an existing Advisor. The Sr. Advisor role is a salaried position, but comes with a revenue based retention bonus. All Sr. Advisors are encouraged to prospect and build their own book of business on which they are able to earn commissions on if appropriately licensed.

Requirements

A minimum of 5 years’ experience in the retirement plan industry
Knowledgeable regarding retirement plan design and compliance requirements
Knowledgeable regarding basics of investing and asset allocation, and a general understanding of the securities market
Top notch presentation skills
Customer service oriented, and work well in a team environment
Ability to work with computer databases and Microsoft Office Suite
Series 65 license

Nice To Haves

10+ years’ experience in the retirement plan industry
Life & Health license

Responsibilities

Quarterly investment reviews with clients
Relationship Management
Fielding retirement compliance and plan design questions with plan vendor assistance
Potential for growth to a managerial position leading an advisory team
Responsible for a book of 30-50 clients