Vice President, Advanced Concepts and Training

NFP•Telecommuter, MN

2d•$101,000 - $200,000

About The Position

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.

Requirements

Juris Doctor (JD) required.
Minimum 10 years of experience in advanced life insurance planning, advanced markets, or similar consultative roles within the financial services industry.
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%

Nice To Haves

Advanced credentials (CLU®, ChFC®, CFP®) highly preferred.
Brokerage Industry experience is a plus

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.