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Form of workWho We Are
This position will support Diversified Brokerage Services (a subsidiary of NFP). NFP is a seven-time Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We’re a recognized Elite Agency award winner and a leading property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor. NFP provides solutions enabling client success through the expertise of over 8,000 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors and financial institutions. To learn more, please visit: https://www.NFP.com.
Summary
This position exists to provide DBS with a dedicated resource focused on acquiring and growing relationships with new individual brokers, producer groups and national accounts as well as growing relationships with existing brokers, producer groups and national accounts. This is an independent contributor role with no direct reports. The focus is on providing direction on production goals, account status, trends, and marketing initiatives. This will be accomplished by gaining and maintaining a deep understanding of the client organization’s wants, needs, and processes. We work with insurance agents, brokers, and financial advisors across the country to help them secure life insurance products for their clients who want to protect their families or their businesses. We take pride in the fact that we are directly responsible for insuring thousands of people nationwide as one of the leading distributors of life insurance in the nation. FINRA: Series 6 or 7, or 63 is required.
Are you a person that is ready for a new challenge? Do you have life insurance experience and knowledge? Perhaps you have what it takes to be one of the National field relationship managers for one the country’s largest brokerage general agencies: DBS. We are looking to bring in new talent in our Northwest Region for client coverage in the following States: Washington State, Oregon, California (northern), Idaho, Montana and Alaska. If you are ready to take the next step in your career and you have the required experience and credentials, we’d like to talk to you.
This is a full-time, salary plus commission role working remotely within one of the regions listed. You will travel within your assigned region to support clients and your target premium revenue goals.
Essential Duties and Responsibilities
This job description is not intended to be a complete and exhaustive statement of the requirements of the job. It is more representative of what is typical of this job.
- Implement key account strategies and processes with all accounts. Gold sheet, action plan, and strategic marketing plan
- Develop existing broker/account relationships and manage recruiting for new broker/accounts
- Regularly communicate the status of your accounts to the DBS team; keeping them informed of pertinent issues, especially during the onboarding process
- Continued development of industry, concept, carrier, and product knowledge
- Contribute to the overall success and profitability of the agency
- Meet or exceed acquired and assigned account production goals
- Implement key account strategies and processes with all accounts including Gold Sheet, action plan, and strategic marketing plan
- Regularly communicate the status of your accounts to the DBS team, keeping them informed of pertinent issues, especially during the onboarding process
- Continued development of industry, concept, carrier, and product knowledge
Education and/or Experience
- Past sales and relationship management experience in the life insurance industry required
- FINRA: Series 6 or 7, or 63 is required
- College degree or other higher education preferred
- Life and Health License preferred
Knowledge, Skills, and/or Abilities
- Leadership, organizational skills, people skills, flexibility, team orientation, ability to travel, ability to manage a budget, good written and oral communication, ability to plan and prioritize
- Team Participation: Must work effectively in a diverse group of people as a team member
- Must have the ability to travel within assigned region approx 50% (typically, same-day or short overnight trips and others as required)
- MS Office Suite and Salesforce (or similar CRM), Concur (or related expense management) required
- Able to quickly learn new business/communications systems and technologies
- Ability to communicate in a professional manner
- High focus on quality and customer satisfaction
- Flexible and able to react to change in a productive and positive manner
- Strong work ethic and ability to work with a sense of urgency
- Ensures that all DBS customers are provided service that is complete, accurate, prompt, confidential, and courteous
What We Offer
We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $54,000 – $75,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
NFP and You... Better Together!
NFP is an inclusive Equal Employment Opportunity employer.
