What are the responsibilities and job description for the Personal Risk Sales Advisor, (Hybrid/Remote - New England/NE) position at TalentAlly?
Who We Are
NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help 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. To learn more, please visit: https://www.NFP.com.
Job Summary
The Personal Risk Client Executive/Sales Advisor is P&C licensed and experienced in all facets of Personal Insurance, including proven sales skills. This New Business Department is a sales team whose primary role is to advise and deliver personal insurance products tailored to the specific needs of the prospective insured. In your role, you will be provided with leads from any/all non-solicited personal new business opportunities and or referrals presented to NFP. The expedited process of a Client Executive/Sales Advisor is conducted through a single-point-of-contact process, ensuring efficiency for the prospective insured while providing advice and creating an educated buying experience. Strong computer skills along with effective verbal, written and electronic communications are required. You should be able to perform within a team environment and build long lasting relationships with agency partners, company leadership and staff.
This is a full-time role offering a hybrid schedule from any of our New England or Northeast offices. We will consider a remote option for candidates with established Personal Lines/Risk sales and business development experience.
Essential Duties And Responsibilities
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 $50,000 - $65,000. Compensation also includes commission on new business, averaging $15,000 annually, with higher earnings potential for top performers. 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.
NFP and You... Better Together!
NFP is an inclusive Equal Employment Opportunity employer.
NAAIA2025
PDN-a06a3a07-495d-4354-98d5-5674dd9fe9fe
NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help 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. To learn more, please visit: https://www.NFP.com.
Job Summary
The Personal Risk Client Executive/Sales Advisor is P&C licensed and experienced in all facets of Personal Insurance, including proven sales skills. This New Business Department is a sales team whose primary role is to advise and deliver personal insurance products tailored to the specific needs of the prospective insured. In your role, you will be provided with leads from any/all non-solicited personal new business opportunities and or referrals presented to NFP. The expedited process of a Client Executive/Sales Advisor is conducted through a single-point-of-contact process, ensuring efficiency for the prospective insured while providing advice and creating an educated buying experience. Strong computer skills along with effective verbal, written and electronic communications are required. You should be able to perform within a team environment and build long lasting relationships with agency partners, company leadership and staff.
This is a full-time role offering a hybrid schedule from any of our New England or Northeast offices. We will consider a remote option for candidates with established Personal Lines/Risk sales and business development experience.
Essential Duties And Responsibilities
- Understand various Carrier Appetites and Carrier Websites.
- Work closely with Carrier Underwriters to determine risk placement.
- Utilize agency management system, rating system and carrier websites to provide accurate, timely quotes.
- Execute policy correspondence delivery per agency guidelines and procedures.
- Establish and maintain effective working relationships with co-workers, supervisors, and carrier representatives.
- Assist with special projects as assigned by management.
- Experience in P&C Personal Lines client-facing sales, along with knowledge of coverage needs.
- Ability to work independently and anticipate client and team needs.
- Effective time management and decision-making skills.
- Strong leadership and diligent follow-through skills.
- Ability to negotiate and express ideas clearly in both written and oral communications.
- Proficiency in MS Office suite, CRM- EPIC preferred, MS Teams.
- Influential presentation and public speaking abilities.
- Comprehensive experience with the New England/Northeast P&C markets.
- Self-confident to make sound independent decisions.
- Ability to successfully interact with a variety of people/personalities.
- A bachelor’s degree preferred. HS Diploma or GED is required with additional learning/certifications
- More than 3 years of directly related industry sales and service experience
- Property & Casualty Broker's License required upon hire
- CPCU, CPRIA, CAPI or other P&C designation preferred
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 $50,000 - $65,000. Compensation also includes commission on new business, averaging $15,000 annually, with higher earnings potential for top performers. 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.
NFP and You... Better Together!
NFP is an inclusive Equal Employment Opportunity employer.
NAAIA2025
PDN-a06a3a07-495d-4354-98d5-5674dd9fe9fe
Salary : $15,000 - $65,000
