Consultant
Who We Are
NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. 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.
About the Role
The Consultant acts as the primary advisor for a portfolio of employee benefits clients, responsible for client happiness, retention, and growth. This role manages a book of business ranging from $500K to $5M in annual revenue. It develops and puts into action benefits strategies that improve client outcomes and find chances for growth. As the main contact, the Managing Consultant builds strong client relationships, delivers proactive solutions, and guarantees outstanding service. The position works closely with Account Managers, Producers, and other team members to complete annual service plans, coordinate key initiatives, and support account success. Success requires strong consultative skills, financial foresight, critical thinking, and a deep understanding of industry trends and fresh employee benefits solutions.
Long-term Planning
- Manage accounts in your book of business, making strategic decisions to optimize benefits for clients.
- Develop and put into action innovative strategies to improve client benefits and happiness.
- Identify and pursue opportunities for client growth, exploring new benefit options and solutions, and proactively seeking ways to make valuable contributions to their benefit plans.
Financial Management
- Manage an account generating $500K to $5M in yearly revenue.
- Meet financial goals and improve income by managing client relationships well.
- Strong financial skills are essential to reach these objectives.
Teamwork
- Work closely with the Account Manager Team to complete core work annually and ensure all deliverables are met.
- Coordinate and lead all aspects of the completion of key projects and initiatives throughout the year.
- Collaborate closely with the Managing Consultant and Producer to ensure the success of each account, aligning strategies and goals for seamless service delivery.
Knowledge, Skills, And/or Abilities
- Strong understanding of benefits administration, industry trends, and carrier products and services.
- Proven ability to manage client relationships and anticipate client needs.
- Excellent communication skills, both written and oral.
- Advanced Excel and PowerPoint skills.
- Ability to work independently and as part of a team.
- Strong analytical and problem-solving abilities.
- Passion for developing and building strength and capabilities in a team.
Education And/or Experience
- 6+ years of experience in employee benefits or a related field.
- Preferably a bachelor's degree or equivalent experience.
Certificates, Licenses, Registration
- Life & Health Insurance License
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.
Pay
The base salary range for this position is $73,300 – $117,300. 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.