Vice President, Advanced Concepts and Training
NFP, an Aon company
full-time
Posted on:
Location Type: Remote
Location: Minnesota • United States
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Salary
💰 $101,000 - $200,000 per year
Job Level
About the role
- Serve as the firm’s leading expert on life insurance planning strategies, legislative developments, and advanced sales concepts
- 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 FAs and sales team
Requirements
- Juris Doctor (JD) required
- Advanced credentials (CLU®, ChFC®, CFP®) highly preferred
- Minimum 10 years of experience in advanced life insurance planning, advanced markets, or similar consultative roles within the financial services industry
- Brokerage Industry experience is a plus
- 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%
Benefits
- competitive salary
- PTO & paid holidays
- 401(k) with match
- exclusive discount programs
- health & wellness programs
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
life insurance planningadvanced sales conceptslegislative developmentsbusiness planningestate planningpersonal planningsales trainingtechnical content developmentcomplianceresults-driven sales concepts
Soft skills
written communicationverbal communicationpresentation skillscollaborationtrainingconsultative skillsclient engagementthought leadershipproblem-solvingadaptability
Certifications
Juris Doctor (JD)CLU®ChFC®CFP®