NFP, an Aon company

VP, Advanced Concepts and Training – Life Insurance, Related Products

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

Lead

About the role

  • 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

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 & Tools
advanced life insurance planningsales conceptsadvisor training programstechnical content developmentlegislative and regulatory analysisclient-specific solutionsbusiness owner planningestate planningpersonal life insurance planningconcept adoption
Soft Skills
written communicationverbal communicationpresentation skillscollaborationconsultative skillstrainingleadershipclient engagementresults-driven mindsetgrowth driving
Certifications
Juris Doctor (JD)CLU®ChFC®CFP®