SVP, Consulting

NFP, an Aon company

Sales professional promoting Wealthspire's Executive Benefits solutions through partnerships and client relations. Driving new business and achieving profitability targets while managing sales processes.

Posted 6/3/2026full-timeRemote • North Carolina • 🇺🇸 United StatesLead💰 $150,000 - $230,000 per yearWebsite

About the role

Key responsibilities & impact

Promote Wealthspire’s Executive Benefits services to internal Wealthspire advisors
Create and maintain referral relationships with intermediaries and joint partnerships
Sell the complete offering of company services
Acquire new customers
Lead all aspects of the sales process
Ensure a seamless transition of customer responsibility to account management team
Achieve assigned sales quota
Meet assigned expectations for profitability

Requirements

What you’ll need

Bachelor’s degree required (Business, Finance, Economics, or related field)
MBA or advanced degree preferred
Relevant industry licenses (e.g., insurance, securities like Series 6/7/63, depending on scope) are typically required or strongly preferred
12–15+ years in sales, business development, or executive benefits/financial services of total professional experience

Benefits

Comp & perks

competitive salary
PTO & paid holidays
401(k) with match
performance-based incentives

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

sales processcustomer acquisitionprofitability management

Soft Skills

relationship buildingleadershipcommunication

Certifications

Bachelor’s degreeMBASeries 6Series 7Series 63