Advisor
6 months ago
**Who We Are**:
**Summary of Role**:
The Advisor has responsibility for growing organic revenue with clients. This individual is responsible from maintaining and growing an assigned book of business. Develops relationships with prospects and key client contacts.
**Essential Duties and Responsibilities**:
- Initiates, qualifies and develops new business relationship using assigned list of prospects.
- Targets smaller, less sophisticated accounts, with expectations of developing skills to support larger, more complex accounts. May be assigned to specific business line and/or client segment.
- Meets key metrics including revenue and number of prospects in pipeline, meetings per months and closed sales.
- Works collaboratively with Account Management team to close business; May jointly service the client together with an Account Manager and/or an Account Executive.
- Develops sales proposals and presentations that are consistent with NFP standards; often requires assistance from more senior sales team members
- Responsible for developing and increasing sales for assigned book of business and/or territory/industry sector by compiling lists of prospective customers for use as sales leads, based on information from newspapers, business directories, industry ads, trade shows, Internet websites, and other sources
**Knowledge, Skills, and/or Abilities**:
- Knowledge of retirement plan industry trends, carrier products and services
- Ability to work independently and anticipate client and team needs
- Effective time management and decision making skills
- Diligent follow up skills
- Ability to express ideas clearly in both written and oral communications
- Strong Microsoft Excel and PowerPoint skills
- Commanding presentation and public speaking abilities
**Desired Experience**:
- More than 3 years of directly related industry experience.
**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.
**NFP and You... Better Together**
- NFP values diversity and is an inclusive employer._
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