Who We Are
We’re an eight-time Best Places to Work award winner in Business Insurance who has earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine. We are also recognized as an Elite Agency award winner and named as a Top Employee Benefits Firm. We are a leading Insurance Broker and Consultant that provides Employee Benefits, Property & Casualty, and Retirement and Individual Private Client solutions to help our clients reach and realize their goals because we believe business is personal. Our personal commitment to our team and our clients has created long-lasting and successful relationships across our growing 300+ nationwide offices and 17 international locations. To learn more, please visit: https://www.NFP.com.
Summary of Role: The Advisor Coordinator plays a critical role in supporting senior advisors in delivering exceptional retirement planning services. Responsibilities include assisting with business development activities, client communication, and preparation of presentations and reports. This position requires strong organizational skills, attention to detail, and the ability to thrive in a collaborative, fast-paced environment. The ideal candidate is proactive, customer-focused, and eager to contribute to the success of both clients and the team.
Essential Duties and Responsibilities:
- Initiate, qualify, and develop new business opportunities through inbound and outboard marketing activities
- Assist business executives with registering for NFP-sponsored conferences, events, and webinars
- Manage and organize event and project deliverables
- Coordinate introductory meetings and plan analysis appointments
- Meet key metrics including making a certain number of phone calls per week and per month
- Answer and refer phone and email inquiries
- Perform other duties as assigned
Knowledge, Skills, and Abilities:
- Excellent written and verbal communication skills
- Ability to apply problem-solving skills to complete tasks
- Strong working knowledge of Microsoft office products and/or other computer software systems
- Ability to work both independently and in a team environment with a positive attitude, proactive mindset, and entrepreneurial spirit
- Strong organizational skills with ability to multitask
- Ability to communicate and interface effectively with CEOs, CFOs, Executive Staff, and Human Resources professionals.
- Exceptional attention to detail and time management skills
- Ability to express ideas clearly in both written and verbal communications
- Experience using a CRM system (preferred)
- Be willing to work up to 30 hours per week (hours may be flexible)
Education and/or Experience:
- High school graduate (or equivalent)
- BA/BS degree or currently enrolled
What We Offer
NFP is 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.
The base salary range for this position is $40,000 – $50,000. 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.
NFP and You... Better together!
NFP is an inclusive Equal Employment Opportunity employer.
