Retirement Producer


Essential Duties and Responsibilities:

  • Produce revenue through sales to new and existing clients
  • Participate in team sales situations with other producers and personnel
  • Develop new business relationships
  • Develop and adhere to prospecting plan
  • Develop relationships with prospect contacts and carriers
  • Recommend solutions to prospects as appropriate
  • Present market analysis to clients and prospects
  • Lead the development of sales proposals and presentations
  • Work collaboratively with account management teams to close business
  • Partner with the Account Management team throughout the implementation process
  • Provide on-going service to clients
  • Negotiate and finalize contracts and pricing
  • Meet key metrics including revenue and number of prospects in pipeline, meetings per month and closed sales
  • Ensure all client data is entered into CRM System (SalesForce) in an accurate and timely manner
  • Additional duties as assignedKnowledge, Skills and/or Abilities
  • Ability to work collaboratively with others
  • Strong oral and written communication skills
  • Obtain and maintain appropriate licenses (Vermont Life, Health & Accident)
  • Ability to thrive in a fast-paced and demanding environment
  • Experience with salesforce.com preferred
  • Strong knowledge of employee benefit programs and compliance preferred


Education and/or Experience:
  • Three to five years of sales experience
  • Proven success selling services and working in a consultative sales role
  • College degree


See Inside the Office of NFP

Through a network of 3,800 employees in hundreds of offices across the U.S., Canada, and the U.K, NFP is a leading insurance broker and consultant that provides employee benefits, property & casualty, retirement, and individual private client solutions through its licensed subsidiaries and affiliates. The company’s expansive reach allows its sales producers to access the most highly rated insurers, vendors, and financial institutions in the industry, while locally-based employees tailor solutions to meet clients' diverse needs.


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