Top 12246 Insurance Advisor Jobs

Life Insurance Case Design Analyst
NFP Corp —Remote
- $55,000 - $75,000 a year
- Full-time
- Remote
- Mid-level
- High school diploma or GED
- US work authorization
- Health savings account
- Paid holidays
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Financial Advisor (Remote, Entry-Level)
Borrego Financial —Remote
- Up to $10,000 a month
- Part-time
- Remote
- Background check
- 18 years or older
- Management
- Professional development assistance
- Flexible schedule
Quick Apply
9d
Remote Life Insurance Representative
JLFB —Remote
- $48,592.11 - $58,519.53 a year
- Part-time
- Remote
- Background check
- 18 years or older
- Management
- Work from home
- Flexible schedule
Quick Apply
Mortgage Loan Originator, Investment Advisor, Insurance Consultant
Martinez Family Group —Remote
- $50,000 - $100,000 a year
- Part-time
- Remote
- 18 years or older
- No experience needed
- US work authorization
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Remote Financial Representative
Rise Above Financial —Remote
- $2,000 - $6,000 a month
- Part-time
- Remote
- Background check
- Financial services
- Entry level
- On-the-job training
- Work from home
Quick Apply
13d
Financial Advisor
Hudnall Capital Advisors —Remote
- $75,000 a year
- Remote
- Analysis skills
- Math
- Communication skills
- Life insurance
Quick Apply
Associate Financial Advisor - Wisconsin Heartland Associates
Thrivent —Madison, WI
- $36,000 a year
- Full-time
- Background check
- Mid-level
- Office
- 401(k)
Quick Apply
Team-Based Financial Advisor - Apex Financial Group (Manitowoc)
Thrivent —Manitowoc, WI
- $24,000 a year
- Full-time
- Microsoft Word
- Background check
- Microsoft Excel
- AD&D insurance
- Health insurance
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Financial Advisor - North Central Florida Group - Tallahassee, FL
Thrivent —Tallahassee, FL
- Full-time
- Background check
- Private practice
- Bachelor's degree
- Paid training
- AD&D insurance
Quick Apply
Financial Advisor - Abide Wealth Advisors
Thrivent —Sioux City, IA
- $90,198 - $165,000 a year
- Full-time
- Background check
- Mid-level
- Business development experience
- Paid training
- AD&D insurance
Quick Apply
Financial Advisor - Tulsa and surrounding suburbs
Thrivent —Tulsa, OK
- Background check
- Mid-level
- Business development experience
- Paid training
- AD&D insurance
Quick Apply
Paraplanner - Heart of Texas Associates
Thrivent —San Antonio, TX
- $50,000 - $80,000 a year
- Full-time
- Microsoft Excel
- Customer service
- Research
- Paid time off
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Financial Advisor - Missoula / Butte / Great Falls / Havre / Kalispell / Billings / Helena / Bozeman and surrounding areas
Thrivent —Butte, MT
- Background check
- Mid-level
- Business development experience
- Paid training
- AD&D insurance
Quick Apply
Financial Advisor - Appleton, WI and Surrounding Areas
Thrivent —Appleton, WI
- Background check
- Mid-level
- Business development experience
- Paid training
- AD&D insurance
Quick Apply
Financial Advisor - Madison and Surrounding Areas
Thrivent —Madison, WI
- Background check
- Mid-level
- Business development experience
- Paid training
- AD&D insurance
Quick Apply
Financial Advisor
Northwestern Mutual —Temple, TX
- $48,000 - $350,000 a year
- Full-time
- Hybrid work
- Background check
- Sales
- Customer service
- Paid training
- Health savings account
Quick Apply
Financial Advisor - Green Bay, WI and Surrounding Areas
Thrivent —Green Bay, WI
- Background check
- Mid-level
- Business development experience
- Paid training
- AD&D insurance
Quick Apply
Director of Planning Operations – Voyage Financial Advisors
Thrivent —Stevens Point, WI
- $90,000 - $135,000 a year
- Full-time
- Hybrid work
- Background check
- Office
- 3 years
- Profit sharing
- Disability insurance
Quick Apply
Licensed Personal Lines Insurance Sales Advisor (Hybrid)
Horan Companies, Inc —Baldwinsville, NY
- $32 - $35 an hour
- Full-time
- Hybrid work
- Mid-level
- Office
- Microsoft Office
- Paid holidays
- Health insurance
Quick Apply
Sales Account Executive / Insurance Producer - Kingston, NY
ULSTER INSURANCE SERVICES INC —Kingston, NY
- $45,000 - $150,000 a year
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Paid holidays
- Health insurance

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Life Insurance Case Design Analyst

NFP Corp -
Remote

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Job Details

Full-time
$55,000 - $75,000 a year

Benefits

Health savings account
Paid holidays
Dental insurance
Flexible spending account
Paid time off
Vision insurance
401(k) matching
Employee discount
Life insurance

Qualifications

Life insurance knowledge
High school diploma or GED
Productivity software

Full Job Description

Who We Are:

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com.

This position supports Diversified Brokerage Services (DBS), a subsidiary of NFP and one of the largest brokerage general agencies in the United States specializing in life insurance. With more than 50 years of industry experience, DBS has refined its strengths and processes to deliver an exceptional experience for the advisors we serve. To learn more about the “DBS Difference,” please visit: https://dbs-lifemark.com.

About the Position:

This is not a fine arts or IT programs design role.

The ideal candidate will provide Case Design support to financial professionals by applying advanced product knowledge to develop quotes and create illustrations. This individual will also conduct additional fact-finding to thoroughly assess client needs and deliver comprehensive support to agents. In addition, they will equip advisors with detailed illustrations and training designed to help drive sales.

This role is open to a fully remote work arrangement Monday - Friday 8am to 5pm CT. When working from home, employees must maintain a private and secure workspace to protect company equipment and correspondence, have reliable high-speed internet, remain present and responsive online, and minimize personal interruptions during the workday.

Growth Opportunities:

This role offers meaningful opportunities for growth within the company, making it an excellent fit for someone who is enthusiastic, motivated, and eager to contribute to a positive, well-established work environment. It also provides the chance to build a career path that is both impactful and rewarding.

Essential Duties and Responsibilities:

Provide case design support through phone and Teams consultations, delivering creative, tailored solutions that align with plan objectives, health history, funding strategies, competitive positioning, and carrier-specific strengths.
Apply sound judgment, analytical thinking, and a high degree of independence to evaluate each case, develop recommendations, and clearly communicate conclusions to clients and advisors.
Evaluate insurability by aligning proposed insureds with carriers and products that best support client objectives. Develop original solutions and alternatives, identify the circumstances in which each recommendation is most appropriate, and provide alternative illustrations when needed to strengthen the quality of the solutions presented.
Document each interaction in the CRM system and complete timely follow-up activities for every case. Identify new opportunities and take appropriate action to capitalize on them.
Make proactive outreach calls to follow up on meaningful revenue opportunities. Connect with top advisors to share relevant information and guidance, and identify new ways to support and grow their business.
Contribute as an effective team player by bringing complementary skills and sharing valuable ideas, perspectives, and feedback that strengthen the Case Design Team.
Attend carrier meetings, participate in conference calls and webinars, and collaborate with fellow Case Designers and other channels to stay current on carrier and industry developments.
Perform other duties as assigned.

What We’re Looking For:

Thorough knowledge of life insurance products, planning techniques, illustration platforms, and CRM systems.
Strong ability to serve as an internal sales resource for retail life products within key accounts, partnering as needed with the external sales team.
Skilled at identifying case elements that require special attention and recognizing opportunities that may lead advisors to solutions they might not have otherwise considered.
Industry experience that supports the ability to speak the advisor’s language and understand the competitive landscape, product positioning, and key product details.
Ability to develop and maintain a strong understanding of DBS, our advisors, and our products, services, and approach, while building and sustaining strong relationships with internal and external clients, vendors, and industry organizations to further expand DBS’s presence and influence within the industry.

Education and/or Experience:

High school diploma or equivalent required; additional education or professional training preferred.
Extensive experience providing sales desk support to agents in a BGA or home office environment.
Strong life insurance knowledge, preferably gained in a Case Design role or brokerage agency setting. Personal sales experience is not required but is considered a plus.
Experience with Winflex Web, Ensight, and Salesforce is preferred.
Proficiency with Microsoft Office Suite is required

Certificates, Licenses, Registration

Life & Health License preferred or able to obtain within 90 days of hire.

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. The base salary range for this position is $55,000 to $75,000. 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.

Pay: $55,000.00 - $75,000.00 per year

Benefits:

401(k) matching
Dental insurance
Flexible spending account
Health savings account
Life insurance
Paid time off
Vision insurance

Application Question(s):

Do you have experience supporting life insurance case design in a brokerage general agency (BGA) environment?

Experience:

Life Insurance Case Design: 3 years (Required)

Work Location: Remote

Quick Apply

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