Sales Coordinator, Life & Wealth - LLQP - Military Veterans

NFP Corp

Business Line: Life & Wealth / Benefits

Hours Per Week: 35 (Full-Time)

Location: Ontario – Any, Hybrid (https://www.nfp.ca/about-nfp/find-an-office)

Job Duration: Full-Time, Permanent

About the Role 

At NFP, An Aon Company, we are currently looking for a sales coordinator who will support our inside sales team and assist them with their daily activities. You will have the opportunity to assist brokers and leaders and contribute to the team's overall success. 

What You’ll Do

• Primary support function would be to support inside sales.
• Assist the sales team with daily activities.
• Identify opportunities within current book of business and look for potential upsell.
• Handle initial reach out to clients for their opportunities.
• Review the client file and prepare sales packages for the advisors meetings.
• Sit in on calls with the advisors and assist in taking down next meeting notes and next steps.
• Coordinate with internal departments to fulfill meeting next steps where necessary.
• Handle follow ups with the clients post meeting.
• Manage sales documentations (meeting notes, proposals, relevant documents).
• Handle scheduling/coordinating meeting dates/times for clients and advisors from time to time.
• Provide tools and resources to help the sales team succeed.
• Communicate sales team goals and provide updates to leadership on where current pipeline items are.
• Participate in sales strategy sessions and provide feedback/idea.
• Support ongoing sales initiatives.
• Work on ad hoc projects/sales initiatives and events as they arise.
• Required to sell travel policies that generate within our existing client base.
• Required to explore and sell individual benefit solutions for referrals or from within our existing client base.

What You Bring

• Role requires an active LLQP
• Keep license in active standing and complete requirements to do so (CE credits)
• MS Office Experience
• Insurance experience would be considered an asset
• Outstanding people skills
• Strong Attention to detail

Who We Are

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. 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.

Our personal commitment to our team and our clients have created long-lasting and successful relationships across our growing 300+ Canadian, U.K, and U.S. office locations.

What’s In It For You

NFP’s PeopleFirst culture offers a multitude of benefits to employees and is a great place to call home.

• A hybrid environment approach that keeps the best interests of our staff and our clients in mind
• Annual bonus plan for all employees
• Matching RRSP plan of 5% of salary
• Referral Commission Plan
• Generous benefits plan including Health Care Spending Account starting on the first day of employment
• Full support for continuing education & internal opportunities to grow as an insurance professional to advance career
• Reimbursement of license fees and professional membership dues
• A global team of industry leaders focused on employee retention, client growth, industry innovation and collaboration

Our employees are the foundation of our success.

NFP is a big company — a growing, inclusive team of individuals supporting each other’s passions and engaging with the community.

Building a diverse, collaborative and innovative team requires leadership, deliberate action, and ongoing measurement. We actively support the well-being of our employees with benefits and programs driven by recognition, community, financial wellness tools, development and inclusion, fostering personal and professional growth that keeps us moving forward.

Beyond our office walls, we’re dedicated to serving the community around us. Every day we make proactive choices to take care of the communities in which we live and work.We contribute to different organizations, including Women in Insurance Cancer Crusade (WICC), Food Banks Canada, Indspire Canada and many more. From charity drives and community service outings to other company-sponsored events, our employees donate their time and raise funds on behalf of great causes across the country.

Our business is built on the personal level. Whether it’s in our offices, on a call, out in the field or anywhere you can find us in the world, we’re starting the conversations that create a more secure future for everyone.

Accommodations are available on request for candidates taking part in all aspects of the selection process.