Overview Base pay range: $52,000.00/yr - $75,000.00/yr. This is an Associate-Level role and is not a sales role. This full-time position offers a hybrid schedule from one of the following NFP offices: Warrington, PA; Atlanta, GA; Plymouth, MN; or Franklin, TN. Remote consideration may be possible for well-qualified candidates with BOLI experience. This role provides NFP Banking Practice Sales Support by modeling benefit and bank-owned life insurance (BOLI) proposals, evaluating proposed plans to provide accounting and related implementation guidance to clients, and providing review and analysis of proposed benefit plan designs. The position involves collaboration with team members, consultants, and client relationship managers to ensure plan accuracy, quality, and regulatory compliance. The role reports to the Senior Vice President of the Banking Practice and offers mentorship for growth and development.

Job Duties and Requirements BOLI & Financial Considerations:

Understand BOLI product design and appropriate uses

Know Non-Qualified Executive Benefit plans and BOLI funding strategies

Communicate tax, accounting, plan design, and regulatory technical information to Consultants and Client Relationship Managers, and support plan design analysis and product design

Working With Clients & Customers:

Model excellent customer service with internal and external clients by gathering information to understand circumstances, problems, and expectations

Assess how actions or plans affect clients; respond quickly to resolve problems

Seek feedback from manager, team members, and peers

Maintain a professional approach to communication that attracts and retains clients

Employee Conduct:

Take responsibility for actions and demonstrate ethical conduct

Honor commitments and accept responsibility for outcomes

Maintain necessary licenses and certifications and complete required continuing education

Operational Excellence:

Ensure high accuracy and attention to detail in finalizing proposals; collaborate to cross-check data and plan design integrity

Prepare final proposals based on results from Client Relationship Manager and system-generated materials

Coordinate with Client Relationship Managers and Quality Assurance to ensure accurate system data and that final proposals reflect plan design parameters

NFP’s PeopleFirst Requirements:

Collaborate with team to meet goals and deadlines; encourage knowledge sharing

Value diverse talents and foster inclusive team dynamics

Lead by example with inclusive behaviors such as mutual respect and open dialogue

Share relevant information to improve team performance

Support achievement of team performance targets

Acknowledge colleagues and recognize accomplishments

Education and Qualification Guidelines:

Bachelor’s or master’s degree in business (Accounting or Finance preferred). Equivalent work experience in banking, insurance, or non-qualified benefit plans may substitute for degree

Experience:

Three to five years of experience in a similar occupation is preferred; experience with BOLI or non-qualified benefit plans is preferred. Comparable experience in banking/financial institutions will be considered

Critical Requirements:

Advanced proficiency in Microsoft 365, including complex financial modeling in Excel or Power BI

Proficient in Word, SharePoint, Outlook, Teams, and Salesforce CRM

Life insurance license required at hire or within a designated time after hire

Additional Abilities:

Strong organizational skills with the ability to prioritize under tight deadlines

Analytical and problem-solving abilities

Excellent written and verbal communication skills

Excellent project and time management skills

What We Offer:

We offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. The base salary range for this position is $52,000–$75,000. The offered salary will depend on factors including experience, credentials, education, certifications, skill level, scope of the position, and geographic location. This role may be eligible for performance-based incentives.

NFP and You... Better Together! The company is an inclusive Equal Employment Opportunity employer.

Seniority level

Not Applicable

Employment type

Full-time

Job function

Consulting

Industries

Insurance

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