NFP
We are an independent insurance broker and consultant. We provide property & casualty insurance, corporate benefits, and A LOT more!
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Putting People First

Healthy workplaces are built with employees who feel comfortable speaking up and expressing their thoughts, questions and concerns.

At NFP, our passion is building strong personal relationships based on trust, transparency and active communication to create the best possible work environment for our employees and deliver the best possible solutions to our clients.

 

A successful workforce drives business results by providing multiple perspectives to problems.

 

At NFP we bring new ideas to the table, listen to each other, promote each other’s ideas and tackle the tough stuff together to innovate and grow across recruitment, retention and culture, celebrating and bolstering individuality throughout our workforce through our Diversity and Inclusion and Women in Leadership panels.

 

“We must fiercely protect our core principles of being personal, genuinely caring for one another, developing one another and celebrating each other’s success.”

— Doug Hammond, Chairman and CEO

 

“Our respect for one another because of – not in spite of – our differences and walks of life is what makes NFP great. It’s the respect that feeds the bold ideas that thrust us forward into a bright and prosperous future.”

— Kim Davis, Chief Diversity & Inclusion Officer 

 

Career Opportunities

Bilingual Retirement Enrollment Advisor
Career description:Participant Education Specialist - conducting group and individual retirement plan participant education meetings. Specialist expected to increase employee participation, increase employee deferrals and provide investment education. Substantial training provided. Since there is a travel component to this role, we are flexible to someone living in Southern California or near any major airport in the Central US.General skill sets:Investment familiarity; Building and managing client relationships; Retirement plan knowledgeSelf-starter; Ability to multi-task and problem solve; Excellent written and verbal communication skills, bright, hardworking, enthusiastic, positive attitude.The position is an opportunity for ambitious, collaborative, self-starters, who have a strong desire to learn and create positive outcomes for employees who participate in the plan. This career offers much sought after and long-term, upwardly mobile opportunities. Financial growth over time can be significant for top performers who embrace the challenge of learning the diverse and significant technical requirements needed to be proficient.Specific responsibilities:Conduct group and individual participant education meetings in English and SpanishExperience:3 year's experience requiredCompany Culture:Highly collaborative, energetic, and enjoyable environment, with significant training, and interaction with colleagues, as well as members of the investment, consulting, and operations teams. Balanced work/home lifestyle company. Excellent working environment, benefits, and supportive environment, with growth potential for top performers.Requirements:Any one of FINRA Series 6, 63 or 65CFA and CFP field of study helpfulCollege degreeSpanish language fluencyTravel:After initial training, 60-70% out of officeMostly local travel initially (Southern CA),with some air travelHours:Full-time, full benefits
Bilingual Retirement Enrollment Advisor
Career description:Participant Education Specialist - conducting group and individual retirement plan participant education meetings. Specialist expected to increase employee participation, increase employee deferrals and provide investment education. Substantial training provided. Since there is a travel component to this role, we are flexible to someone living in Southern California or near any major airport in the Central US.General skill sets:Investment familiarity; Building and managing client relationships; Retirement plan knowledgeSelf-starter; Ability to multi-task and problem solve; Excellent written and verbal communication skills, bright, hardworking, enthusiastic, positive attitude.The position is an opportunity for ambitious, collaborative, self-starters, who have a strong desire to learn and create positive outcomes for employees who participate in the plan. This career offers much sought after and long-term, upwardly mobile opportunities. Financial growth over time can be significant for top performers who embrace the challenge of learning the diverse and significant technical requirements needed to be proficient.Specific responsibilities:Conduct group and individual participant education meetings in English and SpanishExperience:3 year's experience requiredCompany Culture:Highly collaborative, energetic, and enjoyable environment, with significant training, and interaction with colleagues, as well as members of the investment, consulting, and operations teams. Balanced work/home lifestyle company. Excellent working environment, benefits, and supportive environment, with growth potential for top performers.Requirements:Any one of FINRA Series 6, 63 or 65CFA and CFP field of study helpfulCollege degreeSpanish language fluencyTravel:After initial training, 60-70% out of officeMostly local travel initially (Southern CA),with some air travelHours:Full-time, full benefits
Business Development Coordinator
We are seeking a bright, energetic, experienced telemarketer who has sales experience to complete our expanding team at NFP Retirement. We offer companies game-changing solutions, processes, and systems, backed by highly personalized consulting support. As a Business Development Coordinator, you'll help us take the worry out of retirement planning so our clients can focus on their unique business needs.Primary Responsibilities:Make 75 - 100 sales calls a dayCoordinates with team members to obtain necessary informationAnswer and refers phone inquiriesUpdates databasesKnowledge, Skills, Abilities Required:Excellent written and oral communicationStrong organizational skills with ability to multi-taskAccurate typing skillsAbility to apply problem-solving skills to complete tasksMust work well in team environment with a positive attitudePreferred Experience:Strong working knowledge of Microsoft Office products and/or other computer software systemsPay Information:Full-time position or 40 hours a weekFirst 3 months hourly wage will be $15 an hour, after 91 days hourly wage drops to $12 an hour with the ability to earn commissionBenefits:We offer traditional benefits such as medical, dental, 401(k) with a match, flexible accounts and more.
Business Development Coordinator
We are seeking a bright, energetic, experienced telemarketer who has sales experience to complete our expanding team at NFP Retirement. We offer companies game-changing solutions, processes, and systems, backed by highly personalized consulting support. As a Business Development Coordinator, you'll help us take the worry out of retirement planning so our clients can focus on their unique business needs.Primary Responsibilities:Make 75 - 100 sales calls a dayCoordinates with team members to obtain necessary informationAnswer and refers phone inquiriesUpdates databasesKnowledge, Skills, Abilities Required:Excellent written and oral communicationStrong organizational skills with ability to multi-taskAccurate typing skillsAbility to apply problem-solving skills to complete tasksMust work well in team environment with a positive attitudePreferred Experience:Strong working knowledge of Microsoft Office products and/or other computer software systemsPay Information:Full-time position or 40 hours a weekFirst 3 months hourly wage will be $15 an hour, after 91 days hourly wage drops to $12 an hour with the ability to earn commissionBenefits:We offer traditional benefits such as medical, dental, 401(k) with a match, flexible accounts and more.
Account Manager, Corporate Benefits
Job Title: Account Manager IIJob Code: BAM1104EBusiness Line: Corporate BenefitsJob Family: BenefitsFLSA Status: ExemptLevel: 3BLocation: ___________Reports to: ___________ (Title)Summary: The Account Manager II is responsible for working with Advisors and Account Executives to service client accounts. The position requires day to day client servicing for a specific set of clients and entails a great deal of verbal, electronic and other written communications. The Account Manager II will manage the renewal and marketing process, and prepare materials for presentations and communications, in collaboration with their more senior team members. At this level, an Account Manager will lead open enrollment presentations and may take an active role in client meetings. Work is completed with a significant amount of independent discretion. While in this role, this person should be developing relationships with clients and carrier contacts and working proactively to effectively and efficiently deliver services to clients.Essential Duties and Responsibilities: Works proactively to develop relationships with carrier and client contacts; may take active role in meetings.Communicates directly with clients and carriers with collaboration with senior team members.Prepare and send the request for proposals to applicable insurance carriers and spreadsheets results as they come in. First draft of renewal presentation.Takes the lead on reviewing contracts, benefit plan summaries, and carrier source documents for accuracy in collaboration with the Account Executive or Advisor.May serve as a mentor to more junior team members; assists with training more junior team membersDevelops and maintains ongoing relationships with clients. Takes more of an active role in client meetings and calls.May have direct contact with clients and relies on a growing knowledge of the details of various insurance coveragesContinues relationships with carrier representatives to better understand available products and services in the marketplace and recommend them to clientsWork with advisors or more senior team members to identify the strategies to meet client needsReview & analyze request for proposals and insurance plan designs, negotiate with carriers and recommend renewal actions in drafts of presentations to be reviewed by Account ExecutivesAssist with client renewals and marketing and client meeting presentations; responsible for first draft of presentationsUpdate benefit guides, ensure client resources and communications are up to date following open enrollment or coverage changePrepare document and data for annual client compliance audits to be presented by Account ExecutiveAttend to client requests including product or vendor service or performance challengesEnsure 5500 form is filed and completed in a timely mannerAssembles updates for clients regarding appropriate industry trends and events, including all state and federal regulatory issues in conjunction with Account Executives or AdvisorsLearns about alternative funding strategies.General client service support in conjunction with the account management teamParticipate in client projects such as implementation of new business, open enrollment process, non-discrimination testing, etc.May provide informal leadership to more junior team members, based on experience, without official supervisory responsibility.Performs other duties as assigned and consistently makes independent judgments subject to general supervisor support.Knowledge, Skills, and/or Abilities: Knowledge of benefits administration, HealthCare Reform, industry trends, carrier products and servicesAbility to work independently and anticipate client and team needsEffective time management and decision making skillsDiligent follow up skillsAbility to express ideas clearly in both written and oral communicationsStrong Microsoft Excel and PowerPoint skillsCommanding presentation and public speaking abilitiesEducation and/or Experience: Associates degree (or equivalent), and BA/BS preferredMore than 3 years’ client service and/or industry and product line experienceCertificates, Licenses, Registration: Life, Accident and Health Insurance License required.Physical Demand: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this Job, the employee is regularly required to sit; use hands to handle or feel and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand and walk. Specific vision abilities required by this job include close vision and distance vision.
Account Manager, Corporate Benefits
Job Title: Account Manager IIJob Code: BAM1104EBusiness Line: Corporate BenefitsJob Family: BenefitsFLSA Status: ExemptLevel: 3BLocation: ___________Reports to: ___________ (Title)Summary: The Account Manager II is responsible for working with Advisors and Account Executives to service client accounts. The position requires day to day client servicing for a specific set of clients and entails a great deal of verbal, electronic and other written communications. The Account Manager II will manage the renewal and marketing process, and prepare materials for presentations and communications, in collaboration with their more senior team members. At this level, an Account Manager will lead open enrollment presentations and may take an active role in client meetings. Work is completed with a significant amount of independent discretion. While in this role, this person should be developing relationships with clients and carrier contacts and working proactively to effectively and efficiently deliver services to clients.Essential Duties and Responsibilities: Works proactively to develop relationships with carrier and client contacts; may take active role in meetings.Communicates directly with clients and carriers with collaboration with senior team members.Prepare and send the request for proposals to applicable insurance carriers and spreadsheets results as they come in. First draft of renewal presentation.Takes the lead on reviewing contracts, benefit plan summaries, and carrier source documents for accuracy in collaboration with the Account Executive or Advisor.May serve as a mentor to more junior team members; assists with training more junior team membersDevelops and maintains ongoing relationships with clients. Takes more of an active role in client meetings and calls.May have direct contact with clients and relies on a growing knowledge of the details of various insurance coveragesContinues relationships with carrier representatives to better understand available products and services in the marketplace and recommend them to clientsWork with advisors or more senior team members to identify the strategies to meet client needsReview & analyze request for proposals and insurance plan designs, negotiate with carriers and recommend renewal actions in drafts of presentations to be reviewed by Account ExecutivesAssist with client renewals and marketing and client meeting presentations; responsible for first draft of presentationsUpdate benefit guides, ensure client resources and communications are up to date following open enrollment or coverage changePrepare document and data for annual client compliance audits to be presented by Account ExecutiveAttend to client requests including product or vendor service or performance challengesEnsure 5500 form is filed and completed in a timely mannerAssembles updates for clients regarding appropriate industry trends and events, including all state and federal regulatory issues in conjunction with Account Executives or AdvisorsLearns about alternative funding strategies.General client service support in conjunction with the account management teamParticipate in client projects such as implementation of new business, open enrollment process, non-discrimination testing, etc.May provide informal leadership to more junior team members, based on experience, without official supervisory responsibility.Performs other duties as assigned and consistently makes independent judgments subject to general supervisor support.Knowledge, Skills, and/or Abilities: Knowledge of benefits administration, HealthCare Reform, industry trends, carrier products and servicesAbility to work independently and anticipate client and team needsEffective time management and decision making skillsDiligent follow up skillsAbility to express ideas clearly in both written and oral communicationsStrong Microsoft Excel and PowerPoint skillsCommanding presentation and public speaking abilitiesEducation and/or Experience: Associates degree (or equivalent), and BA/BS preferredMore than 3 years’ client service and/or industry and product line experienceCertificates, Licenses, Registration: Life, Accident and Health Insurance License required.Physical Demand: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this Job, the employee is regularly required to sit; use hands to handle or feel and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand and walk. Specific vision abilities required by this job include close vision and distance vision.
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