Director (Insurance Advisor)​

Position: Director (Insurance Advisor)
Location: United States 
Company: NFP Insurance Solutions

​​

​

About Us
NFP Insurance Solutions is a leading life insurance brokerage firm dedicated to serving ultra-high-net-worth individuals and their advisors. We specialize in tailored strategies that safeguard wealth, optimize financial security, and create long-lasting legacies. With a team recognized for industry excellence—including Forbes Best-in-State and Best-in-Nation Financial Security Professionals—we are at the forefront of innovation and expertise in the life insurance and financial planning landscape.

​​

​

Position Summary

The Director at NFP Insurance Solutions plays a critical role in driving business growth through direct client engagement, fostering relationships with trusted advisors, and delivering customized life insurance solutions. This role is ideal for professionals with 4-5 years of insurance/financial services experience, or transitioning from similar industries, with a passion for learning and a desire to take their practice to the next level by developing expertise in life insurance and wealth preservation strategies for the ultra-high net worth.

​​

​

Key Responsibilities

• Develop and nurture relationships with advisors and ultra-high-net-worth clients, serving as a trusted resource to uncover and implement tailored life insurance strategies.

• Build knowledge in life insurance products, estate planning techniques, and tax-efficient solutions to identify and drive new business opportunities.

• Expand the firm’s reach by identifying opportunities for client engagement, establishing strategic partnerships, and creating a strong presence within financial and estate planning communities.

• Lead impactful meetings and presentations for clients, advisors, and industry partners to enhance relationships and support business development efforts.

• Collaborate with internal case design, underwriting, and service teams to deliver customized strategies, ensuring exceptional service and clear communication with clients and advisors.

​​

​

Qualifications

• Active life insurance license required (or willingness to obtain within a defined time frame).

• Minimum of 5 years of experience in sales, financial services, or a related field, with a strong interest in transitioning into the life insurance industry.

• Ability to work directly with high-net-worth individuals and their trusted advisors.

• Basic understanding of life insurance products and planning strategies.

• Strong interpersonal and communication skills with a consultative approach to client interactions.

• Entrepreneurial mindset with the ability to identify opportunities and drive growth.

• Ability to work independently and manage complex client relationships.

• Alignment with our core values and our approach to life insurance planning.

• Bachelor's degree required; advanced degrees or certifications (e.g., JD, CPA, CLU, CFP, CFA, CPWA) preferred.

​​

​

What We Offer

• Competitive compensation and benefits package.

• A dedicated case design, underwriting, service, and marketing team to support your success.

• Access to cutting-edge resources, tools, and support through Partners Financial and NFP’s extensive network to succeed in a highly specialized market.

• Opportunity to work with a team of recognized industry leaders known for delivering innovative solutions and driving exceptional outcomes.

• A collaborative culture dedicated to achieving impactful results.

​​

​

Join Us
If you are an experienced professional passionate about delivering innovative solutions and exceptional service to high-net-worth individuals, we invite you to join our team. At NFP Insurance Solutions, you’ll find a collaborative and supportive environment where your expertise will make a meaningful impact. Together, we help our clients protect and preserve their wealth for generations to come.