Financial Advising Consultant

National Financial Partners (NFP) is a national network of independent financial advisors consisting of over 180 owned firms and more than 320 members in 41 states and Puerto Rico, specializing in life insurance and wealth transfer, corporate and executive benefits, and financial planning and investment advisory.

 

NFP has two main corporate locations- New York and Austin.  The Austin offices of NFP are home to two of National Financial Partner Corp’s primary subsidiaries: NFP Insurance Services, Inc. (“NFPISIâ€�) and NFP Securities, Inc. (“NFPSIâ€�). NFPSI is a full-service independent broker dealer and registered investment adviser that provides a broad array of securities products and services constructed around the needs of corporate and affluent individual clients.  Together, these companies strive to deliver “best of breedâ€� support to independent distributors and their customers.

JOB DESCRIPTION

 

 

JOB TITLE:  Director, Professional Partnerships

DEPARTMENT:  Professional Partnerships REPORTS TO:  Assistant Vice President, Professional Partnerships

 

 

SUMMARY:

This position will play an integral part in helping NFP financial advisors generate revenue from their formalized revenue-sharing professional partnerships with CPAs, Banks and other centers of influence.  This position will be responsible for supporting the execution of programs that assist firms develop new partnerships and increase the productivity of existing partnerships.  The position will also consult with individual firms to guide them through Professional Partnerships process for building high-value revenue sharing partnerships.

 

 

ESSENTIAL DUTIES AND RESPONSIBILITIES: To perform this job successfully, individual must be able to perform each essential duty satisfactorily.

 

· Proactively build strong relationships with NFP’s financial advisors

· Market Professional Partnerships’ consulting services to NFP acquired and member firms to increase the number of productive Professional Partnerships

· Deliver Professional Partnerships consulting services to NFP acquired and member firms to increase productivity of the existing Professional Partnerships

· Assist NFP acquired and member firms in their professional partners in the formalization, licensing process and foundational planning of setting up their partnerships, including the creation of business/marketing plans.

· Develop and implement leading practices for establishing and growing Professional Partnerships

· Assist in the planning, marketing and execution of Professional Partnerships’ business development programs (e.g., Professional Partnership Forums)

· Assist advisors as they present the concept of a revenue-sharing partnerships to CPAs and other centers of influence

· Produce and distribute production reports to ensure consistent reporting on alliances formed

· Participate in recruit visits from produces exploring current alliances and on potential new alliances

· Meet or exceed department annual business plan goals

· Commitment to culture requires a demonstration of professionalism, accountability, customer/client focus, and teamwork

 

 

KNOWLEDGE, SKILLS, AND/OR ABILITIES:

 

· Professional communication and presentation skills; Ability to effectively speak in front of groups of advisors

· Self-starter with strong analytical skills

· Ability to build rapport with advisors and key business units in order to gain cooperation from others to promote sales growth

· Demonstrated ability in consultative sales

· Understanding of the independent financial services market is preferred

· Proven ability to drive sales and marketing results through a specified strategy

· Ability to troubleshoot and problem solve independently

· Ability to prioritize and manage multiple projects effectively

 

SUPERVISORY RESPONSIBLITIES:  None

 

EDUCATION AND/OR EXPERIENCE: 

 

· Bachelor’s degree required

· Minimum of 3 years experience in a financial services sales, consulting or marketing role

 

CERTIFICATES, LLICENSES, REGISTRATION:  Series 6 or 7 and life and health license required