Are you a team player with a growth mindset? Are you interested in working on meaningful projects? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for you!
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve, supporting more than 22,000 financial advisors, 1,100 institution-based investment programs, and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice.
Job Overview:
The primary purpose of the Sr. Internal Sales Consultant, Life Insurance is to support activities that drive success for LPL Financial Advisors within the assigned territory. This is achieved by providing support of the various insurance products such as features, benefits, pricing, competitive comparisons, or leveraging tools and technology. Most importantly, this role provides comprehensive case consultations in which individual clients/prospects are researched on behalf of the advisor.
The Sr. Internal Sales Consultant is the subject matter expert and must demonstrate a high level of product knowledge, professionalism, and attention to detail in order to be a trusted consultant for financial advisors. The split between outbound and inbound calls is 80/20.
Responsibilities:
- Training & Education - Consult with financial advisors about all aspects of product & services to match the most applicable combination of practice management, economics, features and functionality to the client's needs.
- Case Consultations & Design – Consult with advisors to understand client needs, provide case design, risk class assessment, illustrations and recommend suitable products and carriers to meet those needs.
- Advanced Concepts & Marketing - Provide overview of advanced sales concepts, consult with carrier wholesalers and refer cases to our Business Development officers or Premier Case Service as necessary.
- Collaborate with various stakeholders to drive insurance sales, including external Business Development officers, case management team, insurance carrier representatives, and others as needed.
- Consult on supporting technology including ClientWorks, iPipeline, WinFlex, and other related presentation and proposal tools.
- Articulate our value proposition and four pillars of support and provide an overview of advanced sales concepts.
- With little direct supervision, problem solve a myriad of issues relating to compliance, operations, and technology concerns.
- Leverage skills to diagnose advisor and client needs to provide appropriate options for consideration.
- Assist advisors with analyses of existing prospect portfolios.
- Through training maintain up-to-date job knowledge on proposal tools and other resources that assist advisors throughout the sales and service process with investors.
- Work collaboratively across business units to provide service and to facilitate cross referrals.
- Participate in appropriate professional development activities to best provide support to advisors and their clients which may include pursuit of certain professional designations and continuing education.
What are we looking for?
We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team-oriented, and are able to execute in a way that encourages creativity and continuous improvement.
Requirements:
- Bachelor’s degree in Business, Economics, Finance, or related.
- Life & Health license, Series 7, Series 6, Series 66, or 63/65.
- 5+ years in a related sales or consulting function.
- Very strong knowledge of Life Insurance products, general brokerage background helpful.
- Demonstrated excellent customer service skills including communication skills (both verbal and written).
- The ability to multitask and follow up, as well as the ability to maintain a positive client experience while diffusing tense situations.
Pay Range: $86,800.00-$144,700.00/year. The pay salary range is inclusive of base salary and potential sales incentive compensation based upon the applicable incentive compensation plan for this position. Base salary is determined on several factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location.
Why LPL?
At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.
We are one team on one mission. We take care of our advisors, so they can take care of their clients.
Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.
Information on Interviews: LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.
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