EndereçoAre you a team player? Are you curious to learn? Are you interested in working in meaningful projects? Do you want to work with cutting-edge technology? 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 18,000 financial advisors, 800 institution-based investment programs and 450 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. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.
Job Overview:
Our VP Insurance Business Development will be responsible for proactively driving life, LTC and DI insurance sales within the Western US Territory serving both LPL institutional clients and independent advisors with a particular focus on larger permanent life cases. As the VP of Insurance Business Development, you will engage with LPL advisors to uncover insurance opportunities through book and policy reviews as well as provide point of sales support.
This position will also function as an informal leader within our Insurance sales team. Responsibilities include regular contact with other LPL insurance team professionals (including internal sales consultants and case managers) as well as building relationships with LPL stakeholders across other disciplines (e.g., Financial Planning, Private Client, Sales Channel leaders). Assistance will be needed periodically for onboarding larger producing groups or advisors and working with LPL’s recruiting efforts to educate new recruits on the LPL Insurance offering.
Some of the activities and strategies that will be used to successfully grow insurance include:
Proactive outreach: 1:1 meetings, small to mid- size group meetings, prospecting phone calls, targeted sales campaigns, webinars and client events.
Point of sale support: Help advisors close business with end clients on phone calls and in person meetings
The role will be approximately 75% field-based and 25% phone/video work. The phone work will consist primarily of proactively reaching out to advisors across the LPL advisor population in order to build relationships, help advisors identify opportunities and drive LPL Insurance sales.
The field work will primarily consist of face to face advisor meetings, small group meetings, LPL workshops/conferences and some larger group settings.
Responsibilities:
The position requires extensive phone and video call work that will include making daily outbound sales calls to help advisors increase their Insurance Business. This includes methodical profiling, book reviews, policy reviews and consistent outreach and follow-up, and targeted marketing campaigns.
This position will require hosting and presenting on conference calls and webinars in order to drive sales results. This role requires the ability to match style, tone and pace with many different types of advisors across various experience levels.
The position will offer point of sales support to advisors with their clients to help close business
This position involves tracking large cases and proactively working with the team and the advisor to move cases to closing.
The position requires extensive travel to LPL advisor office, branches, seminars and conferences and to advisor and institutional meetings.
This position will partner with management, the sales organization, LPL departments and our insurance carriers to drive forward the business plan to achieve sales goals.
This position will assist other business units with insurance-related questions and requests, as needed. Serve as a Subject Matter Expert (SME) on life insurance.
The position will participate in various departmental projects, when assigned.
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
Series 6 (or 7) and 63, Life Insurance license required
5+ years life insurance sales or brokerage experience (BGA experience preferred)
Preferences:
CLU, ChFC, or CFP, or willingness to obtain
Proven track record of sales success
Excellent phone communicationand interpersonal skills required
Self-starter, detail oriented and process focused
Self-disciplined, with the ability to be proactive with strong follow-up mentality
Winflex, Ensight or other multiple insurance carrier illustration systems
Ability to Interact well with all departments inside of LPL Financial
Presentation and business planning experience required
Ability to handle high volume and fast paced environment
Pay Range:
80,000-120,000/year Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. This position is also eligible to earn sales incentive compensation. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. This position is also eligible to earn sales incentive compensation. Your recruiter will be happy to discuss all that LPL has to offer! 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.
Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.
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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 @lp lfinancial.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 (800) 877-7210.
