LPL Financial
Sr Internal Insurance Consultant
LPL Financial, San Diego, California, United States, 92189
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. 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: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 recommends suitable products and carriers to meet those needs. Assure appropriate sales materials are packaged to the advisor and engage them to help them understand and make adjustments to the case as needed. Engage with advisors to help them offer and sell the products.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. Assist business development by developing awareness of events, initiatives and respond to questions surrounding them. Participate in recruiting events.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. Maintain current knowledge and understanding of LPL's offerings, Sponsor products, market dynamics and industry trends, etc.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. Incentive compensation is dependent on achievement of goals set forth in the incentive compensation plan. Additionally, LPL's 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. 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.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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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. Incentive compensation is dependent on achievement of goals set forth in the incentive compensation plan. Additionally, LPL's 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. 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.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.
#J-18808-Ljbffr