LPL Financial Holdings, Inc.
AVP, Insurance Business Development
LPL Financial Holdings, Inc., San Diego, California, United States, 92189
Are 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 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 AVP, Insurance Business Development plays a key role in LPLIA's growth and success by developing an engagement strategy to implement both sales/marketing campaigns and events to drive sales through the insurance agency to achieve strategic goals. The role will focus on partnering with our institutional partnerships and the sales teams so that we can provide targeted messaging, product positioning and education tailored to the independent advisors and institutional relationships. The role will build executable sales plays/cadence for internal teams, report outcomes from campaigns and events, and continually refine sales plays/cadence to achieve desired outcomes. As needed, may require periodic travel to support in-person events.
Responsibilities:
In every interaction Provide Quality Customer Service
Anticipate institutional and advisor needs and proactively provide solutions to enhance the experience.Problem-solve myriad issues relating to compliance, operations, and technology concerns; Strive for one call resolution.Work collaboratively across business units to provide service and to facilitate cross referrals.Campaigns and Events
Oversee the Core Carrier program and sponsorship payments, reconciliation, and associated events.Plan and execute in person events, includes logistics, budgeting, and event coordination.Develop executable sales plays/cadence of activities for sales team to achieve target outcomes.Using sales enablement tools like salesforce and other technologies, build out and continually refine a cadence of activities for sales team to execute and record outcomes.Ensure sales team is prepared when introducing a new event and sales play/activity cadence that outlines advisor or institution target, key message/benefit, key activity outcomes and measures of success.Opportunity Pipeline Reporting
Create and refine outcome reporting to share with sales leadership and stakeholders.Evaluate and summarize key findings from the reporting results and propose adjustment to achieve targeted outcomes.Carrier Marketing
Working with Key Account Management within LPL and Carriers, maintain carrier reference materials on products, concepts, and software.Maintain the sales team's carrier/product reference tool.Sales and Marketing Knowledge Base
Oversee the maintenance of sales/marketing knowledge base to assist sales team with product, concept, and positioning materials.Oversee the maintenance of both advisor and client facing carrier reference materials.Personal Development
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 educationWhat 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:
3+ years experience in sales and/or marketing of insurance products is required.Experience using data and metrics to drive improvementsExperience with Excel or Tableau (data manipulation, macros, charts and pivot tables)Experience building, executing and scaling cross-functional marketing programsExperience communicating results to senior leadershipPreferred:
Experience creating and executing integrated marketing lead generation campaigns using tactics that include live or virtual events, webinars, email, lead nurture programs, and CRM/sales insightsExperience with Salesforce and TableauAbility to develop strong working relationships with sales partners.Ability to understand and simplify complex products, sales concepts, and strategies.Experienced in developing marketing campaigns, launching new products, managing portfolio of existing materials, websites, and other resources.Crafting and articulating a marketing strategy that aligns to sales goals and key marketing metrics.Excellent written, verbal, and interpersonal communication skills.Strong organizational skills and keen attention to detail.Problem-solving skills, professionalism, and judgment.Ability to mentor/coach other team members toward achieving a shared goal.Strong collaborator, self-starter with a strong work ethic.
Pay Range:$104,100.00 - $173,500.00
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. 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. 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.
Want to hear from our employees on what it's like to work at LPL? Watch this!
We take social responsibility seriously. Learn more here
Want to see info on our benefits? Learn more here
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 (855) 575-6947.
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 AVP, Insurance Business Development plays a key role in LPLIA's growth and success by developing an engagement strategy to implement both sales/marketing campaigns and events to drive sales through the insurance agency to achieve strategic goals. The role will focus on partnering with our institutional partnerships and the sales teams so that we can provide targeted messaging, product positioning and education tailored to the independent advisors and institutional relationships. The role will build executable sales plays/cadence for internal teams, report outcomes from campaigns and events, and continually refine sales plays/cadence to achieve desired outcomes. As needed, may require periodic travel to support in-person events.
Responsibilities:
In every interaction Provide Quality Customer Service
Anticipate institutional and advisor needs and proactively provide solutions to enhance the experience.Problem-solve myriad issues relating to compliance, operations, and technology concerns; Strive for one call resolution.Work collaboratively across business units to provide service and to facilitate cross referrals.Campaigns and Events
Oversee the Core Carrier program and sponsorship payments, reconciliation, and associated events.Plan and execute in person events, includes logistics, budgeting, and event coordination.Develop executable sales plays/cadence of activities for sales team to achieve target outcomes.Using sales enablement tools like salesforce and other technologies, build out and continually refine a cadence of activities for sales team to execute and record outcomes.Ensure sales team is prepared when introducing a new event and sales play/activity cadence that outlines advisor or institution target, key message/benefit, key activity outcomes and measures of success.Opportunity Pipeline Reporting
Create and refine outcome reporting to share with sales leadership and stakeholders.Evaluate and summarize key findings from the reporting results and propose adjustment to achieve targeted outcomes.Carrier Marketing
Working with Key Account Management within LPL and Carriers, maintain carrier reference materials on products, concepts, and software.Maintain the sales team's carrier/product reference tool.Sales and Marketing Knowledge Base
Oversee the maintenance of sales/marketing knowledge base to assist sales team with product, concept, and positioning materials.Oversee the maintenance of both advisor and client facing carrier reference materials.Personal Development
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 educationWhat 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:
3+ years experience in sales and/or marketing of insurance products is required.Experience using data and metrics to drive improvementsExperience with Excel or Tableau (data manipulation, macros, charts and pivot tables)Experience building, executing and scaling cross-functional marketing programsExperience communicating results to senior leadershipPreferred:
Experience creating and executing integrated marketing lead generation campaigns using tactics that include live or virtual events, webinars, email, lead nurture programs, and CRM/sales insightsExperience with Salesforce and TableauAbility to develop strong working relationships with sales partners.Ability to understand and simplify complex products, sales concepts, and strategies.Experienced in developing marketing campaigns, launching new products, managing portfolio of existing materials, websites, and other resources.Crafting and articulating a marketing strategy that aligns to sales goals and key marketing metrics.Excellent written, verbal, and interpersonal communication skills.Strong organizational skills and keen attention to detail.Problem-solving skills, professionalism, and judgment.Ability to mentor/coach other team members toward achieving a shared goal.Strong collaborator, self-starter with a strong work ethic.
Pay Range:$104,100.00 - $173,500.00
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. 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. 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.
Want to hear from our employees on what it's like to work at LPL? Watch this!
We take social responsibility seriously. Learn more here
Want to see info on our benefits? Learn more here
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 (855) 575-6947.