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AVP, Institutional Insurance Business Partner

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Job ID R-025690 Date posted 09/21/2022 Primary Location SC-Fort Mill Other Locations CA-Remote

Do you have a strong ability build relationships with insurance program managers at large Financial Institutions? 

Do you have a strong understanding of the life insurance sales process in Bank/Financial Institution setting? 

Do you have the ability to lead people on a collaborative mission?

Do you have the ability to work with our Carrier partners to develop field workshops and training events?

Do you have the customer focus to respond to escalated issues by pulling people together to solve the problem?

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:

The LPL Insurance Associates team within LPL’s National Sales & Consulting division is looking for an experienced relationship manager that will serve as the primary insurance point of contact for our largest bank/institutional relationships.  You will partner with the bank and carrier partners to deliver excellent training events, resolve issues and help grow insurance sales.


  • Help the bank/institutional partner achieve their insurance growth goals.
  • Resolve any insurance related issues raised by the bank
  • Partner with Carriers and the LPLIA team to deliver high quality advisor training events
  • Develop marketing and field engagement calendar for the bank
  • Drive bank NPS scores higher (both for advisors and bank program managers)
  • All other duties as assigned by management

What are we looking for?

We want strong collaboratorswho 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.


  • BGA or Carrier field wholesaling experience with Life and LTC/hybrid products
  • Strong knowledge of life insurance sales concepts especially in a bank setting
  • Ability to use data to help drive sale efforts
  • Strong relationship management and problem resolution skills
  • BA/BS degree in Business, Communications, Marketing, Finance (or a related discipline) is preferred

Core Competencies:

  • High level of self-motivation is required
  • World-leading customer service skills is required
  • Strong organizational skills, attention to detail, and ability to work in a fast paced environment is required
  • Effective communication and writing skills are required
  • Ability to work within a team and take the initiative
  • Positive attitude
  • Commitment to excellence and integrity

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 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.

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employees on what it's like to work at lpl?

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We take social responsibility seriously.

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