Job ID R-027016Date posted 11/22/2022Primary Location SC-Fort Mill
Are you excited about the opportunity to connect advisors to technology that can grow and evolve their business?
Do you have experience with selling leading technology?
Are you passionate about learning and understanding digital systems and processes, and sharing that knowledge with others?
Are you some who thrives in a fast-paced, customer-focused environment?
Job Overview: As the AVP, Technology Pre-Sales Demonstrator, you’ll work directly with independent advisors and financial institutions that are interested in joining LPL. As the subject-matter expert on LPL’s core technology, you’ll be responsible for demonstrating the value of our platform to prospects and how it can make a positive impact on their business. You’ll play a key role in the sales process and be an instrumental part of the prospect’s buying decision.
What We’re Looking For
We want strong collaborators who can educate and promote LPL’s core technology. We are looking for people who excel in a fast-paced environment, are client focused and team-oriented, and can execute in a way that encourages creativity and continuous improvement.
If you want to learn and grow with us, this is the role for you.
Connect directly with prospective advisors using a consultative approach to promote LPL’s core technology, focused on describing the efficiencies within LPL’s core technology platform and explaining the value various solutions will bring to the advisor’s practice.
Deliver compelling technology presentations and demonstrations, both in person and virtually, to prospective advisors throughout the country, and support requests for technology information. This will be your primary focus; an average of four presentations per day should be expected.
Manage a team of technology presenters, including coaching and review of presentation skills and providing training where needed.
Partner with product owners throughout the firm to understand future enhancements to our technology. Champion and communicate these future enhancements to business partners.
Partner directly with our recruiting team to coordinate technology demos. Maintain a centralized mailbox and calendar that are used for requesting and scheduling the demos.
Invite advisors joining LPL to attend weekly training workshops.
Stay up to date on new LPL product features and releases, industry trends, and competitive insights.
Identify opportunities to make improvements in the overall sales process and solution delivery to best meet prospects’ needs.
Minimum of 2 years of experience in a technology sales role
Exceptional sales skills, with the ability to promote technology specific to the unique needs of the customer
Understanding of LPL’s core technology platform and third-party integrations; knowledge of the broader fintech landscape is a plus
Sound technical expertise, with an ability to communicate technical information and resources in an accessible way to customers of all tech abilities
Exceptional presentation skills incorporating high levels of engagement; proven track record in leading effective tech demos
Clear and accurate communication skills (both verbal and written), as well as an engaging presence that exhibits excellent interpersonal skills, patience, and flexibility
A positive attitude, ability to motivate learners, and establish credibility quickly
Adaptable, having the unique ability to adjust a presentation based on audience knowledge and client type
Bachelor’s degree preferred
Experience in the financial services industry preferred
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 @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 (800) 877-7210.