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Sr. Annuity Internal Consultant

Job ID: R-015069 Date posted: 06/09/2021 Primary Location SC-Fort Mill

Are you interested in joining an internal consulting team that assists financial advisors with annuity and insurance products?

If so, the Sr. Annuity Internal Consultant role might be just for you!

Job Overview:

The primary purpose of the Internal Consultant, Annuity - is to support activities that drive success for LPL Financial Advisors within the assigned territory. This is achieved by providing support of the various annuity and 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. Annuity Internal Consultant is the subject matter expert and must demonstrate a high level of product knowledge, professionalism, and attention to detail and in order to be a trusted consultant for financial advisors. The split between outbound and inbound calls is 80/20.

What Will You Do?

  • Annuity Practice Review – Drive sales, and consult with financial advisors about all aspects of their annuity practice, 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 recommend 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 an 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
  • Articulate market and economic impacts as well as the technical investment characteristics of portfolios and underlying securities
  • Consult on supporting technology including portfolio analytic tools, our investor presentation and proposal tool, annuity tools, and LPL client management/trading tools
  • Articulate our value proposition, four pillars of support, and provide an overview of advanced sales concepts, internally and externally
  • With little direct supervision, problem-solve a myriad of issues relating to compliance, operations, and technology concerns which may require some project work

What Does Success Look Like After 90 Days?

You will be able to understand the processes and workflows of the LPL sales platform including but not limited to Salesforce, ClientWorks, Resource Center, etc. You will actively demonstrate knowledge to recommend the most suitable products available on the platform as well as establish productive relationships with advisors, carrier partners, and the internal team.

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 can execute in a way that encourages creativity and continuous improvement.

What Skills, Experiences, and Education are Required?

  • Bachelor’s degree in Business, Economics, Finance, a related major, or additional equivalent experience and a HS Diploma/GED
  • Required: Life & Health license, Series 6 & 63; Preferred: Series 7 and Series 65/66
  • 5-10 years of experience in a related sales or consulting function
  • Must have very strong knowledge of annuity products; general brokerage background is 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
  • Demonstrated ability to use independent judgment to make decisions and solve problems
  • Demonstrated ability to excel in a fast-paced, client-centric team consultative environment encompassing multiple disciplines and product lines
  • Demonstrated drive for professional growth and development
  • MS Office proficiency: Excel - Advanced (pivot tables), PowerPoint, OneNote, Outlook, and Word

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 @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.

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