Job ID R-025846Date posted 10/05/2022Primary Location SC-Fort Mill
Do you have strong understanding of tax and estate planning as it relates to Insurance in wealth transfer and business owner settings?
Do you have a strong understanding of the life insurance sales process?
Do you have the ability to lead people on a collaborative mission?
Do you have the ability to work with HNW clients and their CPAs, advisors and attorneys to put complex life insurance solutions in place?
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.
The LPL Insurance Associates team within LPL’s National Sales & Consulting division is looking for an experienced Advanced Sales leader that will serve as driver of LPLIA insurance Advanced Sales team. You will partner with our high-end independent advisors and institutional teams to train on Advanced Planning content, and work directly with affluent focused financial advisors to help them on their high premium cases.
Partner with high-end advisors on complex insurance cases
Train advisors on complex estate planning and business uses of life insurance
Work directly with HNW clients and their CPAs, Advisors and Attorney’s on complex cases
Lead a team of affluent focused sales consultants
Conducting training and marketing presentations at LPL conferences
Develop proprietary content for marketing (e.g., case studies, etc.)
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 experience in the Advanced Sales area
Strong knowledge of life insurance sales concepts related to advanced planning (E.g., ILITS, GRATs, intentionally defect trusts, etc.)
Ability to work directly with HNW clients, advisors and CPAs
Strong presentation skills
Strong leadership skills
JD degree required. Additional focus on tax planning preferred.
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
Commitment to excellence and integrity
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.