Internal Consultant- Insurance

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what’s possible with LPL Financial.

Job Overview:
The Insurance 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 partner for financial advisors. The split between outbound and inbound calls is 70/30.  As Insurance Consultant will make calls that initiate advisor interest, schedule appointments, coordinate seminars, curate sales material and product lineups and assist advisors in selling products. The Insurance Strategist will assist leadership with peer coaching, project management, and sales training initiatives. 

Responsibilities:

• Training & Education - Consult with financial advisors about all aspects of product & services to match the most applicable combination of practice management, economics, features and functionality to the client's needs. Learn and follow the LPLIA sales methodology and deliver an excellent and consistent experience. 
• Case Consultations & Design – Take 10-15 inbound calls daily, consult with advisors, understand client needs, provide case design, risk class assessment, illustrations and recommends of suitable products and carriers to meet those needs. Facilitate 4-6 advisors meetings daily and manage a sales pipeline and update weekly. Enter sales activity daily. Ensure timely follow-up to drive productivity and sales forecasting.  Assure appropriate sales materials are packaged to the advisor and engage them to help them understand and adjust the case as needed.  Engage with advisors to help them offer and sell the products. 
• Advanced Concepts & Marketing- Have working knowledge 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 responds 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, investor presentation and proposal tool, annuity tools, and LPL ClientWorks, management/trading tools.
• Articulate our value proposition and four pillars of support and provides an overview of advanced sales concepts. 
• With little direct supervision, problem solve a myriad of issues relating to compliance, operations, and technology concerns.
• Leverage skills to diagnose advisor and client needs to provide appropriate options for consideration
• Assist advisors with analyses of existing prospect portfolios
• Through training maintain up-to-date job knowledge on proposal tools and other resources that assist advisors throughout the sales and service process with investors. Maintain current knowledge and understanding of LPL's offerings, Sponsor products, market dynamics and industry trends, etc.
• Work collaboratively across business units to provide service and to facilitate cross referrals
• 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 education.
• What are we looking for?
• We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements:

• Bachelor’s degree in Business, Economics, Finance, or related
• Life & Health license, Series 7, Series 6, Series 66, or 63/65
• 3-5 years in a related sales or consulting function
• Strong knowledge of Life Insurance products and case design tools (i.e. Ensight, Winflex), general brokerage background helpful

Core Competencies: 

• 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
   

Pay Range:

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

Join LPL Financial: Where Your Potential Meets Opportunity

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

Why LPL?

• Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!

• Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!

• Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!

• Impactful Work: Our size is just right for you to make a real impact. Learn more here!

• Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!

• Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!

• Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. 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 (855) 575-6947.

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