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AVP, Annuity & Insurance Growth - Advisor Engagement

External
lplfinancial logoLplfinancial · Fort Mill
Full-timeOn-site2w ago
Leadership
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Requirements

  • Undergraduate degree in Business, Finance, or related.
  • 5-7+ years of experience in wealth management, annuities, insurance, or advisor-facing strategy roles.
  • FINRA licenses 6 and 63 or willing to obtain.
  • Core Competencies:
  • Experience supporting go-to-market execution, advisor engagement, or product enablement initiatives
  • Ability to simplify and communicate complex product capabilities into actionable guidance for advisors
  • Experience collaborating with internal teams and external partners (e.g., carriers, asset managers)
  • Strong communication and presentation skills with ability to influence cross-functional partners
  • Preferences:
  • CFP, CFA, or MBA.
  • Series 7, 24, or 66.
  • Pay Range:
  • $109,283.00 - $182,104.00
  • Company Overview:
  • For further information about LPL, please visit www.lpl.com .
  • 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

Benefits

Health insurance401(k)Equity / stock options

Additional Information

Where Ambition Meets Innovation Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you'll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals. Job Overview: The AVP, Growth and Advisor Enablement supports the advancement and adoption of LPL's annuity and insurance product lines by executing targeted growth and engagement strategies. This role focuses on translating product capabilities into practical, advisor-ready solutions and programs that improve awareness, usability, and incorporation into advisor practices. Working in close partnership with internal stakeholders, distribution teams, and strategic partners, this position contributes to the development and implementation of initiatives that enhance advisor experience and drive increased utilization of annuity and insurance solutions. The AVP plays a key role in delivering measurable outcomes through campaigns, training, and feedback-driven enhancements, while helping to inform broader strategy through insights and analysis. Roles & Responsibilities: Support initiatives to increase adoption and utilization of annuity and insurance products across the LPL advisor base Execute programs that enhance advisor experience with tools, platforms, and solutions supporting annuity and insurance offerings Develop and deliver advisor engagement efforts, including campaigns, training, and events, and track performance against defined metrics Contribute to a data-driven feedback loop by gathering, analyzing, and synthesizing advisor insights to inform continuous improvement Partner with senior leadership to support growth and profitability objectives for annuity and insurance product lines 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.


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