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 Internal Annuities Wholesaler (OAP)

Details
Country: USA
Location: CA San Diego
Total applied: 45

Job Status: Full Time

Internal Annuities Wholesaler (OAP)

For the 10th year in a row, LPL Financial Services (LPL) has been named America's number one independent brokerage firm*. Formed in 1989 through the merger of two small but successful brokerage firms, Linsco and Private Ledger, our firm continues to be an industry leader. Both a pioneer and innovator in the financial services arena, LPL manages over $95 billion in assets through its nationwide network of financial advisors. With dual headquarters in Boston and San Diego, we support over 6,000 financial advisors in more than 3,500 branch offices. The focus of our firm has always been on our advisors and our commitment to help them grow their business. In addition to providing independent research and operational support, LPL also leads the way on the technology front, offering innovative investment platforms that automate time-consuming functions. LPL's technology streamlines business processes for advisors, freeing up their time to focus on what they do best - provide sound financial advice and services to their clients.

LPL is a company for talented people who thrive in a dynamic, challenging and growth-oriented environment. You are invited to consider an opening for a Internal Annuities Wholesaler in our San Diego office. The qualified candidate will successfully manage a territory, alongside an external Practice Management Consultant (PMC), supporting a brokerage annuity platform that combines LPL Research with a full suite of optional living and death benefit riders. The position involves servicing a National Sales line, conducting outbound call campaigns and proactively marketing the annuity platform resulting in positive sales for the territory. The qualified candidate will be responsible for complete and accurate dissemination of product information, illustration support, assisting in the development of marketing materials, design and fulfill sales campaigns, appointment setting for the PMC, and the administration of seminars. The candidate should have excellent communication and problem solving skills with which to develop strong working relationships with LPL Advisors.

Requirements include:
? 1-2 years experience working in an annuities environment
? In-depth annuity knowledge and understanding of variable products and features
? Excellent oral and written communication skills
? Organizational and follow-through skills are a must
? Sales background a plus
? Series 6 and Insurance license (or by 6 months)

Required Skills:
We offer an excellent salary and benefits package. Please login or create an account to apply to this position. Principals only. EOE


*Based on revenues, as reported in Financial Planning magazine, 1996-2005.





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