VP, Retirement Worksite (Midwest)
LPL Financial Services - Remote

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The VP Retirement
Worksite will be accountable for the sales and integration of LPL
Worksite Financial Solution Program in the Central United States. The
Worksite Financial Solutions program consists of five key components;
Employee Education Solution, Employee Engagement Solution, Employee
Advice Solution, Employee Transition Solution and Plan Termination
Services. This individual will be responsible for wholesaling to
advisors, lead implementation efforts and executing on sales plans to
gain adoption of these services by LPL’s advisor force. The goals of
this position are to:
  • Recruit advisors into all aspects of the Worksite Financial Solutions program
  • Train advisors to integrate Worksite Financial Solutions program into their practices
  • Support
    the partnering efforts in the field between LPL Retirement Advisors and
    LPL Wealth Management Advisors via the Worksite Financial Solutions “
    Sync” program
  • Exceed sales metrics in the Central territory through consultative wholesaling with advisors
  • Support the recruiting efforts of new retirement advisors
Essential Finctions:

Proactively
recruit advisors into the program and provide them effective education
to improve their knowledge and understanding of how to position the
programs to their new and existing clients. Lead the sales efforts to
exceed annual sales metrics.

Provide
strong, compassionate and visible leadership, to grow the adoption rate
of Worksite Retirement Programs by advisors. Manage efforts to build
out key staff positions within the worksite sales team necessary to
accelerate the full rollout to all LPL advisors.

Take
a leadership role in creating and improving the implementation process
to install Financial Education, Participant Advice and Transition
Services (Rollover) into advisor practices and their Plan Sponsor
relationships. Additionally this role will work with Advisors and the
Home Office team to improve the communication process to enhance
adoption rates for Worksite Financial Solutions Program.

Other Job Duties :
  • Develop and help manage projects
  • Meet sales quotas
  • Conduct job interviews
  • Extensive travel required
Qualifications
  • Extensive travel required (75%)
  • Bachelor’s degree. Advanced degree preferred or equivalent work experience. Preferably in a financial related discipline
  • Ten or more years of financial management services experience in the Retirement services industry
  • Five years or more demonstrated success in providing participant advice to Plan Sponsor and Participants
  • Superior communication skills, both oral and written
  • Prior operations, sales, or other related service experience
  • Strong change-management skills
  • History of independent, high performance work as well as being a strong member of a team
  • Knowledgeable of internal LPL Financial policies, procedures and senior staff
  • Proficient in Microsoft Office Suite and web based applications
We
offer a competitive salary and benefits package. Please login or create
an account to apply to this position. Principals only. EOE

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