New Business Associate

1 month ago

Knoxville, Tennessee, United States LPL Financial Full time

Are you a team player? Are you curious to learn? Are you interested in working in meaningful projects? Do you want to work with cutting-edge technology? 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 22,000 financial advisors, 1,100 institution-based investment programs, and 500 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.

Job Overview:

This role is responsible for the issuance and placement of new insurance business. The primary goal of our post issue team is to see that all Life and Disability insurance applications, once approved, are issued from the insurance carrier in a timely manner, in good order, and forwarded to the financial advisor for placement. Once the financial advisor returns the deliverables to the post issue operations specialist, they are to review for completeness, forward to the insurance carrier and confirm placement.

Responsibilities:

  • Once application is approved, follow up with the insurance carrier to confirm policy is being issued. Once policy is received at LPL, physically or electronically, the operations specialist is to review the policy to confirm good order. If not in good order, the specialist works with the insurance carrier to reissue the policy. Once policy is received, and in good order, it is forward to the advisor for delivery. Follow up with advisor to confirm receipt of the policy, and return of the delivery requirements. Once delivery requirements are received, operations specialist is to review them to confirm completion, and forward to insurance carrier. If delivery requirements are not complete, operations specialist to inform the financial advisor, and work with them to bring requirements to good order. Once all deliverables are in, they are forwarded to the insurance carrier for placement. Follow up with insurance carrier to confirm receipt of delivery requirements and placement of the contract. Confirm placement with the advisor.
  • Build and foster strong working relationship with senior underwriters of the general agency approved carriers and office staff.
  • Interact with both internal/external customers
  • Daily contact with Advisors, Sales Directors/Business Development Officers and insurance carriers.

What are we looking for?

We want strong collaborators who 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.

Requirements:

  • High School diploma

Preferences:

  • Bachelor's Degree
  • Insurance licensing
  • MS Office experience
  • Proficiency with new business tracking software and imaging systems (e.g. Agency Works, Paperclip, Exam One)
  • Excellent written and oral communication skills, strong follow through and sense of urgency, strong relationship building skills and problem solving skills.
  • Ability to manage multiple priorities and adapt to change quickly
  • Strong organizational skills and attention to detail

Pay Range:

$20.63-$34.38/hourActual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offerWhy LPL?

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.

Want to hear from our employees on what it's like to work at LPL? Watch this

We take social responsibility seriously. Learn more here

Want to see info on our benefits? 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 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

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