License and Contract Consultant

4 days 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:

The LPL Insurance Associates team within the Growth Solution division is looking for an experienced License & Contract Consultant willing to provide exceptional customer service to LPL Financial advisors as they look to become contracted with various life insurance carriers for their placed life insurance business. The License & Contract Consultant is responsible for the processing of contracting and appointment paperwork for the financial advisor. The primary goal is to ensure that all Life, Long-Term Care and Disability Insurance appointment requests are processed in a timely, efficient, and accurate manner and that all internal systems are updated to reflect this information.

Responsibilities:

  • Daily processing and submission of life insurance contracting requests
  • Research complex situations pertaining to licensing and contracting, and set client expectations throughout
  • Actively participate in training and meetings to remain current with operational policies and procedures, acting in capacity as trainer and/or trainee
  • Educate financial advisors on the use of technology to help navigate through the Resource Center for obtaining contracting paperwork
  • Handles all not-in-good-order (NIGO) appointment requests and works directly with advisors to obtain necessary items for processing and submission to the insurance carrier
  • Works closely with all our life insurance carriers to research and escalate appointment matters as necessary
  • Handles advisor escalations and works to quickly resolve by partnering with the appropriate parties
  • Operates full time on the insurance and contracts and licensing phone queue to assist customers with insurance and partners with LPL Financial departments for all other broker dealer calls
  • Provide a wide range of support and partner effectively with external and internal partners for processing of contracting & appointment requests
  • Additional responsibilities or duties may be assigned as needed or determined

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:

  • 2+ years working within the financial industry
  • 2+ years in prior administrative support role
  • 1+ years of experience preparing reports, analysis, and summaries for client review meeting

Preferences:

  • Proficiency in Microsoft Office and Client Resource Management (CRM) software (i.e. Redtail)
  • Bachelor's Degree
  • Superior oral and written communication skills
  • Strong analytical and critical thinking skills
  • Strong prioritization and organizational abilities
  • Strong follow through and sense of urgency
  • Ability to work comfortably in a fast-paced, ever-changing environment and prioritize daily tasks
  • Ability to work within a team and independently, take the initiative with a strong attention to detail
  • Positive attitude and professional demeanor
  • Commitment to excellence and integrity

Pay Range:

$17.85-$26.77/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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