AVP, Insurance Solutions & Advisor Enablement

Where Ambition Meets InnovationBuild 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, Insurance Solutions & Advisor Enablement is responsible for driving advisor adoption, competency, and execution of insurance solutions across the East Coast. This role focuses on delivering training, developing playbooks, and supporting advisors throughout the insurance sales lifecycle. The position plays a critical role in translating strategy into execution by equipping advisors with the tools, knowledge, and support needed to successfully integrate insurance into holistic client planning.Responsibilities:1. Advisor Enablement & Sales SupportServe as a key resource to educate advisors on insurance products and planning strategiesFacilitate case engagement by coordinating introductions to BGA case designersIncrease advisor utilization by improving confidence and fluency in insurance conversationsPromote adoption of best practices and repeatable sales processes2. Training & Content DevelopmentLead webinars, workshops, and training programs across East Coast regionsDevelop and maintain playbooks tailored to different affiliation modelsCreate scalable sales tools, conversation guides, and educational materialsPresent insurance solutions at Home Office Visits (Fort Mill)Reinforce alignment with holistic wealth planning frameworks3. Sales Execution & CoordinationCoordinate joint sales campaigns and wholesaler engagement with BGA partnersSupport execution across the insurance sales lifecycle, from opportunity identification to case submissionEnsure effective handoffs between advisors and BGA teamsMonitor pipeline activity and identify opportunities to improve conversion and placement rates4. Partner Collaboration & Feedback LoopSupport BGA and carrier relationship management through field insights and execution feedbackIdentify trends in advisor behavior, client needs, and service gapsCollaborate with partners to enhance support models and advisor experienceAssist in refining wholesaler coverage and engagement strategies5. Internal Alignment & Stakeholder EngagementPartner with Success Managers and internal leaders to drive advisor engagementEnsure consistent messaging and positioning of insurance solutionsAlign enablement efforts with firm-wide wealth management prioritiesSupport cross-functional initiatives with marketing, compliance, and operations teams6. Growth Initiatives & Continuous ImprovementAssist in strategic initiatives to expand insurance offerings and advisor adoptionIdentify opportunities to improve tools, workflows, and advisor experienceContribute to scaling best practices across regions and advisor segmentsWhat 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.Requirements:7–10 years of experience in insurance sales, advisor support, or wholesaling within a BD or RIA environment3-5 years delivering training, education, and sales enablement programsCore Competencies:Strong understanding of insurance planning strategies and product solutionsProven ability to work with financial advisors and influence behaviorExcellent communication, presentation, and relationship management skillsPreferences:Professional designations such as CLU, ChFC, CFP, or other insurance and financial planning credentials are preferred. Familiarity with advisor technology platforms, CRM systems, and sales analytics tools used to drive engagement and business growth.Pay Range: $106,605.00 - $177,572.00Actual 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 offer!Company Overview:LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.For further information about LPL, please visit .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 @lplfinancial.com 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 View phone number on click.appcast.io.EAC 5.19.26SummaryLocation: Fort Mill/Charlotte; San DiegoType: Full time