VP, Insurance Business Development

LPL Financial LLC; California (MO); Remote; USD 183,000 - 306,000; Full time

Job summary

A leading company in the financial services sector seeks a VP of Insurance Business Development to drive life insurance sales. This role involves building relationships with advisors, conducting outreach, and managing sales metrics. The ideal candidate will have a strong sales background, a Bachelor's degree, and relevant licenses. Join a supportive environment with limitless career potential and a comprehensive benefits package.

Qualifications

• 5+ years in life insurance sales or brokerage (BGA experience preferred).
• Ability to travel up to 75%.

Responsibilities

• Build relationships with advisors and internal teams to grow insurance sales.
• Conduct proactive outreach through meetings, calls, webinars, and events.
• Assist advisors in closing business, both in the field and via phone/video.

Skills

Collaboration

Sales Success

Presentation Skills

Planning Skills

Education

Bachelor's degree

Tools

Microsoft Office

Winflex

Ensight

Job description

VP, Insurance Business Development

Apply locations: Remote, New York, Pennsylvania, Connecticut, California, Massachusetts

Time type: Full time

Posted on: Posted 8 Days Ago

Job requisition id: R-043708

Can you build relationships quickly and drive new sales? Do you have a track record of growing insurance revenue with financial advisors? Do you enjoy helping advisors and their clients plan? If so, LPL Financial is the place for you!

Job Overview:

Our VP Insurance Business Development will be responsible for proactively driving life, LTC, and DI insurance sales within an assigned geographic territory serving LPL institutional clients and/or independent advisors, focusing on larger permanent life cases. You will engage with LPL advisors to uncover insurance opportunities and provide sales support.

Responsibilities:

• Build relationships with advisors and internal teams to grow insurance sales.
• Conduct proactive outreach through meetings, calls, webinars, and events.
• Assist advisors in closing business, both in the field and via phone/video.
• Manage advisor profiles and develop strategic business plans.
• Maintain sales metrics and collaborate with operational teams.
• Stay current on industry, legislative, and tax issues.
• Participate in departmental projects as needed.

What are we looking for?

Strong collaborators who deliver a world-class client experience, thrive in a fast-paced environment, are client-focused, team-oriented, and innovative.

Requirements:

• Bachelor's degree
• Series 6 (or 7) and 63, and Life Insurance license
• 5+ years in life insurance sales or brokerage (BGA experience preferred)
• Ability to travel up to 75%

Core Competencies:

• Excellent interpersonal skills aligned with core values
• Proven sales success in life insurance industry
• Advanced knowledge of life products and case design
• Proficiency in Microsoft Office
• Strong presentation and planning skills
• Ability to handle a high-volume, fast-paced environment
• Detail-oriented and process-focused

Preferences:

• CLU, CFP, or willingness to obtain
• Proven sales track record
• Experience with Winflex, Ensight, or similar systems

Pay Range:

$183,500 - $305,900/year, including base salary and incentives, dependent on experience, location, and performance.

Company Overview:

LPL Financial is committed to supporting independent advisors and institutions, providing innovative technology and services to help them succeed. We value diversity, community, and a culture of continuous improvement.

Join LPL Financial:

We offer a supportive environment with limitless career potential, a unified mission, and a comprehensive benefits package. Apply today to be part of our team!