Experience: 7+ years
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.
- 7-10 years of experience in insurance distribution, wealth management, or broker-dealer environments
- 7-10 years of experience in life insurance, annuities, and BGA distribution models
- Proven experience managing external partnerships and driving revenue growth
- Excellent communication, negotiation, and leadership skills
- Strong understanding of advisor segmentation, distribution strategy, and sales campaigns
- 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.
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This posting was published by LPL Financial on their own careers system and is shown here with a direct link to apply there. Employers: for corrections or removal, contact jobs@veritahire.com.