AVP, Insurance Partner & Governance

Where Ambition Meets Innovation

Build 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.

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.

1. Advisor Enablement & Sales Support

• Serve as a key resource to educate advisors on insurance products and planning strategies
• Facilitate case engagement by coordinating introductions to BGA case designers
• Increase advisor utilization by improving confidence and fluency in insurance conversations
• Promote adoption of best practices and repeatable sales processes

2. Training & Content Development

• Lead webinars, workshops, and training programs across East Coast regions
• Develop and maintain playbooks tailored to different affiliation models
• Create scalable sales tools, conversation guides, and educational materials
• Present insurance solutions at Home Office Visits (Fort Mill)
• Reinforce alignment with holistic wealth planning frameworks

3. Sales Execution & Coordination

• Coordinate joint sales campaigns and wholesaler engagement with BGA partners
• Support execution across the insurance sales lifecycle, from opportunity identification to case submission
• Ensure effective handoffs between advisors and BGA teams
• Monitor pipeline activity and identify opportunities to improve conversion and placement rates

4. Partner Collaboration & Feedback Loop

• Support BGA and carrier relationship management through field insights and execution feedback
• Identify trends in advisor behavior, client needs, and service gaps
• Collaborate with partners to enhance support models and advisor experience
• Assist in refining wholesaler coverage and engagement strategies

5. Internal Alignment & Stakeholder Engagement

• Partner with Success Managers and internal leaders to drive advisor engagement
• Ensure consistent messaging and positioning of insurance solutions
• Align enablement efforts with firm-wide wealth management priorities
• Support cross-functional initiatives with marketing, compliance, and operations teams

6. Growth Initiatives & Continuous Improvement

• Assist in strategic initiatives to expand insurance offerings and advisor adoption
• Identify opportunities to improve tools, workflows, and advisor experience
• Contribute to scaling best practices across regions and advisor segments

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 sales, advisor support, or wholesaling within a BD or RIA environment
• 3-5 years delivering training, education, and sales enablement programs

• Strong understanding of insurance planning strategies and product solutions
• Proven ability to work with financial advisors and influence behavior
• Excellent communication, presentation, and relationship management skills

• 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: $ - $ Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience,…