Associate Service Consultant

Annuity Associate Service Representative Job Overview

The Annuity Associate Service Representative supports our Financial Professionals, their assistants and internal business partners in the purchase of annuities via the Annuity Order Entry platform. This individual is part of a specialized service team supporting a high volume of calls per day.

• Provide exceptional customer service via incoming calls or responses to emails related to annuities.
• Maintain detailed knowledge of LPL processes and system platform as they relate to annuities.
• Maintain detailed knowledge about annuity products supported by the Annuity Order Entry system and explain the differences between product features.
• Collaborate with internal business partners to assist with resolving escalations and adapt to operational and compliance process changes.

• 2+ years of previous customer service experience.

• Commit to owning the customer experience by driving satisfaction to high levels and adhering to corporate values.
• Strong attention to detail.
• Strong client focus and work ethic.
• Ability to provide effective feedback.
• Excellent organizational, communication, and listening skills.

• Financial services experience, investment services.

• Series 99, Series 7.

$19.38–$29.08 per hour. Actual base salary varies based on factors such as relevant skill, prior experience, education, internal peers, performance, and geographic location.

LPL offers a comprehensive rewards package including 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more.

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. If you have questions regarding the application process, please contact LPL’s Human Resources Solutions Center at .

Principals only. EOE.