Associate Service Consultant - Annuities

The Associate Service Consultant - Annuities 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.

Responsibilities:

• Responsible for all functions of an Annuity Service Rep including providing exceptional customer service via incoming calls or responses to emails as it relates 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 be able to explain the differences between the product features.

• Collaborate with internal business partners to assist with resolving escalations, adapting to operational and compliance process changes.

What 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:

• 3+ years of previous customer service experience

• 1+ years of financial services experience, investment services

Core Competencies:

• Commit to owning the customer experience by driving satisfaction to high levels and adhering to our corporate values

• Strong attention to details

• Strong client focus

• Ability to provide effective feedback

• Strong work ethic

• Excellent organizational skills

• Excellent communication and listening skills

Preferences:

• Licenses/Certifications: SIE

• MS Office, BETA, ClientWorks, ServiceWorks, Nice, Documentum, Electronic Order Entry

• Bachelor's degree

 

Pay Range:

$20.48-$34.13/hour

 

Actual 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) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.

At 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.

Join LPL Financial: Where Your Potential Meets Opportunity

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

Why LPL?

• Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!

• Limitless Career Potential: Your career at LPL has no limits, only amazing potential.