Assoc Service Consultant at LPL Financial in San Diego, California

Posted in Other 8 days ago.





Job Description:

The Annuity Associate Service Representative supports our Financial Advisors, 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 an aggregate daily call volume of 300 - 400 calls. Individually within this call center environment taking approximately 40-50 inbound calls per day from Financial Advisors and their assistants. Makes outbound calls to Advisors regarding annuity purchases or corrections. Answers questions regarding annuity products or policies. Familiar with standard concepts, practices, and procedures within annuity industry. Provides support to end users of Annuity Order Entry system. Identifies, researches and resolves technical problems. Responds to email requests for problem resolution and technical support. Documents, tracks, and monitors issues to ensure timely resolution.

Why LPL?

At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation's leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.

We areone team on one mission. We take care of our advisors, so they can take care of their clients.

Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees.We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.

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Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

Information on Interviews:

LPL will only communicate with a job applicant directly from an @lpl.com 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. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at (800) 877-7210.