AVP, Insurance Solutions & Advisor Enablement

LPL Financial•San Diego, CA

1d•$106,605 - $177,572•Onsite

About The Position

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.

Requirements

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

Nice To Haves

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.

Responsibilities

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
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
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
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
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
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