SVP, Head of Revenue Optimization
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About The Position
LPL is looking to expand the leadership for Insurance through the addition of an SVP, Head of Revenue Optimization, whose primary objective will be to grow the Insurance business at LPL by ensuring that LPL advisors are able to successfully meet the Insurance needs of their clients due to the support they receive in the field and the quality of engagement they receive from carrier partners, leading to outsized economic results for the business unit. LPL Insurance Associates is a brokerage general agency offering life, long-term care, and disability insurance products through the LPL advisor network. The SVP of Revenue Optimization will be charged with transforming how we measure and manage the Insurance business, starting with 1) developing an end-to-end view of the sales cycle and sales pipeline, with a focus on attribution of leads and minimizing leakage, 2) identifying what drives the Insurance purchase cycle and working with data and tech teams to optimize proactive lead management, in conjunction with other business unit partners 3) partnering with Sponsor Relations and other LPL partners to optimize carrier revenue terms, leveraging industry benchmarking and LPL production data to negotiate the best terms possible for LPLIA, 4) lead the external and internal sales teams, including goal setting, incentive compensation plan development, coaching teams and acting as a player-coach with complex client opportunities.
