Total 2 Internship level Sales / Marketing job vacancies in Fort McCoy, Wisconsin

Position Purpose:

This position will be capable of performing all functions within the sales department, with a focus on proposals, plan studies, plan establishment kit (PEK) prefills and conducting plan establishment kit (PEK) calls. Should the time arise when a region becomes available, this person will be able to slide into the position. In the interim, they will move throughout the department depending on where immediate need may be.

Essential Duties and Responsibilities:

• Generate proposals; create plan studies; analyze adoption agreements and prefill PEKs; provide assistance to various regions that may be experiencing high volumes; conduct PEK calls.; become proficient and capable of providing web demos via web-ex; provide coverage for incoming calls as needed; assist with other tasks and projects as assigned.

• Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.

• The I-Client philosophy and the Core Values of People Matter, Quality First and Integrity Always® should be visible in your actions on a day to day basis showing your support of our organizational culture.

Minimum Requirements:

• Bachelor’s degree in business or related field or equivalent work experience

• 1-3 years’ experience in the retirement industry

• 1-3 years’ experience in the financial services industry

• Excellent written and oral communication skills

• Comprehensive knowledge of retirement plans with knowledge of IRS and ERISA regulations

• Excellent analytical and problem resolution skills

• Ability to work well under pressure with multiple priorities and deadlines

• Able to effectively render sound advice and judgment within company guidelines and ERISA rules

• Proficiency in MSOffice software applications, specifically Excel

• Customer service focused

Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.

Are you solution-oriented and enthusiastic about delivering results? Do you like thinking creatively, creating new solutions, managing projects and problem solving? Are you passionate about recruiting enterprises to the LPL platform?

Do you enjoy running a large/complex project and having ownership and responsibility of the strategy and execution?

Excited to learn more? If so, then this could be the role for you!
 

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 18,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

Job Overview:

The role of the Enterprise Internal Business Development Officer (IBDO), Financial Institutions is to be the sales partner to the Enterprise External Business Development Officer (EBDO), Financial Institutions. They are responsible for driving outsized performance in the recruitment of new bank and credit union wealth management relationships to LPL Financial. This role will provide exposure throughout LPL, while supporting the end-to-end process of onboarding a new financial institution.

This position is designed for an individual with a background in Business-to-Business sales. Skills required include: organizational, communication, and ability to prioritize while executing quickly.  Having a strong work ethic, being an effective communicator, strong project management skills and a sense of diplomacy will be imperative to the success of in this role.

Responsibilities:

• Partner with EBDO to add prospective Financial Institutions into the pipeline

• Partner with EBDO to provide solutions and strategies in efforts to move prospective Financial Institutions through the pipeline

• Schedule and prepare Home Office Vist (HOV) and Field Office Visit (FOV) meeting checklists; including agenda, internal partner coordination, and effective meeting planning

• Coordinate meeting follow-up items and draft responses to be sent to prospective financial institution

• Execute upon agenda delivery for all external and internal meetings and partner with sales strategy team to deliver effective content for prospective financial institution engagements 

• Participate with EBDO in regularly-scheduled check-ins with enterprises that specialize in the support of financial institutions

• Leverage underwriting system and work with advisor capital or corporate development to approve pricing and draft proposals

• Draft pricing proposal based on underwriting results

• Coordinate internal resources to draft RFP’s, focused primarily on getting "answers in boxes" (0-80% completion of RFP)

• Coordinate resources to introduce signed financial institution to transition team, includes scheduling kickoff call and potential advisor enrollment materials

• Draft and maintain prospect workbook and enterprise prospect profile documenting key facts and decisions of all prospective financial institution in the pipeline

• Attend weekly transition calls for committed financial institutions

• Request draft contracts, amendments and non-disclosure agreement within the legal portal

• Input contract accommodations in onboarding system once financial institution joins LPL

• Disburse onboarding form upon contract execute to establish institution ID

• Execute transition assistance disbursement process

What are we looking for?

We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and can execute in a way that encourages creativity and continuous improvement.

Requirements:

• Bachelor’s degree in business or related field of study from an accredited college or university

• Possess 5 - 10 years direct/equivalent experience with offering wealth management services within a bank or credit union

• Possess strong project management skills

• Excellent communication, presentation, written, and interpersonal skills

• Proven ability to manage concurrent complex projects and prioritize delivery

Preferences:

• Strong understanding and passion for the financial services industry

• Direct experience working closely with financial advisors and/or the executive leadership teams of wealth management firms

• Demonstrate strong organizational, problem solving, and decision making skills

• Enthusiastic, polished, and professional demeanor

• Strong ability to develop and memorialize key workflows and pull projects through completion

• Superior communication skills

• Understanding of complex sales processes

Pay Range:

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 are one 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 @lplfinancial.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.