Retirement Plan & Institutional Sales Specialist
LPL Financial-San Diego, CA
The objective of the Retirement Plan and Institutional Sales Specialist is to provide consulting, sales and marketing support, to provide technical and product guidance and support to LPL Financial Advisors and to help Advisors grow sales in Retirement Plans and Institutional Opportunities. - Sales Support and Consulting: Product and solution consulting; Proposal generation; participation in and helping Advisors prepare for point of sale client meetings and presentations to prospects; leverage and work with sponsors' field teams to support point of sale meetings, enrollment, ongoing educati...