LPL Financial is a leading wealth management firm in the U.S. seeking a Business Development Associate to drive Financial Advisor lead flow to increase sales through prospecting and lead qualification. The role involves cold-calling, digital outreach, and using Salesforce.com to track KPIs, with opportunities for career advancement within the company.
Responsibilities
- Prospect financial advisors to gauge/create interest in meeting with a LPL recruiter
- Use the news cycle, territory makeup and direction of the recruiters/leaders to execute on weekly prospecting campaigns
- Use independent judgement to qualify a lead, determining if the lead should be introduced to the pipeline by presenting to the Internal Regional Director or field Regional Director
- 100 outreaches per day – cold calls (primary), individual emails and social media outreaches (LinkedIn)
- Utilize Salesforce.com to track individual KPIs and understand the impact of lead flow on territory funnel and results
- Develop skillset, knowledge base and industry experience in order to qualify for next level opportunity as an Internal Regional Director
Skills
- Bachelor's degree in Business, Finance or related areas
- Ability to communicate effectively with leadership, field recruiting professionals, and internal recruiters
- Must be in office 3 days a week (Tuesday - Thursday)
- Highly motivated and resilient by achieving sales targets consistently
- Ability to quickly build rapport, primarily via phone based communication
- Comfortable with some travel, two times per year for training
- Experience with MS Word, MS Excel, MS PowerPoint, Salesforce, MS Outlook
- Experience or understanding of broker/dealers, advisory, finance or sales principals
Benefits
- 401K matching
- Health benefits
- Employee stock options
- Paid time off
- Volunteer time off
Company Overview
LPL Financial provides investment solutions and tools for independent financial advisors. It was founded in 1968, and is headquartered in Boston, Massachusetts, USA, with a workforce of 5001-10000 employees. Its website is https://www.lpl.com.
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