Business Development Associate

LPL Financial is among the fastest growing wealth management firms in the U.S., seeking a Business Development Associate to drive Financial Advisor lead flow to their Advisor Recruiting team. The role involves prospecting, lead qualification, and reporting to increase sales through various outreach methods.

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

• Ability to communicate effectively with leadership, field recruiting professionals, and internal recruiters
• Sales experience or similar related degree
• 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
• Must be in office 3 days a week (Tuesday - Thursday)

Benefits

• 401K matching
• Health benefits
• Employee stock options
• Paid time off
• Volunteer time off

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