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About the Role
As the Business Development Associate (BDA), you will be responsible for driving Financial Advisor lead flow to LPL’s Advisor Recruiting team to increase sales through prospecting, lead qualification, and effective reporting. Primary prospecting efforts will be phone-based (cold-calling) with supplemental efforts using digital means (email campaigns and social media).
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.
Requirements
- 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
Skills
- MS Word
- MS Excel
- MS PowerPoint
- Salesforce
- MS Outlook
Work Type
- Onsite (3 days a week)
- Full-time
Salary/Compensations
- 52,500.00 - 87,500.00
Benefits
- 401K matching
- Health benefits
- Employee stock options
- Paid time off
- Volunteer time off
About the Company
- LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S.
- As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.
- The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.
- At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business.
- They have the flexibility to do business their way.
- And they have the freedom to manage their client relationships, because they know their clients best.
- Simply put, we take care of our advisors and institutions, so they can take care of their clients.
- For further information about LPL, please visit www.lpl.com.
- Join the LPL team and help us make a difference by turning life’s aspirations into financial realities.
Equal Opportunity
- Principals only.
- EOE.