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About the Role

Drive Financial Advisor lead flow to LPL’s Advisor Recruiting team to increase sales through prospecting, lead qualification, and reporting. This role offers a robust career path with opportunities for promotion into Internal Regional Director and Regional Director roles.

Responsibilities

• Prospect financial advisors to gauge/create interest in meeting with an LPL recruiter
• Use the news cycle, territory makeup and direction of 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
• Conduct 100 outreaches per day (cold calls, individual emails, and social media outreaches)
• 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 to qualify for next level opportunity as an Internal Regional Director

Requirements

• 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
• Must provide required I-9 documentation as part of onboarding process
• Must consult Designated School Official to confirm eligibility with school ability prior to applying

Skills

• Sales
• Prospecting
• Lead Qualification
• Reporting
• Cold Calling
• Email Campaigns
• Social Media Outreach
• Salesforce.com
• MS Word
• MS Excel
• MS PowerPoint
• MS Outlook

Location

• Onsite (3 days/week)

Work Type

• Full-time
• Hybrid

Experience Level

• Early Career

Education Level

• Bachelor's Degree

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. is a leading wealth management firm supporting over 32,000 financial advisors and approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools, and practice management services. LPL empowers advisors and institutions with the freedom to choose their business model, services, and technology resources to run thriving businesses and manage client relationships effectively.

Equal Opportunity

• EOE