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Business Development Associate
LPL Financial. Prospect financial advisors to gauge/create interest in meeting with a LPL recruiter .
Posted 4/8/2026full-timeCharlotte • North Carolina • 🇺🇸 United StatesJuniorMid-Level💰 $25 - $42 per hourWebsite
Tech Stack
Tools & technologiesSFDC
About the role
Key responsibilities & impact- 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
What you’ll need- 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
Benefits
Comp & perks- 401K matching
- health benefits
- employee stock options
- paid time off
- volunteer time off
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
sales experiencelead qualificationprospectingcold callingemail outreachsocial media outreachKPI tracking
Soft Skills
effective communicationrelationship buildingmotivationresilience