Client Services Manager
Certus
SFDC
New Grad Business Development Associate
LPL Financial
full-time
Posted on:
Origin: • 🇺🇸 United States • California, Massachusetts
Visit company websiteSalary
💰 $25 - $42 per hour
Job Level
Entry Level
Tech Stack
SFDC
About the role
- Drive Financial Advisor lead flow to LPL’s Advisor Recruiting team in order to increase sales
- 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
- Primary prospecting efforts will be phone based (cold-calling) with supplemental efforts using digital means (email campaigns and social media)
- 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
- 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
- 100 outreaches per day – cold calls (primary), individual emails and social media outreaches (LinkedIn)
