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
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
Benefits
401K matching
health benefits
employee stock options
paid time off
volunteer time off
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
sales prospectinglead qualificationcold callingemail outreachsocial media outreachKPI tracking
Soft skills
effective communicationmotivationresiliencerapport building