LPL Financial

Business Development Associate

LPL Financial

full-time

Posted on:

Location Type: Hybrid

Location: San Diego • California, Illinois • 🇺🇸 United States

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Salary

💰 $28 - $46 per hour

Job Level

JuniorMid-Level

Tech Stack

SFDC

About the role

  • 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
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