Hybrid Business Development Associate

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About the role

  • Business Development Associate responsible for prospecting and lead qualification for Financial Advisors at LPL Financial. Collaborating with teams to drive sales and enhance recruiting efforts.

Responsibilities

  • 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

Job title

Business Development Associate

Job type

Experience level

JuniorMid level

Salary

$25 - $42 per hour

Degree requirement

Bachelor's Degree

Tech skills

Location requirements

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