Business Development Associate
LPL Financial
Fort Mill, SC0–2 yrs1h agovia LinkedIn
About the Role
As the Business Development Associate (BDA), you will be responsible for driving Financial Advisor lead flow to LPL’s Advisor Recruiting team in order to increase sales. This will be done through prospecting, lead qualification, and effective reporting. Primary prospecting efforts will be phone based (cold-calling) with supplemental efforts using digital means (email campaigns and social media).
Key Responsibilities
- Prospect financial advisors to gauge/create interest in meeting with an LPL recruiter
- Use the news cycle, territory makeup and direction of the recruiters/leaders to execute on weekly prospecting campaigns
- Use independent judgment 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 & Tech Stack
- 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
- Must be in office 3 days a week (Tuesday - Thursday)
Pay Range
$52,500.00 - $87,500.00
The pay salary range is inclusive of base salary and potential sales incentive compensation.