Business Development Associate
LPL Financial
Job Title: Business Development Associate
Key Responsibilities
- Prospect financial advisors to gauge/create interest in meeting with an LPL recruiter.
- Use the news cycle, territory makeup, and direction of recruiters/leaders to execute 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.
- Conduct 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 to qualify for the next level opportunity as an Internal Regional Director.
Requirements & Tech Stack
- Sales experience or similar related degree.
- Salesforce.com.
- MS Word, MS Excel, MS PowerPoint, MS Outlook.
- Ability to quickly build rapport, primarily via phone-based communication.
- Comfortable with some travel (two times per year for training).
- Must be in office 3 days a week (Tuesday - Thursday).
Qualifications
- Highly motivated and resilient by achieving sales targets consistently.
- Experience or understanding of broker/dealers, advisory, finance, or sales principals.
Pay Range
- $52,500.00 - $87,500.00
- This range includes base salary and potential sales incentive compensation.