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Associate
LPL Financial
San Diego, CA, United States
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Job Description
The Business Development Associate is 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). The Business Development Associate will be part of the Lead Generation Team that reports to the VP of Advisor Recruiting.
Essential Functions:
• •Training and development to understand and articulate LPL’s value proposition, general LPL policies, competitive landscape, the financial services industry and the benefits of joining one of LPL’s affiliation options.
• •Using the news cycle, territory makeup and direction of the recruiters/leaders to execute on weekly prospecting campaigns
• •Prospecting financial advisors to gauge/create interest in meeting with a LPL recruiter
• •Using 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)
• •Finding personal emails for advisors in our database that only have corporate email (example, gmail.com vs. wellsfargo.com)
• •Using Salesforce.com to track and report on individual KPIs
• •Using Salesforce.com to understand the impact of lead flow on territory funnel and results
• •Participate in weekly team meetings and 1:1’s with team leader(s)
• •Develop skillset, knowledge base and industry experience in order to qualify for next level opportunity as an Internal Regional Director.
Qualifications:
• •Bachelor’s degree in Business, Finance or related areas
• •Series 6, 7 and 66 preferred
• •2+ years in a sales related role; financial services experience preferred
• •Highly motivated and resilient by achieving sales targets consistently and desire to be on an Incentive Compensation Plan based on individual results
• •Effective written and verbal communication skills are required
• •Ability to quickly build rapport, primarily via phone based communication
• •Ability to communicate effectively with leadership, field recruiting professionals, and internal recruiters
• •Schedule flexibility; mostly standard business hours, however campaigns or time zones may impact arrival and departure times
• •Comfortable with some travel, 2-3 times per year for training
• •MS Word, MS Excel, MS PowerPoint, Salesforce, MS Outlook