Business Development Associate
LPL Financial, San Diego, CA, United States
Job Overview
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).
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.
What are we looking for? We want high-energy, strong collaborators who can deliver a world class sales experience. We are looking for people who thrive in a fast‑paced environment, are client focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.
Requirements
Ability to communicate effectively with leadership, field recruiting professionals, and internal recruiters
Sales experience or similar related degree
Core Competencies
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
Preferences
Must be in office 3 days a week (Tuesday - Thursday)
Pay Range $25.24-$42.07/hour
Equal Opportunity Employer. EOE.
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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.
What are we looking for? We want high-energy, strong collaborators who can deliver a world class sales experience. We are looking for people who thrive in a fast‑paced environment, are client focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.
Requirements
Ability to communicate effectively with leadership, field recruiting professionals, and internal recruiters
Sales experience or similar related degree
Core Competencies
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
Preferences
Must be in office 3 days a week (Tuesday - Thursday)
Pay Range $25.24-$42.07/hour
Equal Opportunity Employer. EOE.
#J-18808-Ljbffr