Business Development Associate
LPL Financial, Boston, MA, United States
Business Development Associate (BDA)
At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. If you're ready to take the next step, discover what's possible with LPL Financial. 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). If you want to learn and grow with us, this is the role for you. We have a robust career path where successful BDAs promote into Internal Regional Director (IRD) roles and from there have the opportunity to promote into our Regional Director (RD) roles. 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: 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) 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 *Pay does not reflect total Comp/Potential* Pay Range: $25.24-$42.07/hour The pay salary range is inclusive of base salary and potential sales incentive compensation based upon the applicable incentive compensation plan for this position. Base salary is determined on several factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Incentive compensation is dependent on achievement of goals set forth in the incentive compensation plan. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer! Join LPL Financial: Where Your Potential Meets Opportunity At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation's leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services. Why LPL? Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Unified Mission: We are one team on one missiontaking care of our advisors so they can take care of their clients. Impactful Work: Our size is just right for you to make a real impact. Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Community Focus: We care for our communities and encourage our employees to do the same. Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE. Information on Interviews: LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at (855) 575-6947.
At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. If you're ready to take the next step, discover what's possible with LPL Financial. 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). If you want to learn and grow with us, this is the role for you. We have a robust career path where successful BDAs promote into Internal Regional Director (IRD) roles and from there have the opportunity to promote into our Regional Director (RD) roles. 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: 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) 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 *Pay does not reflect total Comp/Potential* Pay Range: $25.24-$42.07/hour The pay salary range is inclusive of base salary and potential sales incentive compensation based upon the applicable incentive compensation plan for this position. Base salary is determined on several factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Incentive compensation is dependent on achievement of goals set forth in the incentive compensation plan. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer! Join LPL Financial: Where Your Potential Meets Opportunity At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation's leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services. Why LPL? Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Unified Mission: We are one team on one missiontaking care of our advisors so they can take care of their clients. Impactful Work: Our size is just right for you to make a real impact. Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Community Focus: We care for our communities and encourage our employees to do the same. Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE. Information on Interviews: LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at (855) 575-6947.