Business Development Associate
About The Position
What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what’s possible with LPL Financial. 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). 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.
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)
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.
Benefits
- 401K matching
- health benefits
- employee stock options
- paid time off
- volunteer time off
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Number of Employees
5,001-10,000 employees
