Business Development Associate
LPL Financial is among the fastest growing wealth management firms in the U.S., seeking a Business Development Associate to drive Financial Advisor lead flow to their Advisor Recruiting team. The role involves prospecting, lead qualification, and reporting to increase sales through various outreach methods. 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 Skills Ability to communicate effectively with leadership, field recruiting professionals, and internal recruiters Sales experience or similar related degree 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 Must be in office 3 days a week (Tuesday - Thursday) Benefits 401K matching Health benefits Employee stock options Paid time off Volunteer time off Company Overview LPL Financial provides investment solutions and tools for independent financial advisors. It was founded in 1968, and is headquartered in Boston, Massachusetts, USA, with a workforce of 5001-10000 employees. Its website is