Business Development Associate

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.

Responsibilities

• Possess primary prospecting efforts through phone-based (cold-calling) and supplemental efforts using digital means (email campaigns and social media)
• 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

Requirements

• Sales experience or similar related degree
• Highly motivated and resilient by achieving sales targets consistently
• 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

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

Preferences

• Must be in office 3 days a week (Tuesday - Thursday)

Pay Range

Pay Range: 57,750.00 - 96,250.00

Company Overview

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.

Benefits

• 401K matching
• health benefits
• employee stock options
• paid time off
• volunteer time off