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

• Prolong prospecting efforts with financial advisors to gauge/create interest in meeting with a LPL recruiter
• Execute on weekly prospecting campaigns using the news cycle, territory makeup, and direction of the recruiters/leaders
• 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
• Make 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

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
• 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

Benefits

• Pay Range: $25.24-$42.07/hour
• Limited travel required
• Comprehensive benefits package including health insurance, retirement plans, and paid time off
• Employee stock purchase plan
• Flexible work schedule
• Professional development opportunities