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 through phone-based (cold-calling) and supplemental digital means (email campaigns and social media)
• Execute on weekly prospecting campaigns using the news cycle, territory makeup, and direction of the recruiters/leaders
• Qualify leads independently, deciding whether to present them to the Internal Regional Director or Field Regional Director
• Make 100 outreaches per day – cold calls (primary), individual emails, and social media outreaches (LinkedIn)
• Track individual KPIs using Salesforce.com and understand the impact of lead flow on territory funnel and results
• Develop skills, knowledge base, and industry experience 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 building rapport primarily via phone-based communication
• Experienced with MS Word, MS Excel, MS PowerPoint, Salesforce, MS Outlook
• Experience or understanding of broker/dealers, advisory, finance, or sales principles

Benefits

We offer 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. Our pay range is $25.24-$42.07/hour, 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.