Business Development Associate

Role 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).

What You Will Do

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, and utilize Salesforce.com to track individual KPIs and understand the impact of lead flow on territory funnel and results.

Why It Might Be a Fit

We want high-energy, strong collaborators who can deliver a world class, sales experience. We are looking for people who thrive in a fast-paced environment, are client focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.

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)
• 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

Benefits

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