Business Development Associate: Fast Track to Director

LPL Financial

Tempe (AZ)

On-site

USD 53,000 - 88,000

Full time

9 days ago

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Job summary

LPL Financial in Tempe, AZ is seeking a Business Development Associate to drive advisor lead flow for the Advisor Recruiting team. The role focuses on prospecting via phone, email, and social outreach, with a daily goal of high-volume outreach and rigorous KPI tracking in Salesforce.

You will develop your skills toward Internal Regional Director opportunities, with a path through Regional Director roles, and you will work in-office three days per week, collaborating with leadership to grow our

Qualifications

  • 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).

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

Phone-based prospecting
Lead qualification
Sales reporting

Education

Bachelor’s degree in Business, Finance or related areas

Tools

Salesforce
MS Word
MS Excel
MS PowerPoint
MS Outlook

Job description

LPL Financial in Tempe, AZ is seeking a Business Development Associate to drive advisor lead flow for the Advisor Recruiting team. The role focuses on prospecting via phone, email, and social outreach, with a daily goal of high-volume outreach and rigorous KPI tracking in Salesforce.

You will develop your skills toward Internal Regional Director opportunities, with a path through Regional Director roles, and you will work in-office three days per week, collaborating with leadership to grow our

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