Financial Advisor Lead Gen Specialist

LPL Financial LLC; Austin (TX); Hybrid; USD 55,000 - 92,000; Full time

Benefits offered by this job

401K matching

Health benefits

Stock options

Paid time off

Job summary

LPL Financial Holdings Inc. is seeking a Business Development Associate to drive financial advisor lead flow to the Advisor Recruiting team. You will prospect, qualify leads, and report KPIs using Salesforce to measure territory funnel impact.

Role requires high energy, resilience, and collaboration in a fast-paced sales environment. The position is hybrid, with in-office days Tuesday-Thursday, and offers a competitive total rewards package.

Qualifications

• Sales experience or related degree required.
• Proven ability to prospect and qualify leads via phone.
• Proficient with Salesforce and MS Office tools.

Responsibilities

• Prospect financial advisors to gauge interest in meetings with a recruiter.
• Execute weekly prospecting campaigns using news, territory data, and recruiter direction.
• Track KPIs in Salesforce and report lead flow impact.
• Support Internal Regional Director readiness for next level.

Skills

Sales experience

Cold calling

Lead qualification

Salesforce

Communication skills

Team collaboration

Tools

Salesforce

MS Word

MS Excel

MS PowerPoint

MS Outlook

Job description

LPL Financial Holdings Inc. is seeking a Business Development Associate to drive financial advisor lead flow to the Advisor Recruiting team. You will prospect, qualify leads, and report KPIs using Salesforce to measure territory funnel impact.

Role requires high energy, resilience, and collaboration in a fast-paced sales environment. The position is hybrid, with in-office days Tuesday-Thursday, and offers a competitive total rewards package.