Financial Advisor Prospecting & Growth Specialist

LPL Financial LLC; San Diego (CA); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

401(k) matching

Health benefits

Employee stock options

Paid time off

Volunteer time off

Job summary

LPL Financial LLC in San Diego is looking for a Business Development Associate to drive Financial Advisor lead flow to the recruiting team. Responsibilities include cold calling prospects and developing the skill set for future advancement.

The ideal candidate has a Bachelor’s degree in Business or Finance, communicates effectively, and is motivated to achieve sales targets. The role requires in-office work three days a week and offers a competitive compensation package with various benefits.

Qualifications

• Bachelor’s degree required.
• Ability to communicate effectively with leadership and recruiters.
• Must be onsite three days a week.

Responsibilities

• Prospect financial advisors through cold calling.
• Execute weekly prospecting campaigns based on territory research.
• Qualify leads for introduction to regional directors.

Skills

Effective communication with leadership

Sales motivation and resilience

Cold calling skills

Ability to build rapport via phone

Education

Bachelor’s degree in Business, Finance or related fields

Tools

Salesforce

MS Word

MS Excel

MS PowerPoint

MS Outlook

Job description

LPL Financial LLC in San Diego is looking for a Business Development Associate to drive Financial Advisor lead flow to the recruiting team. Responsibilities include cold calling prospects and developing the skill set for future advancement.

The ideal candidate has a Bachelor’s degree in Business or Finance, communicates effectively, and is motivated to achieve sales targets. The role requires in-office work three days a week and offers a competitive compensation package with various benefits.