Financial Advisor Recruiter: High-Energy Prospecting Pro

LPL Financial; Tempe (AZ); Hybrid; USD 53,000 - 88,000; Full time

Job summary

LPL Financial is hiring a Business Development Associate in Tempe to drive advisor lead flow to the Advisor Recruiting team. You will prospect financial advisors, qualify leads, and report on activities using Salesforce.

The role is fast-paced, requires strong communication and resilience, and involves in-office collaboration three days a week. Responsibilities include 100 daily outreaches via cold calls and emails, leveraging territory insights and the news cycle to fuel campaigns.

Qualifications

• Sales experience or a related degree
• Ability to communicate effectively with leadership and recruiters
• Proven prospecting and lead qualification skills
• Familiarity with CRM tools and reporting

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, emails and social media outreaches
• Utilize Salesforce.com to track KPIs and understand territory funnel and results
• Develop skillset, knowledge base and industry experience for next level opportunity

Skills

Sales experience

Communication

Prospecting

Lead qualification

Education

Sales-related degree or equivalent

Tools

Salesforce

MS Word

MS Excel

MS PowerPoint

MS Outlook

Job description

LPL Financial is hiring a Business Development Associate in Tempe to drive advisor lead flow to the Advisor Recruiting team. You will prospect financial advisors, qualify leads, and report on activities using Salesforce.

The role is fast-paced, requires strong communication and resilience, and involves in-office collaboration three days a week. Responsibilities include 100 daily outreaches via cold calls and emails, leveraging territory insights and the news cycle to fuel campaigns.