Financial Advisor Recruitment & Lead Gen Specialist

LPL Financial; United States; On-site; USD 53,000 - 88,000; Full time

Benefits offered by this job

401K matching

Health benefits

Paid time off

Employee stock options

Job summary

LPL Financial is seeking a Business Development Associate in the United States to drive Financial Advisor lead flow to Advisor Recruiting through prospecting and reporting. Primary outreach is via phone, with emails and social media support.

The role requires a Bachelor’s in Business/Finance, strong communication, and in-office presence three days a week (Tue-Thu). Base pay ranges with incentives, plus comprehensive benefits.”

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

Lead generation

Cold calling

Prospecting

Sales reporting

CRM reporting

Salesforce

MS Word

MS Excel

MS PowerPoint

MS Outlook

Education

Bachelor’s degree in Business, Finance or related areas

Tools

Salesforce

MS Word

MS Excel

MS PowerPoint

MS Outlook

Job description

LPL Financial is seeking a Business Development Associate in the United States to drive Financial Advisor lead flow to Advisor Recruiting through prospecting and reporting. Primary outreach is via phone, with emails and social media support.

The role requires a Bachelor’s in Business/Finance, strong communication, and in-office presence three days a week (Tue-Thu). Base pay ranges with incentives, plus comprehensive benefits.”