Internal Sales Associate

Lpl Financial Holdings; Seattle (WA); On-site; USD 35,817 - 53,726; Full time

Benefits offered by this job

401(k) matching

Health benefits

Employee stock options

Paid time off

Volunteer time off

Flexible remote work

Job summary

LPL Financial is seeking an Internal Sales Associate to recruit top Financial Advisors and join our business model and programs, working with the VP of Branch Development on growth initiatives.

The role involves prospecting via job boards and calls, screening advisors, and coordinating with institutions. A bachelor's in business-related field is preferred, and Series licenses are a plus. This is a remote opportunity with competitive pay and benefits.

Qualifications

• 1+ year of related work experience within financial services.
• 1+ year of experience in a sales environment.
• 1+ year of experience with Microsoft Office suite.
• Prior experience using CRM systems.
• Experience working within a team environment and with remote co-workers.
• Bachelor’s degree in Business, Marketing, Finance, Economics, or a related field.
• Strong verbal and written communication skills.

Responsibilities

• Prospect through online job boards, social media, databases, and outbound phone calls.
• Serve as the first point of contact with prospective advisors, articulating and selling our business model and benefits of affiliation.
• Screen advisors via phone interview based on financial institution needs.
• Partner and communicate directly with financial institutions regarding hiring needs and prospective advisors, conducting timely follow‑ups.
• Consistently enter all sales progress, meeting notes, and client contacts into CRM.
• Set appointments and coordinate on‑site visits.
• Collaborate with the VP of Branch Development and Business Development Consultants on current advisor succession and recruiting needs.
• Support the VP of Branch Development and Director of Marketing with events, emailing, mailers, phone calls, meetings, and other duties.

Skills

Sales experience

Communication skills

Independent work

Team collaboration

Education

Bachelor's degree in Business/Marketing/Finance/Economics

Tools

CRM systems

Microsoft Office

Job description

Job Overview

This remote opportunity supports Financial Advisors within LPL Financial. As an Internal Sales Associate, you will work closely with the Vice President of Branch Development to recruit top Financial Advisors to join our business model and programs.

Key Responsibilities

• Prospect through online job boards, social media, databases, and outbound phone calls.
• Serve as the first point of contact with prospective advisors, articulating and selling our business model and benefits of affiliation.
• Screen advisors via phone interview based on financial institution needs.
• Partner and communicate directly with financial institutions regarding hiring needs and prospective advisors, conducting timely follow‑ups.
• Consistently enter all sales progress, meeting notes, and client contacts into CRM.
• Set appointments and coordinate on‑site visits.
• Collaborate with the VP of Branch Development and Business Development Consultants on current advisor succession and recruiting needs.
• Support the VP of Branch Development and Director of Marketing with events, emailing, mailers, phone calls, meetings, and other duties.

What We’re Looking For

We seek a highly motivated, results‑driven professional with a strong sales background, excellent communication skills, and the ability to work independently.

Requirements

• 1+ year of related work experience within financial services.
• 1+ year of experience in a sales environment.
• 1+ year of experience with Microsoft Office suite.
• Prior experience using CRM systems.
• Experience working within a team environment and with remote co‑workers.
• Bachelor’s degree in Business, Marketing, Finance, Economics, or a related field.
• Strong verbal and written communication skills.

Preferences

• Series 6,7,63,65, and/or66 licensing preferred.
• Attention to detail and high level of follow‑through.
• Energetic and results‑oriented attitude.
• Understanding of sales techniques.
• Strong prospecting skills.

Pay Range

$26.15–$39.23per hour, based on skill, experience, education, and location. LPL Total Rewards includes 401(k) matching, health benefits, employee stock options, paid time off, volunteer time off, and more.

Benefits

Comprehensive benefits package, competitive pay, and flexible remote work.

EEO Statement

Principals only. EOE.

Interview Information

LPL will only communicate with job applicants directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request payment or bank/credit card information. For questions about the application process, contact LPL’s Human Resources Solutions Center at (855)575‑6947.