As a Business Development Associate – Lead Generation at LPL Financial, you’ll play a crucial role in driving growth and expanding our network of financial advisors. Your primary responsibility will be to identify, qualify, and nurture leads to ultimately contribute to the success of our business.
Responsibilities
- Prospecting:Actively seek out potential financial advisors through various channels, including cold calling, email campaigns, and social media outreach.
- Lead Qualification: Assess the suitability of prospective leads based on their experience, client base, and alignment with LPL’s values and offerings.
Relationship Building:
Establish rapport with potential advisors Advertising Marketing Agencies Email List and foster long-lasting relationships through personalized communication and exceptional service.
Pipeline Management:
- Utilize CRM tools to track and manage the sales pipeline, ensuring that leads are followed up with consistently and efficiently.
- Data Analysis: Analyze lead data to identify trends, optimize prospecting strategies, and measure the effectiveness of lead generation efforts.
- Collaboration: Work closely with the sales team to provide qualified leads and support the advisor onboarding process.
Qualifications
- Proven track record in lead generation and sales within the financial services industry.
- Strong communication and interpersonal skills, with the ability to build relationships and influence others.
- Excellent organizational and time management skills, with a focus on achieving results.
- Proficiency in CRM software and other relevant sales tools.
- A passion for helping others and a desire to contribute to the growth of a successful financial services firm.
Benefits
- Competitive compensation package, including base salary and commission.
- Comprehensive benefits package, including healthcare, retirement plans, and paid time off.
- Opportunities for professional Material Benefits of Using Botim Database development and advancement within the organization.
- A collaborative and supportive work environment.
About LPL Financial
LPL Financial is a leading independent broker-dealer CZ leads and investment advisor. We provide our advisors with the resources and support they need to serve their clients effectively. We are committed to fostering a culture of innovation, collaboration, and excellence.
