6 дней назад
Business Development Associate
52 500 - 87 500$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Business Development Associate (Financial Services): Driving financial advisor lead flow for an advisor recruiting organization through phone-based prospecting, lead qualification, and performance reporting with an accent on cold calling, campaign execution, and Salesforce tracking. Focus on building qualified sales pipelines, evaluating lead potential, and consistently executing high-volume outreach.
Location: Fort Mill/Charlotte, United States; must be in the office three days per week, Tuesday through Thursday
Salary: $52,500–$87,500 per year, including base salary and potential sales incentive compensation.
Company
is a U.S. wealth management firm supporting financial advisors and financial institutions with affiliation models, investment solutions, fintech tools, and practice management services.
What you will do
- Prospect financial advisors and generate interest in meetings with LPL recruiters.
- Execute weekly prospecting campaigns using market news, territory information, and recruiter direction.
- Qualify leads using independent judgment and present suitable opportunities to regional recruiting leaders.
- Complete approximately 100 daily outreaches through cold calls, email, and LinkedIn.
- Track KPIs and evaluate lead-flow impact on territory funnels and results in Salesforce.
- Develop the skills and industry knowledge needed to progress toward an Internal Regional Director role.
Requirements
- Sales experience or a related degree.
- Effective communication with leadership, recruiting professionals, and internal recruiters.
- Ability to build rapport primarily through phone-based communication.
- Motivation and resilience in consistently achieving sales targets.
- Experience with Microsoft Word, Excel, PowerPoint, Outlook, and Salesforce.
- Experience or understanding of broker-dealers, advisory services, finance, or sales principles.
Culture & Benefits
- Collaborative, fast-paced environment focused on client service, creativity, and continuous improvement.
- Travel for training approximately twice per year.
- 401(k) matching, health benefits, employee stock options, paid time off, and volunteer time off.
- Training and development opportunities supporting progression into higher-level recruiting roles.
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