Internal Sales Associate

Are you team player, yet a self-starter, with a proactive approach in sourcing candidates? Do you have the ability to learn quickly and multi-task effectively?  Do you have a solid understanding of sales techniques?  Are you comfortable with cold-calling and building relationships with new contacts?  Do you want to be part of a company that is committed to making a positive impact on the industry and community?  If so, LPL Financial is the place for you!

Excited to learn more? If so, then this could be the role for you!  

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 18,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

This role is a remote opportunity that would allow you to support Financial Advisors associated with LPL Financial. The financial advisors operates under our Employee Advisor Model. You will join a team that is dedicated to helping clients in every stage of their financial life. This exciting position will allow you to grow your career and by helping the people and families that look to our Financial Advisors for financial solutions.

Job Overview:

As an Internal Sales Associate, you'll be a key player in driving growth and success for our financial services organization located in Olympia, WA. You'll work closely with the Vice President of Branch Development to identify and recruit top Financial Advisors to join our business model and programs. The primary responsibility of this role is to work closely with the Vice President of Branch Development, partnering to recruit Financial Advisors into the business model and programs. The Internal Sales Associate provides a high quality, value-add sales and service experience. This role is a critical part of our organization's mission to provide world-class financial services to our clients, and you'll be working alongside a team of professionals dedicated to delivering exceptional results.

Key Responsibilities

• Prospecting through a variety of methods, including the use of online job boards, social media, searching multiple databases and conducting outbound phone calls
• Serve as the first point of contact with prospective advisors, articulate and sell our business model and the benefits of affiliating with Financial Advocates and our programs
• Screen advisors, by conducting phone interviews, based on financial institution’s needs
• Partner with, and communicate directly with our various financial institutions, regarding their hiring needs, prospective advisors and conduct timely follow-ups
• Consistently enter all sales progress, meeting notes and client contact into CRM
• Setting appointments and onsite visit coordination and support
• Work with the VP of Branch Development and Business Development Consultants to assist with current advisor succession and recruiting needs
• Partner with the VP of Branch Development and Director of Marketing in achieving their goals through various duties, included but not limited to: events, emailing, mailers, phone calls, meetings, etc.

What we’re looking for

We're seeking a highly motivated and results-driven professional with a strong sales background, excellent communication skills, and the ability to work independently. The ideal candidate will have a proven track record of success in prospecting, building relationships, and driving growth. Specifically, they will have a proven track record of successfully prospecting and recruiting financial advisors, with a strong understanding of the financial services industry.

Requirements:

• 1+ years related work experience within financial services
• 1+ years of experience within a sales environment
• 1+ years of experience working with Microsoft Office suite
• Prior experience with CRM’s systems
• Prior experience working within a team environment and with co-workers who work remotely
• Bachelor’s degree in Business, Marketing, Finance, Economics or related field of study

• Strong verbal and written communication skills

Preferences:

• Series 6, 7, 63, 65 and or 66 licensing preferred
• Attention to detail and high level of follow-through
• Energetic and results-oriented
• Understanding of sales techniques
• Strong prospecting skills

#LI-REMOTE

Pay Range:

Why LPL? 

At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.

We are one team on one mission. We take care of our advisors, so they can take care of their clients.

Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.

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Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

Information on Interviews:

LPL will only communicate with a job applicant 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 any form of payment from the applicant, or information regarding an applicant’s bank or credit card.  Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.