Lead Sales Specialist

2 weeks ago

San Diego, California, United States LPL Financial Full time

Are you a team player with a growth mindset? Are you interested in working in meaningful projects? Do you want to work with cutting-edge technology? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place 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.

Job Overview:

The primary purpose of this role is to assist our sales team in aiding financial professionals by navigating and applying the most relevant business solution products & services offerings to specific business owner situations.

Responsibilities:

  • The Lead Sales Specialist must demonstrate a high level of product knowledge, professionalism, and attention to detail.
  • Knowledgeable of specific products within our LPL Business Solutions Consulting team and suite of services and emerging solutions (Marketing Solutions, Administrative Solutions, CFO Financial Solutions, The Assurance Plan, M&A Solutions, Digital Office Solutions, etc.
  • Administratively support territory leader through appointment schedule, lead qualification, contracting, etc.
  • Outbound prospecting and lead generation
  • Support sales and marketing campaign activities, such as prospecting, data mining, and event follow up.

What Are We Looking For?

We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team-oriented, and can execute in a way that encourages creativity and continuous improvement.

Requirements:

  • Minimum Education Required: Bachelor's Degree
  • Experience in the Financial Services Industry

Core Competencies:

  • A Drive for Professional Growth and Development
  • Demonstrated ability to use independent judgment to make decisions and solve problems.
  • Ability to communicate clearly and concisely as well as an ability to motivate the client to action with a high degree of professionalism
  • Develop skillset, knowledge base, and industry experience in order to qualify for next level opportunity as an Internal Regional Consultant.
  • Proven ability achieving sales targets consistently.

Preferences:

  • FINRA 6, 7 and, 66

Pay Range:

$30.15-$45.23/hourActual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offerWhy 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.

Want to hear from our employees on what it's like to work at LPL? Watch this

We take social responsibility seriously. Learn more here

Want to see info on our benefits? Learn more here

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 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

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