AVP, Inside Sales Desk Manager
Job ID R-027068 Date posted 12/14/2022 Primary Location SC-Fort Mill Other Locations TX-Austin , MA-Boston , CA-San Diego
LPL Financial is looking for an experienced Inside Sales Manager to manage, oversee and support the Business Development Associate team within the Inside Sales division of LPL’s Recruiting department. Our Business Development Associates are responsible for prospecting and sourcing Financial Advisors to join LPL Financial. The leader of this team would be tasked in helping these sales professionals find optimal ways to create awareness amongst the advisors community around all of LPL’s capabilities in order to attract financial advisors to LPL. This role is ideal for candidates who enjoy sales, teamwork and inspiring others to give their best in finding opportunities and achieving great outcomes.
This role is an exciting opportunity for a candidate that has a background in managing inside sales teams and has experience coaching to:
Sales Process
Call Quality Standard
Building open communication culture inside the team.
Ensure sales, finance and legal procedures are met.
Train, Evaluate and monitor sales presentative performance.
Ensuring Productivity/Dial Targets are met.
Use of customer feedback in the design of call campaigns
The ideal candidate would have
Minimum of 3+ years sales experience
Recent team management experience
Process implementation experience
Excellent communication, interpersonal and team management skills
Effective written and verbal communication skills
Prior management or sales coaching experience required
Strong leadership skills with ability to coach & motivate a team
Strong organization skills
Exceptional knowledge of all Microsoft applications: Excel, PowerPoint, Outlook, Word. Familiarity with Salesforce is a plus.
Driven and ambitious individual with strong desire to succeed
Minimum Education Required: Bachelor’s degree in Finance, Business Administration or related field of study
Series 7 and 66 preferred
Ability to understand and clearly articulate LPL’s business model, product platforms, pricing and various affiliation models
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 (800) 877-7210.
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