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The health and safety of our employees and candidates is very important to us. Due to the current situation related to the Novel Coronavirus (COVID-19), we’re leveraging our digital capabilities to ensure we can continue to recruit top talent at LPL Financial.As your application progresses, you may be asked to use one of our digital tools to help you through your recruitment journey. If so, one of our recruiters will explain what type of interviewing technology will be used throughout the recruitment process and will be on hand to answer any questions that you have. You can also email us at LPLFinancialHiring@lpl.com.
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Sr. Sales Support Specialist

Job ID: R-012101 Date posted: 11/23/2020 Primary Location CA-San Diego

The Senior Sales Support Specialist will provide administrative support to a team of internal and external recruiters within LPL’s Business Development department. LPL’s Business Development department is responsible for the recruitment of financial advisors and financial institutions to the firm.

Essential Functions:

  • Submit production reports via Salesforce to the Advisor Capital team and provide timely follow-up
  • Submit business analysis questionnaires (BAQ) to the Advisor Capital team in order to aid in the transition assistance underwriting process and provide timely follow-up
  • Draft recruit offer letters and submit for approval
  • Submit contract accommodations via Salesforce in order to process any accommodations that were granted as part of a recruit’s underwriting and offer process
  • Submit and track the disbursement of a recruit’s transition assistance payment via Salesforce
  • Become proficient in Salesforce in order to build reports and dashboards to provide efficiency to the sales team
  • Provide follow-up information for recruits post a home office visit (HOV)
  • Perform data entry and maintenance within Salesforce as necessary
  • Assist with maintaining a current library of sales materials and internal resources
  • Serve as a backup to the Home Office Visit Coordinator which includes travel logistics, agenda planning and reporting in support of our high volume of recruit home office visits
  • Act as a liaison between Business Development and internal business partners
  • Assist with scheduling outside counsel calls for recruits
  • Assist with additional administrative functions as needed

Qualifications:

  • Minimum Experience Required: 2+ years in an administrative related role; financial services experience preferred
  • Minimum Education Required:  Bachelor’s degree in Finance, Business Administration or related areas
  • Exceptional knowledge of all Microsoft applications: Excel, PowerPoint, Outlook, Word. Salesforce experience is a plus.
  • Effective written and verbal communication skills are required.  Ability to communicate with leadership, field recruiting professionals and internal recruiters.
  • Strong attention to detail and organization skills are a must
  • Ability to meet deadlines and manage multiple priorities in a fast paced sales environment

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.

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 @lpl.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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