Avery Balfour
Business Development Associate at LPL Financial
- Role
- Business Development Associate at LPL Financial
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Avery Balfour
We take care of advisors so they can take care of their clients. I look forward to…
Experience
Business Development Associate
Jun 2024 — Present · Fort Mill, SC, US
Prospect financial advisors to gauge/create interest in meeting with a LPL recruiterUse the news cycle, territory makeup and direction of the recruiters/leaders to execute on weekly prospecting campaignsUse independent judgement to qualify a lead, determining if the lead should be introduced to the pipeline by presenting to the Internal Regional Director or field Regional Director100 outreaches per day – cold calls (primary), individual emails and social media outreaches (LinkedIn)Utilize Salesforce.com to track individual KPIs and understand the impact of lead flow on territory funnel and resultsDevelop skillset, knowledge base and industry experience in order to qualify for next level opportunity as an Internal Regional Director.KEY Pillar Lead - Membership2024 Q4 BDA Top Feeder (2nd)
Education
University of South Carolina
Bachelor of Science - BS, Hospitality Administration/Management
2020 — 2024
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