AVP, Strategic Business Development – Full Book Sales
LPL Financial
full-time
Posted on:
Location Type: Hybrid
Location: San Diego • California, North Carolina • 🇺🇸 United States
Visit company websiteSalary
💰 $138,600 - $231,000 per year
Job Level
Lead
About the role
- Consult Financial Advisors on business valuation, exit planning, and the opportunity to monetize part of their business to LPL Financial
- Demonstrate strong sales skills to drive results of acquired Assets Under Management
- Build and analyze financial models in Microsoft Excel to ultimately influence small business owner, Financial Advisors
- Confidently present and negotiate acquisition purchase offers & deal structures
- Generate, qualify, and nurture sales leads through targeted email campaign activities, prospecting, data mining, event follow up, and more
- Effectively manage and execute on a sales pipeline in Salesforce
- Prepare and conduct educational webinars for internal partners and leadership
- Provide industry subject matter expertise in Financial Services and Mergers & Acquisitions, (or the ability to quickly learn)
- Adopt new sales techniques and apply constructive feedback
- Ability to thrive in a high-pace environment, think-outside-the-box and provide creative solutions for complex scenarios
- Demonstrate a high level of professionalism, attention to detail, and emotional intelligence when communicating with clients
Requirements
- 5+ years of relevant experience in a sales role and/or M&A environment
- 2+ years of experience in the Financial Services Industry
- Proficient/Advanced in Microsoft Excel, PowerPoint, and Salesforce
- Strong organizational skills
- Highly motivated by competition and achieving sales targets
- Strong verbal and written communication skills
- Operate effectively within a sales team organization
Benefits
- 401K matching
- health benefits
- employee stock options
- paid time off
- volunteer time off
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
business valuationexit planningfinancial modelingsales pipeline managementsales techniques
Soft skills
strong sales skillscommunication skillsorganizational skillsemotional intelligencecreativity