Business Development Director responsible for selling Diagnostic Services to pharmaceutical companies. Engaging stakeholders and managing client relationships to achieve sales targets with Labcorp.
About the role
- Enterprise Internal Business Development Officer driving the recruitment of new bank and credit union relationships to LPL Financial. Collaborating with internal teams to support onboarding and sales processes.
Responsibilities
- Partner with EBDO and segment leadership to add prospective Financial Institutions into the pipeline through active prospecting (cold calling, networking, and leveraging social media)
- Effectively use Salesforce to capture activity, updates, and to schedule/plan next action steps
- Partner with EBDO and segment leadership to provide solutions and strategies in efforts to advance prospective Financial Institutions through the pipeline
- Schedule and prepare Home Office Vist (HOV) and Field Office Visit (FOV) meeting checklists; including agenda, internal partner coordination, and effective meeting planning
- In coordination with the EBDOs and firm Sales Enablement resources, utilizing content to build presentations that effectively communicate the LPL Institution Services value proposition for all FOVs and HOVs.
- Coordinate meeting follow-up items and draft responses to be sent to prospective financial institution
- Execute upon agenda delivery for all external and internal meetings and partner with sales strategy team to deliver effective content for prospective financial institution engagements
- Participate with EBDO in regularly-scheduled check-ins with enterprises that specialize in the support of financial institutions
- Leverage underwriting system and work with advisor capital or corporate development to approve pricing and draft proposals
- Draft pricing proposal based on underwriting results
- Coordinate internal resources to draft RFP’s, focused primarily on getting "answers in boxes" (0-80% completion of RFP)
- Coordinate resources to introduce signed financial institution to transition team, includes scheduling kickoff call and potential advisor enrollment materials
- Draft and maintain prospect workbook and enterprise prospect profile documenting key facts and decisions of all prospective financial institution in the pipeline
- Attend weekly transition calls for committed financial institutions
- Request draft contracts, amendments and non-disclosure agreement within the legal portal
- Input contract accommodations in onboarding system once financial institution joins LPL
- Disburse onboarding form upon contract execute to establish institution ID
- Execute transition assistance disbursement process
Requirements
- 5-10 years of sales experience demonstrating success in both feeding the sales funnel and progressing deals towards deal close
- Flexibility to support EBDOs nationally, across different time zones and geographic areas
- Strong understanding and passion for the financial services industry
- Direct experience working closely with financial advisors and/or the executive leadership teams of wealth management firms
- Demonstrate strong organizational, problem solving, and decision making skills
- Enthusiastic, polished, and professional demeanor
- Strong ability to develop and memorialize key workflows and pull projects through completion
- Superior communication skills
- Understanding of complex sales processes
- Coachable with an ability to pivot and adapt as priorities evolve
- Brand ambassador for LPL externally and for the ISBD team internally
Benefits
- 401K matching
- health benefits
- employee stock options
- paid time off
- volunteer time off
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Business Development Leader at Forum Media Group, focusing on digital subscription growth and market development. Leading strategic initiatives and managing business partnerships for sustainable success.
Director of Business Development seeking to generate sales opportunities at UOVO, specializing in art, fashion, and collectibles. Collaborate with executive staff and lead strategic initiatives.
Inside Business Developer expanding the merchant services of Satispay, focusing on innovative payment solutions. Engaging with new and existing merchants to increase adoption and usage within the network.
Business Developer with Satispay, expanding its merchant network and promoting payment solutions in Italy. Engaging new clients and enhancing business growth through effective negotiation.
Senior Business Developer Corporate focusing on Large Corporate Merchants in payments. Drive new business and oversee technical integration while managing cross - functional teams.
Inside Business Developer expanding Satispay's merchant network and developing customer base through payment solutions. Collaborating with teams to promote innovative services and engage with clients.
Business Development Sr. Manager driving opportunities for LVC solutions at HII's Mission Technologies division. Collaborating with Air Force and Space customers in business growth initiatives.
Business Development Representative at Semperis driving sales and generating qualified leads in the cybersecurity sector. Engaging with prospects and working with Account Executives for revenue growth.
Business Development Representative at Jigsaw proactively seeking new business opportunities in the market while collaborating with the Business Development team.