Hybrid AVP, Strategic Business Development – Full Book Sales

Posted 6 days ago

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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

Job title

AVP, Strategic Business Development – Full Book Sales

Job type

Experience level

Lead

Salary

$138,600 - $231,000 per year

Degree requirement

Bachelor's Degree

Location requirements

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