Analyst for prospecting (BDR) to join Sittax's commercial team. Responsible for mapping new leads and conducting initial conversations with clients.
About the role
- AVP, Strategic Business Development role to expand advisor engagements at LPL Financial. Focused on M&A & Succession Planning while generating acquisition opportunities.
Responsibilities
- 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
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