Regional Banking and Lending Consultant role at LPL Financial focusing on banking adoption and solutions for Advisors. Collaborating closely with internal teams and clients to enhance financial capabilities.
About the role
- Metro Practice Development Manager responsible for promoting CareCredit to high-value healthcare providers in the Vet industry. Engaging with providers to increase adoption and manage sales strategies in North San Francisco.
Responsibilities
- Conduct in-person visits promoting CareCredit to healthcare providers across the Vet industry
- Build strong working relationships to understand opportunities for growing sales
- Proactively identify and evaluate new business opportunities
- Develop long-term client relationships with physician offices
- Drive engagement through scheduled meetings and lead sales strategy
- Maintain knowledge of Synchrony/Health & Wellness products to support usage
- Coordinate with Enrollment team for smooth post-sale handoff
Requirements
- A minimum of 3 years sales experience including 1+ years of Consultative Sales experience
- Ability to travel daily up to 80% field with 50% overnight travel
- BA or BS degree or equivalent experience
- Advanced computer skills including Microsoft Word, Microsoft Excel, MS PowerPoint, MS Outlook
- Outside sales experience, Field Sales and Virtual/tele-sales experience
- Solution-oriented, consultative, value-based selling experience
- Medical sales / marketing experience
- Executive sales, account management, and assigned-territory routing experience
Benefits
- Health insurance
- 401(k) matching
- Annual bonus based on performance
- Professional development opportunities
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