Business Development Consultant

6 days ago


Fort Mill, South Carolina, United States LPL Financial Full time

Sales Enablement & Training

As a Business Development Consultant, you will work closely with LPL's Business Transitions team to develop sales enablement materials and training programs for advisors transitioning to LPL's platform.

About the Role

We are seeking an experienced consultant who can analyze the current state of our advisory transition process and develop recommendations for improvement.

Responsibilities

  • Analyze the current state of LPL's advisory transition process.
  • Develop recommendations for improvement.
  • Work closely with the Business Transitions team to develop sales enablement materials and training programs.

Requirements

To be successful as a Business Development Consultant at LPL Financial, you should have:

  • 2+ years of experience in financial services and/or client-facing role.
  • Experience with MS Word, MS Excel, MS PowerPoint, Salesforce, MS Outlook.
  • Able to travel up to 50% of the time.

Core Competencies

  • Exceptional interpersonal skills with a strong ability to build trust and respect quickly in a client-facing role.
  • Strong presentation skills and eager to learn how to host webinars.

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