Business Development Representative
New
L
Lincoln International, Inc.Investment banking
Remote (US); seeking someone based in the United StatesFull-TimeJunior
SalaryThe salary range for this role is $70,000-$75,000 on an annual basis. This job is also eligible for bonus pay.
Apply NowOpens the employer's application page
Job Details
- Experience
- 1+ years of relevant sales experience required
- Required Skills
- SalesforceMicrosoft Excel
Requirements
- Bachelor’s degree required.
- At least 1 year of relevant sales experience required.
- Microsoft Excel experience required.
- Microsoft Word experience required.
- Prepare for and successfully pass the Securities Industry Essentials (SIE) examination.
- Prepare for and successfully pass the Series 7 examination.
- Prepare for and successfully pass the Series 63 examination.
- Cold-calling experience preferred.
- Appointment-setting experience preferred.
- Salesforce experience preferred.
Responsibilities
- Contact and persuade C-level executives to take introductory meetings with bankers using phone calls, email, LinkedIn, and other appropriate channels.
- Record prospect communication activities in Salesforce.
- Drive follow-up with senior business development professionals and bankers where appropriate.
- Build and modify phone scripts and email templates for prospecting.
- Learn Lincoln International’s service offerings, industry profiles, and basic investment banking concepts.
- Compile and submit weekly reports.
- Prepare for and successfully pass the Securities Industry Essentials (SIE), Series 7, and Series 63 examinations.
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