Lincoln International is a trusted investment banking advisor to business owners and senior executives. They are seeking a Business Development Representative to support bankers by prospecting and cold-calling C-suite executives for mergers and acquisitions opportunities.
Responsibilities:
- Leverage phone calls, email, LinkedIn, and other appropriate channels to contact and persuade C-level executives to take introductory meetings with our bankers
- Utilize Salesforce to record prospect communication activities, drive follow-up with senior business development professionals and bankers where appropriate
- Build and modify phone scripts and email templates for prospecting
- Understand 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 to obtain General Securities Representative and state registration credentials
Requirements:
- Bachelor's degree
- 1+ years of relevant sales experience
- Microsoft Excel and Word experience
- Cold-Calling experience
- Appointment Setting experience
- Salesforce experience