Lincoln Financial Group National Director of Consultant Relations Annapolis, Maryland Apply Now
Alternate Locations: US All Regions; Work from Home
Work Arrangement: Remote: Work at home employee residing outside of a commutable distance to an office location.
Relocation assistance: is not available for this opportunity.
Requisition #: 73595
The Role at a Glance
We are excited to bring on a motivated National Director of Consultant Relations to our Institutional Retirement Distribution Team to work remotely, with travel. In this role, you will be the primary liaison to strategic advisor and consultant firms. You will be responsible for developing and implementing a strategic plan to achieve sales and retention goals with the advisor firms you cover. You will direct the overall relationships within your assigned firms in partnership with external wholesalers and client service teams.
What you'll be doing
- Develop and maintain a strong understanding of Lincoln Financial Group (LFG) products, services and operational structure to enhance ability to identify and target sales growth opportunities.
- Develop business on behalf of the LFG in a manner that supports a positive company image, in compliance with all required rules and regulations and ethical in all considerations.
- Build and maintain strong business relationships with key sales clients to meet or exceed established sales goals, quotas, targets, or objectives.
- Collaborate with internal stakeholders to propose placement of additional Lincoln products in existing client book of business.
- Proactive outreach to potential customers from internal leads or generated by marketing activity.
- Serve as a resource to internal and external parties while developing and maintaining collaborative relationships to achieve sales objectives.
- Capture and maintain sales call data in appropriate systems and/or completes sales reports.
- Develop a multifaceted understanding of the advisor firms you cover and alignment with Lincoln’s value proposition to achieve sales and retention goals.
- Support growth in all segments of Lincoln's products/service offerings to maximize and capitalize on the opportunities to grow Lincoln’s scope of business with the firms you cover.
- Ensure any potential conflicts regarding Lincoln's products/services are resolved.
- Maintain knowledge on current and emerging developments/trends, assess the impact, and collaborate with management to incorporate new trends and developments in current and future solutions.
What we’re looking for
- 5 -7+ Years’ experience in external wholesale or relationship management in retirement plans that directly aligns with the responsibilities.
- 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's).
- Demonstrates advanced relationship management skills with internal clients (e.g. management, peers and colleagues) and external clients; proven ability to develop creative and collaborative approaches.
- Confident, comfortable communicator with strong written and verbal communication skills.
- Strong presentation skills with demonstrated ability to influence at all levels of management through clear, informed and logical discussions/presentations.
- FINRA S6, S63 and LH & VA licenses obtained within 90 days of hire.
- Ability to travel domestically, up to 50%.
Application Deadline
Applications for this position will be accepted through September 27th, 2024, subject to earlier closure due to applicant volume.
What’s it like to work here?
At Lincoln Financial Group, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.
What’s in it for you:
- Clearly defined career tracks and job levels, along with associated behaviors for each Lincoln leadership Attribute.
- Leadership development and virtual training opportunities.
- PTO/parental leave.
- Competitive 401K and employee benefits.
- Free financial counseling, health coaching and employee assistance program.
- Tuition assistance program.
- A leadership team that prioritizes your health and well-being; offering a remote work environment and flexible work hybrid situations.
- Effective productivity/technology tools and training.
About The Company
Lincoln Financial Group helps people to plan, protect and retire with confidence. As of Dec. 31, 2023, approximately 17 million customers trust our guidance and solutions across four core businesses – annuities, life insurance, group protection and retirement plan services. Headquartered in Radnor, Pa., Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. Learn more at LincolnFinancial.com.
Lincoln is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
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