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Alternate Locations: Fort Lauderdale, FL; Jacksonville, FL; Miami, FL; Tampa, FL
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 #: 73513
The Role at a Glance
What you'll be doing
- Builds and directs a more complex relationship platform by identifying senior contacts within targeted firms to achieve profitable sales and Lincoln's product breadth growth.
- Collaborates with internal stakeholders to ensure the proper processing of all sold products from time of sale to issuance.
- Conducts firm/institution meetings and in-person meetings to achieve sales targets (e.g. due diligence meetings, one-on-one meetings, sponsorship and speaking opportunities).
- Develops a comprehensive understanding of existing/targeted firms/institutions including targeted market segments, how they operate, and/or value proposition(s) and is known by them.
- Develops and maintains a more complex sales program to increase sales revenue and market share within assigned area of responsibility.
- Increases penetration in territory by optimizing and growing relationships within existing more complex firms/institutions.
- Maintains sales call data in appropriate systems and/or completes sales reports.
- Meets or exceeds all department and/or sales goals/targets for their assigned territory.
- Utilizes expense budgets to set limits and maximize sales opportunities within their assigned territory.
- Works effectively to support growth in all segments of Lincoln's products/service offerings to maximize and capitalize on the opportunities to cross-sell and penetrate assigned firms/institutions.
- Adheres to LFD's Culture of Compliance. Complies with LFD's policies and procedures.
What we’re looking for
Must-Haves
- 3-5 years’ external sales experience in the financial services industry that directly aligns with the specific responsibilities preferred.
- FINRA Series SIE, 6, 63, L&H.
- Bachelor's degree or equivalent work experience.
- Analytical skills and close attention to detail necessary to determine proper processing of investment documents.
- Effective verbal and written communication skills.
- Skill in writing grammatically correct routine business correspondence such as brief transmittal memoranda.
- Ability to adapt quickly in a changing work environment.
Application Deadline
Applications for this position will be accepted through November 18, 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.
- 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.
- The pay range for this position is $190,000 - $480,000 with anticipated pay for new hires between the minimum and midpoint of the range and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln’s total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit, and individual. Other rewards may include long-term incentives, sales incentives, and Lincoln’s standard benefits package.
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. As of December 31, 2023, the company had $295 billion in end-of-period account balances, net of reinsurance. 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.
Additional Information
This position may be subject to Lincoln’s Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln’s current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.
Any unsolicited resumes or candidate profiles submitted through our website or to personal email accounts of employees of Lincoln Financial Group are considered property of Lincoln Financial Group and are not subject to payment of agency fees.
This Employer Participates in E-Verify. See the E-Verify notices.
Nearest Major Market: Miami
Job Segment: Outside Sales, Social Media, Direct Sales, Banking, Sales, Marketing, Insurance, Finance
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