Account Executive, Intermediary Sales

Less than 5 years experience  • 

Salary depends on experience
Posted on 03/27/18
Atlanta, GA
Less than 5 years experience
Salary depends on experience
Posted on 03/27/18

Develops, directs, implements, & maintains a business plan to achieve sales & growth goals for his/her assigned Intermediary Sales responsibility. S/he will build, enhance & direct the relationship with Advisors/Registered Representatives/Brokers/Plan Sponsors/Participants and also build, direct & maintain intermediary sales programs/plans which result in an increase in sales revenue & market share within the assigned territory.

Responsibilities

  • Actively participates in financial services and/or insurance industry trade organizations and finds opportunities for Lincoln to be a participant at these events by sponsorship and/or speaking opportunities.
  • Builds and directs a more complex relationship platform by identifying senior contacts within targeted Advisors, Registered Reps, Brokers and/or Plan Sponsor/Participants to achieve profitable sales and Lincoln's product breath growth.
  • Builds and maintains effective long-term relationships with assigned more complex Advisors, Registered Reps, Brokers and/or Plan Sponsor/Participants to ensure a high level of satisfaction and increase revenues.
  • Conducts Advisor, Registered Reps, Brokers and/or Plan Sponsor/Participants meetings and in-person meetings to achieve sales targets.
  • Cultivates, directs, and maintains increasingly senior level client relationships within assigned territory's Advisors, Registered Reps, Brokers and/or Plan Sponsor/Participants.
  • Develops & maintains a more complex sales program to increase sales revenue & market share within assigned Advisors, Registered Reps, Brokers &/or Plan Sponsor/Participants.
  • Develops a comprehensive understanding of existing/targeted Advisors, Registered Reps, Brokers and/or Plan Sponsor/Participants including targeted market segments, how they operate, and/or value proposition(s).
  • Develops and maintains relationships with internal stakeholders to achieve sales objectives
  • Develops, directs, and executes more complex plans to increase/gain opportunities to introduce Lincoln management and other resources to targeted Advisors, Registered Representatives, Brokers and/or Plan Sponsor/Participants.
  • Ensures any conflicts regarding Lincoln's products/services are resolved
  • Increases awareness of Lincoln's products and services with more complex Advisors, Registered Reps, Brokers and/or Plan Sponsor/Participants within his/her assigned territory.
  • Maintains sales call data in appropriate systems &/or completing sales reports
  • Meets or exceeds all department &/or sales goals/targets
  • Profiles territory and assigned more complex Advisors, Registered Reps, Brokers and/or Plan Sponsor/Participants to target relationships to build and identify which firms/institutions would be interested in LFG offerings.
  • Provides feedback and intelligence to internal partners on existing and targeted Advisors, Registered Reps, Brokers and/or Plan Sponsor/Participants
  • Supports Relationship Management retention efforts and looks for opportunities to cross sell and cross partner with appropriate internal stakeholders.
  • Works to support growth in all segments of Lincoln's products/service offerings to capitalize on the opportunities to penetrate assigned firms/institutions.

Education & Experience

  • 3 - 5+ Years of experience in intermediary sales that directly aligns with the specific responsibilities for this position (Required)
  • 4 Year/Bachelors Degree or equivalent work experience (4 years of experience in lieu of Bachelors) in (Minimum Required)

Certifications

  • Upon Hire Certifications/Licensures : Dependent upon Product Being Sold.

Requisition #36921

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