AVP, Broker & Consultant Relationship Management

Lincoln National Corporation   •  

Phoenix, AZ

Industry: Finance & Insurance


11 - 15 years

Posted 54 days ago

This job is no longer available.

Alternate Locations: Atlanta, GA (Georgia); Boston, MA (Massachusetts); Charlotte, NC (North Carolina); Dover, NH (New Hampshire); Irvine, CA (California); Kansas City, KS (Kansas); Los Angeles, CA (California); Miami, FL (Florida); Nashville, TN (Tennessee); Omaha, NE (Nebraska); Orlando, FL (Florida); Phoenix, AZ (Arizona); Plano, TX (Texas); Portland, ME (Maine); Portland, OR (Oregon); Radnor, PA (Pennsylvania); San Ramon, CA (California); Scottsdale, AZ (Arizona); Tampa, FL (Florida); Westlake Village, CA (California); White Plains, NY (New York); Work from Home

Relocation assistance is not available for this opportunity.

Requisition #59921

About the Company

Lincoln Financial Group, a Fortune 250 company with over 10,000 employees, provides advice and solutions that help empower Americans to take charge of their financial lives with confidence. Our core business areas — Life Insurance, Annuities, Retirement Plan Services and Group Protection — focus on supporting, preserving and enhancing over 17 million customer’s lifestyles and retirement outcomes.

Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. The company had $238 billion in assets under management as of December 31, 2018.

Ranked one of the Best Large Employers in America by Forbes magazine, Lincoln Financial Group makes a serious investment in our employees’ futures through a broad range of wealth accumulation and protection plans, health and wellness programs, and career development resources designed to help each individual reach their personal and professional goals.



As the AVP, Broker & Consultant Relationship Management you will provide leadership to strategically develop and manage relationships with key brokers & consultants. Serve as the primary point of contact at the executive level with these firms. Partner with internal resources to advise on design of complex strategic programs & initiatives that address brokers' & consultants' service needs. Provide functional expertise and effectively manage relationships with brokers & consultants to support Lincoln's business goals and objectives, including sales growth and persistency.



  • Provides leadership to identify, develop, and maintain effective, mutually beneficial relationships and alliances with key partners, brokers, and consultants.
  • Develops and executes strategy with brokers/consultants to facilitate a continuous stream of opportunities aligned to business strategy.
  • Advises senior/executive management and other internal stakeholders on relationship management strategies which optimize retention and satisfaction and achieve desired business results
  • Shares broker/consultant perspectives, goals, and drivers with internal resources to develop, implement, and lead sales & marketing programs that drive account growth & persistency.
  • Leads activities that drive achievement of mutually acceptable goals, growth targets, and 'go to market' strategies.
  • Translates complex questions & feedback from brokers/consultants to internal resources to facilitate development of solutions & tools to meet partner needs.
  • Leads development and delivers presentations such as trainings and marketing/sales materials for broker/consultant events, forums, and continuing education seminars.
  • Regularly provides functional expertise to brokers/consultants regarding key Lincoln Financial Group updates (e.g. financial results, key leadership changes, product development launches).
  • Leads reporting & analyses to evaluate outcomes and effectiveness of relationship management activities.
  • Maintains knowledge of Lincoln products and industry trends; represents Lincoln at conferences, sales & marketing tradeshows.
  • Organizes and facilitates meetings with brokers/consultants; engages with appropriate internal resources to research questions and drive resolution of issues.
  • Leads and provides expertise on complex analyses on market intelligence to identify industry trends to inform and shape new strategic initiatives.
  • Directs/executes approved strategy decisions and contributes to strategy creation.
  • Provides strategic direction to build and enhance the capability.
  • Directs and enhances organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives.
  • Identifies and directs strategic process improvements that significantly improve quality across the team, department and/or business unit.
  • Provides subject matter expertise to team members and applicable internal/external stakeholders on complex assignments/projects.
  • Maintains knowledge on current and emerging developments / trends, assess the impact, and collaborates with senior management to incorporate new trends and developments in current and future strategies.



  • 4 Year/Bachelor's degree or 4 years equivalent work experience in lieu of Bachelor's (Minimum Required)
  • 10+ years of partnership and/or relationship management experience in the insurance industry directly related to the specific responsibilities of this position  (Required)



  • Travel Type: National Domestic
  • Travel Amount: 50%+



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/candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial Group are considered property of Lincoln Financial Group and are not subject to payment of agency fees.

Lincoln Financial Group ("LFG") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, veterans status, or genetic information.  Applicants are evaluated on the basis of job qualifications.  If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling 260-455-2558.