$150K — $200K *
This position provides leadership, direction and functional expertise to ensure departmental results for the southeast sales region for the retriment plan solutions (RPS) sales team. They will direct and motivate his/her assigned sales team(s) covering the West Region and set strategic priorities and activities within the southeast region which will lead to an increase in sales revenue and market share within assigned area of responsibility.
Allocates, oversees, and adheres to financial budgets for assigned region.
Anticipates and provides strategies/solutions to complex external wholesale problems or trends.
Builds organizational capability within his/her assigned area(s) of responsibility.
Builds, enhances and maintains relationships with firms/institutions for assigned areas to drive sales results and build a comprehensive understanding of external partner's business, product and customer experience needs.
Collaborates with key internal stakeholders and senior management to identify synergist/cross selling opportunities within the Lincoln Financial Group business portfolio.
Contributes to developing external wholesale strategies which optimize wholesaler productivity.
Develops, directs and maintains sales programs, sales promotion and product training meetings with external clients within assigned region.
Develops, implements and oversees the execution of strategic sales and business plans for assigned region.
Directs and enhances organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives within assigned area(s) of responsibility.
Directs and evaluates departmental performance and takes appropriate action to meet and/or exceed performance standards for assigned area(s) of responsibility.
Directs, establishes and implements priorities, performance goals and objectives to ensure departmental results for his/her assigned area(s) of responsibility.
Directs/executes approved strategy decisions and contributes to strategy creation for assigned area(s) of responsibility.
Ensures that top talent is hired and retained for his/her assigned area(s) of responsibility.
Identifies and directs strategic process improvements that significantly reduce workloads or improve quality across the team, department and/or business unit for assigned area(s) of responsibility.
Identifies external partner's business, product and/or customer experience needs and collaborates with internal key stakeholders and senior management to service assigned territory.
Maintains knowledge on current and emerging developments/trends for assigned area(s) of responsibility, assesses the impact, and collaborates with senior management to incorporate new trends and developments in current and future strategies.
Partners closely with internal stakeholders to align sales efforts with partner firm/institution strategies
Provides strategic direction and oversight on assigned team(s) sales goals and objectives.
Provides strategic leadership and direction to continually improve the capability and results for his/her assigned area(s) of responsibility.
Provides subject matter expertise to team members and internal/external stakeholders on complex assignments/projects for his/her assigned area(s) of responsibility.
Provides training and development opportunities, including stretch assignments, for team members and gives honest and open feedback to aid in the development of talent.
Adhere to LFDs Culture of Compliance. Comply with LFDs policies and procedures.
Carries out duties in compliance with all state and federal regulations and guidelines. Complies with all company and site policies and procedures.
Makes a positive contribution as demonstrated by: - Making suggestions for improvement - Learning new skills, procedures and processes
Performs other duties as required.
Remains current in profession and industry trends.
Ability to perform under stress in cases of emergency, critical or hazardous situations.
Ability to work with others in a team environment.
Demonstrated ability to identify, develop and implement processes improvements.
Demonstrated ability to successfully hire, retain, develop and coach staff via a culture of real-time performance feedback, with ability to build both technical and leadership skills.
Demonstrated strong relationship management skills with internal clients (e.g. senior management, peers and colleagues); proven ability to develop creative and collaborative approaches.
Demonstrates strong interpersonal skills with a collaborative style.
Demonstrates strong project management leadership skills including, critical ability to coordinate and balance multiple projects in a time-sensitive environment, under pressure, and meeting deadlines.
Finds common ground and can gain collaboration among senior management, colleagues and peers; can influence outcomes without directing or commanding.
Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
Successfully completes regulatory and job training requirements.
4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) - Minimum Required
FINRA Series 6, 63, 26, Life and Health Required
10+ Years Experience in external wholesale that directly aligns with the specific responsibilities for this position, including 3+ years of managerial, supervisory, and/or demonstrated leadership experience including influencing senior management/critical stakeholders experience (Required )
Valid through: 5/19/2021