Regional Director, Lincoln Financial Advisors

Lincoln National Corporation   •  

Phoenix, AZ

Industry: Accounting, Finance & Insurance


5 - 7 years

Posted 54 days ago

This job is no longer available.

The Role

The Regional Director, LFA develops, implements and maintains a complex recruiting business plan to drive recruitment and retention of qualified financial advisors for his/her assigned area(s) of responsibilities in Phoenix, Salt Lake City, El Paso, Denver and Casper WY. S/he will communicate LFAs value proposition and culture in the marketplace while also leveraging and connecting local and national resources with financial advisors to drive growth objectives.


  • Communicates and models both the Lincoln and LFA value proposition and culture to the external marketplace and within their RPOs through partnership and collaboration with distribution partners.
  • Coordinates and engages resources to deliver enterprise sales results for LFA including Life, Annuities, and RPS sales.
  • Develops leads and contacts prospective advisors to determine suitability of current business with LFA strategies, goals, and compliance procedures.
  • Directs, oversees, and drives the recruitment of qualified financial advisors within a specific region.
  • Drives the growth and expansion of LFA's footprint within a specific region.
  • Leads the onboarding of new planners to LFA, partnering with the Relationship Management team and leverages local and national LFN resources including the Life Insurance, Advisory, and AdviceNext teams.
  • Monitors sales practices and standards for his/her region.
  • Partners with the National Recruiting Team to meet LFA's advisor recruitment goals.
  • Provides supervisory oversight and partners with Divisional Directors of Supervision to leverage LFA's centralized function and promotes a culture of compliance.

Education & Experience

  • 5 to 7+ Years experience in the Financial Services/Insurance industry with sales recruiting experience that directly aligns with the specific responsibilities for this position. (Required)
  • 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) (Minimum Required)


  • Upon Hire Certifications/Licensures : Series License-7, Series License-24, Series License-66, Resident State Life & Health.

Travel Information

  • Travel Type :National Domestic
  • Travel Amount :50-80%

Requisition #55623