$150K — $200K *
Develops, directs, implements, and maintains a complex business plan to achieve sales and growth goals for large/complex (1-2000 Llves) targeted Advisors/Registered Representatives/Brokers/
Actively participates in financial services &/or insurance industry organization meetings as a subject matter expert
Actively seeks opportunities for Lincoln sponsor &/or speak at events
Builds/directs a complex relationship platform, identifying sr./exec contacts in targeted Advisors, Registered Reps &/or Brokers to achieve profitable sales/growth
Builds/maintains long-term relationships w/ complex Advisors, Registered Reps &/or Brokers, ensuring satisfaction/increased revenues
Collaborates with internal stakeholders on proposals &/or promo materials for area(s) of responsibility.
Collaborates with internal stakeholders to ensure the proper processing of all sold products from time of sale to issuance.
Conducts Advisor, Registered Reps &/or Brokers meetings to achieve sales targets
Cultivates, directs, & maintains sr./exec. client relationships
Develops business on behalf of the Lincoln Financial Group (LFG) in a manner that supports a positive company image, in compliance with all required rules and regulations and ethical in all considerations.
Develops, directs & executes complex plans to increase/gain opportunities to introduce Lincoln sr./exec. management to targeted Advisors, Registered Reps &/or Brokers
Develops/drives complex sales strategy to increase sales/market share in territory
Develops/maintains collaborative relationships w/ internal stakeholders to achieve sales goals
Directs business on behalf of the Lincoln Financial Group (LFG) in a manner that supports a positive company image, in compliance with all required rules and regulations and ethical in all considerations.
Directs the identification and implementation of process improvements that reduce workloads or improve quality for his/her assigned area(s) of responsibility.
Ensures conflicts regarding Lincolns products/services are resolved
Increases/gains awareness of Lincoln offerings w/ complex Advisors, Registered Reps &/or Brokers
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 solutions.
Maintains sales call data in appropriate systems &/or completes sales reports
Meets/exceeds department &/or sales goals/targets for his/her territory
Profiles territory's complex Advisors, Registered Reps &/or Brokers to target sr./exec relationships to build/identify firms/institutions interested in LFG offerings
Provides feedback/intelligence to internal partners on existing/targeted firms/institutions
Serves as a subject matter expert to internal/external stakeholders by developing and maintaining an advanced understanding of LFG's products, services and operational structure for his/her assigned area(s) of responsibility.
Serves as a subject matter expert, leveraging an advanced understanding of LFG products, services & operational structure in territory
Supports growth in all segments of Lincolns products/services to maximize/capitalize on opportunities to penetrate firms/institutions
Supports Relationship. Management retention & looks for opportunities to cross sell/cross partner with internal stakeholders
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 develop strategies and business plans to deliver and exceed expected business objectives and results.
Demonstrated ability to ensure workloads are appropriately balanced among team members.
Demonstrated ability to identify and recommend processes improvements.
Demonstrated ability to identify, develop and implement processes improvements.
Demonstrates advanced relationship management skills with internal clients (e.g. management, peers and colleagues) and external clients; 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 management, colleagues and peers.
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
Dependent upon Product Being Sold -Upon Hire
5 7+ Years experience years in intermediary sales that directly aligns with the specific responsibilities for this position (Required )
Valid through: 7/9/2021