Institutional Retirement Plan Sales Director – MT/Midwest Region

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🕒 Junho 12

⛰️ Colorado, Iowa, +5 estados a mais – Remoto

⛰️ Colorado – Remote 🌾 Iowa – Remote 🌾 Nebraska – Remote ❄️ Minnesota – Remote 🏰 Missouri – Remote ⛷️ Utah – Remote 🧀 Wisconsin – Remote

💵 $215.000 - $480.000 / ano

⏰ Tempo Integral

🔴 Especialista

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Lincoln Financial

SiteLinkedInTodas as Vagas

10.000+ funcionários

Fundada em 1905

💼 Consultoria

⚖️ Jurídico

💸 Finanças

Consulting • Legal • Finance

A Lincoln Financial é uma organização dedicada a proteger a privacidade e segurança de seus candidatos a emprego. Ela informa ativamente os candidatos sobre possíveis golpes de recrutamento e descreve seus procedimentos de contratação robustos, deixando claro que não solicita informações pessoais sensíveis durante o processo de aplicação. A empresa oferece uma gama diversificada de oportunidades de carreira em vários campos, incluindo atuária, finanças, jurídico e atendimento ao cliente, e está comprometida em manter igualdade de oportunidades de emprego.

Descrição

• Develops, maintains and executes complex client relationship plans to ensure clients’ overall service needs are satisfied and achieve all business/profitability objective • Act as a subject matter expert to internal stakeholders by consulting on complex sales strategies to optimize client satisfaction & retention • Builds, enhances and maintains effective relationships with complex client organizations to ensure a high level of client satisfaction & increase sales revenues & profitability • Identifies clients with retention risk and develops and executes complex plans to retain clients • Develops & maintains complex plans to support retention sales & product breadth growth within existing clients • Profiles territory of complex clients to identify which firms may be interested in LFG offerings & targets executives with whom to build relationships • Serves as a subject matter expert to internal/external stakeholders by leveraging an advanced understanding and expertise of LFG's products, services & operational structure • Participates in financial services &/or insurance industry trade organization meetings seeking opportunities for LFG to participate via sponsorship &/or speaking opportunities • Supports retention efforts by looking for opportunities to cross sell/partner with appropriate stakeholders • Meets or exceeds all department and/or sales goals/targets

🎯 Requisitos

• 5+ Years experience in sales and/or relationship management of Defined Contribution plans that directly aligns with the responsibilities for this position • 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) • FINRA S6, S63, Life & Health within 180 days of hire • Confident, comfortable communicator with strong written and verbal communication skills • Demonstrates ability to communicate knowledgeably and credibly with internal/external senior management • Strong presentation skills with demonstrated ability to influence at all levels of management through clear, informed and logical discussions/presentations • 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 • Ability to travel 50%

🏖️ Benefícios

• PTO/parental leave • Competitive 401K and employee benefits • Free financial counseling, health coaching and employee assistance program • Tuition assistance program • Effective productivity/technology tools and training • Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes • Leadership development and virtual training opportunities