National Director – Consultant Relations

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Logo of Lincoln Financial

Lincoln Financial

10.000+ funcionários

Fundada em 1905

💸 Finanças

👥 RH Tech

Finance • HR Tech • Insurance

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

• Develop and maintain a strong understanding of Lincoln Financial Group (LFG) products, services and operational structure to enhance ability to identify and target sales growth opportunities • Develop business on behalf of the LFG in a manner that supports a positive company image, in compliance with all required rules and regulations and ethical in all considerations • Build and maintain strong business relationships with key sales clients to meet or exceed established sales goals, quotas, targets, or objectives • Collaborate with internal stakeholders to propose placement of additional Lincoln products in existing client book of business • Proactive outreach to potential customers from internal leads or generated by marketing activity • Serve as a resource to internal and external parties while developing and maintaining collaborative relationships to achieve sales objectives • Capture and maintain sales call data in appropriate systems and/or completes sales reports • Develop a multifaceted understanding of the advisor firms you cover and alignment with Lincoln’s value proposition to achieve sales and retention goals • Support growth in all segments of Lincoln's products/service offerings to maximize and capitalize on the opportunities to grow Lincoln’s scope of business with the firms you cover • Ensure any potential conflicts regarding Lincoln's products/services are resolved • Maintain knowledge on current and emerging developments/trends, assess the impact, and collaborate with management to incorporate new trends and developments in current and future solutions

🎯 Requisitos

• 5 -7+ Years’ of relevant experience in consultant relations or national account management within retirement plans, aligned with the responsibilities of the role • 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) • 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 • Confident, comfortable communicator with strong written and verbal communication skills • Strong presentation skills with demonstrated ability to influence at all levels of management through clear, informed and logical discussions/presentations • FINRA S6, S63 and LH & VA licenses obtained within 90 days of hire • Ability to travel domestically, up to 50%

🏖️ Benefícios

• PTO/parental leave • Competitive 401K and employee benefits • Free financial counseling, health coaching and employee assistance program • Tuition assistance program • 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 • Effective productivity/technology tools and training

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