Team Lead, Institutional Retirement Sales

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🕒 Junho 25

🌾 Nebraska, North Carolina, +1 estados a mais – Remoto

🌾 Nebraska – Remote 🌲 North Carolina – Remote 🔔 Pennsylvania – Remote

💵 $96.900 - $250.000 / ano

⏰ Tempo Integral

🟠 Sênior

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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

• Provide leadership and direction to ensure group results for a team of Retirement Sales Consultants supporting the Institutional Retirement Distribution (IRD) sales • Direct and motivate the team by setting priorities and activities to help grow Defined Contribution and Stable Value Investment Only product offerings • Interact with retirement plan consultants, plan sponsors, and internal teams to identify and establish new business opportunities • Partner with IRD leadership to execute key deliverables and support strategic decision making • Directs the core team responsibilities to improve standards and enhance customer experience • Act as a resource on DC and SVIO products for stakeholders • Build and maintain strong business relationships with key sales clients to exceed sales goals • Ensure proper processing of all sold products from time of sale to issuance • Identify new advisors/consultants and make proactive calls to generate RFP's and/or appointments • Manage the sales cycle which often lasts 6-12 months • Provide training and development opportunities for team members • Establish priorities, performance goals and objectives to ensure group results • Analyze benchmarks and performance metrics to track sales plan progress and effectiveness

🎯 Requisitos

• 7+ years of experience in financial services sales and/or relationship management that aligns with the responsibilities for this position • 3+ years of managerial, supervisory and/or demonstrated leadership experience • Strong working knowledge of retirement plan sales process • FINRA S6 and S63 will be required within 90 days of hire • Life & Health certification will be required within 120 days of hire • Confident, comfortable communicator with strong written and verbal communication skills • Demonstrated strong relationship management skills with internal clients (e.g. senior management, peers and colleagues); proven ability to develop creative and collaborative approaches • Finds common ground and can gain collaboration among senior management, colleagues and peers; can influence outcomes without directing or commanding

🏖️ Benefícios

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