Senior Account Manager, Relationship Management

Emploi pas sur LinkedIn

🕒 il y a 27 jours

🗣️🇺🇸🇬🇧 Anglais requis

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Logo of Lincoln Financial

Lincoln Financial

10 000+ employés

Fondée en 1905

💸 Finance

👥 RH Tech

Finance • HR Tech • Insurance

Lincoln Financial est une organisation dédiée à la protection de la vie privée et de la sécurité de ses candidats. Elle informe activement les candidats sur les éventuelles arnaques de recrutement et décrit ses procédures de recrutement rigoureuses, tout en précisant qu'elle ne demande pas d'informations personnelles sensibles pendant le processus de candidature. L'entreprise offre un éventail diversifié d'opportunités de carrière dans divers domaines tels que l'actuariat, la finance, le juridique et le service client, et s'engage à maintenir l'égalité des chances en matière d'emploi.

Description

• Develop and execute strategic business plans that drive sales growth, market expansion, and retention within assigned firms. • Build and maintain strong relationships with senior leaders and key decision makers across wire and bank channels. • Serve as a subject matter expert on LFG products, services, and operational processes. • Lead complex client relationship strategies that address service needs and resolve escalated issues. • Identify at risk clients and implement retention strategies. • Profile assigned territories to identify opportunities and cultivate new relationships. • Participate in industry organizations and events to enhance LFG visibility. • Collaborate with internal teams to ensure seamless processing of sold products. • Conduct client meetings and finalist presentations.

🎯 Exigences

• 3-5 Years experience in relationship management • Bachelor's degree or equivalent work experience • FINRA Series SIE, 6, 63, L&H • Analytical skills and close attention to detail • Effective verbal and written communication skills • Ability to adapt quickly in a changing work environment

🏖️ Avantages

• PTO/parental leave • Competitive 401K and employee benefits • Free financial counseling • Health coaching • Employee assistance program • Tuition assistance program • Leadership development and virtual training opportunities

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