Account Coordinator, Relationship Management

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🔥 0 minutes ago

🔔 Pennsylvania – Remote

🔔 Pennsylvania – Remote

💵 $72.9k - $131.6k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

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Lincoln Financial

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1905

💸 Finance

👥 HR Tech

Finance • HR Tech • Insurance

Lincoln Financial is an organization dedicated to protecting the privacy and security of its job applicants. It actively informs candidates about potential recruitment scams and outlines its robust hiring procedures, making clear that they do not request sensitive personal information during the application process. The company offers a diverse range of career opportunities across various fields including actuarial, finance, legal, and customer service, and is committed to maintaining equal employment opportunities.

📋 Description

• Builds partnerships with internal and external stakeholders to provide sales solutions and support to various LFD business units • Partners with key stakeholders to execute the department’s overall sales strategy • Manages business wide procedures to ensure alignment with LFD compliance rules • Works to review and resolve increasingly more complex operations and compliance issues/concerns • Motivates and strengthens relationships with the sales and business areas to implement targeted sales concepts and solutions that increase sales • Works to meet sales targets by defining, implementing and managing complex assignments necessary to drive these intended results • Collaborates with internal stakeholders to complete various complex projects to drive the sales strategy • Identifies, integrates and communicates product needs, strategies, field sales obstacles and issues as they arise to sales management • Supports the development & implementation of tactical sales strategies required to support LFD’s vision & direction

🎯 Requirements

• 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) in Computer Science, Information Systems, or Information Technology • 3-5 years of financial services experience • 1-3 years of proven sales and relationship building abilities • FINRA SIE and Series 6 required at time of hire • FINRA Series 63 - within 90 days of start date • Demonstrated strong relationship management skills with internal clients (e.g. management, peers and colleagues); proven ability to develop collaborative approaches • Confident, comfortable communicator with strong written and verbal communication skills.

🏖️ Benefits

• Clearly defined career tracks and job levels • 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