Account Manager – Relationship Management

Job not on LinkedIn

🔥 3 minutes ago

🔔 Pennsylvania – Remote

🔔 Pennsylvania – Remote

💵 $80k - $168k / year

⏰ Full Time

🟢 Junior

💰 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 and maintains strong business relationships with key sales clients • Collaborates with internal stakeholders to ensure the proper processing of all sold products • Serves as a resource to internal/external stakeholders for their assigned area(s) of responsibility • Develops and executes more complex client relationship plans • Identifies and resolves more complex client issues in a timely and collaborative manner • Profiles area of responsibility to identify clients interested in LFG offerings • Conducts site visits to clients to achieve sales targets • Maintains sales call data in appropriate systems and/or completes sales reports • Meets or exceeds all department and/or sales goals/targets for their assigned clients

🎯 Requirements

• 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) • 1 - 3+ Years experience in relationship management that directly aligns with the specific responsibilities for this position • FINRA Series 6 and 63 required • FINRA Series 7 and 66 preferred • A demonstrated track record of consistently meeting and/or exceeding performance expectations • Drives performance targets to completion • 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.

🏖️ Benefits

• 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