National Director – Consultant Relations

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🔥 0 minutes ago

🔔 Pennsylvania – Remote

🔔 Pennsylvania – Remote

💵 $215k - $480k / year

⏰ Full Time

🔴 Lead

👔 Director

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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

• 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

🎯 Requirements

• 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%

🏖️ Benefits

• 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