Sales Platform Enablement Lead Consultant

Job not on LinkedIn

🕒 September 3

🔔 Pennsylvania – Remote

🔔 Pennsylvania – Remote

💵 $106.9k - $171k / year

⏰ Full Time

🟠 Senior

🤑 Sales

👻 Ghost score 0%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Lincoln Financial

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1905

💼 Consulting

⚖️ Legal

💸 Finance

Consulting • Legal • Finance

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

• Provide training and education to internal and external business partners on financial planning and digital tools • Act as a strategic leader across key business areas to direct, develop, prioritize, and roll out complex concepts • Collaborate with Marketing to develop sales and marketing campaigns supporting sales concepts across distribution channels • Maintain productive relationships with internal partners, external sales management, and customers to capture sales and market share • Create complex narratives and models supporting sales concept deliverables • Create, implement, and facilitate training on financial planning and digital tool concepts • Serve as a subject matter expert for advisors and key stakeholders, providing strategies to increase client business • Train Lincoln producers and wholesalers on Lincoln’s product strategy and financial advantages over competitors • Partner with Market Insights and Relationship Management teams to determine digital platform access and identify wholesalers requiring access or training • Travel nationally up to 30%

🎯 Requirements

• 5+ years of experience in financial services sales and/or marketing focused on annuities, retirement plans, long-term care, and/or life insurance, aligned with the role’s responsibilities • 1–3+ years of experience/knowledge of financial planning and/or digital tools platforms • Experience with iCapital, MoneyGuide, eMoney, or similar tools • FINRA Series 6 or 7 license, obtained within 90 days of hire • Life, Health, and Variable Annuity license, obtained within 90 days of hire • 4-year/Bachelor's degree or equivalent work experience; 4 years of experience in lieu of Bachelor's • Technical knowledge of annuities, life insurance, long-term care, and retirement plans • Strong problem-solving and critical-thinking skills • Effective verbal and written communication skills • Ability to adapt quickly in a changing work environment • Ability to travel nationally up to 30%

🏖️ Benefits

• 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 • Flexible work arrangements • Productivity/technology tools and training • Annual Incentive Program eligibility • Long-term incentives and sales incentives may be available • Relocation assistance is not available