We help people confidently plan for their version of a successful financial future.
National Director – Consultant Relations
Location
Pennsylvania
Posted
14 days ago
Salary
$215K - $480K / year
Seniority
Lead
Job Description
National Director – Consultant Relations
Lincoln Financial
• 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
Job 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
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