National Director, Consultant Relations
$215kLincoln Financial Services
National Director, Consultant Relations
We are excited to bring on a motivated National Director, Consultant Relations to our Institutional Retirement Distribution Team to work remotely, with travel. In this role, you will be the primary liaison to strategic advisor and consultant firms. You will be responsible for developing and implementing a strategic plan to achieve sales and retention goals with the advisor firms you cover. In addition, you will have a multifaceted understanding of key contacts, how they market themselves, market segments targeted, their business operations and alignment with Lincoln's value proposition. You will direct the overall relationships within your assigned firms in partnership with external wholesalers and client service teams.
What you'll be doing:
- 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
What we're looking for:
- 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%
Application Deadline: Applications for this position will be accepted through June 26th, 2026, subject to earlier closure due to applicant volume
What's it like to work here? At Lincoln Financial, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.
What's in it for you:
- 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
- Work arrangements that work for you
- Effective productivity/technology tools and training
The pay range for this position is $215,000 - $480,000 with anticipated pay for new hires between the minimum and midpoint of the range and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln's total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package.
About The Company: Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services. With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach.
Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY.
Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice.
Lincoln is committed to creating an inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
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