National Director, Consultant Relations
$215kLincoln Financial Services
Alternate Locations: Work from Home; US All Regions Work Arrangement: Remote : Work at home employee residing outside of a commutable distance to an office location. Relocation assistance: is not available for this opportunity. Requisition #: 76148 The Role at a Glance 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
What's in it for you:
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 Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. 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.
Follow us on Facebook, X, LinkedIn, Instagram, and YouTube. For the latest company news, visit our newsroom.
Be Aware of Fraudulent Recruiting Activities If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters. Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Please contact Lincoln's fraud team at View email address on click.appcast.io if you encounter a recruiter or see a job opportunity that seems suspicious. Additional Information This position may be subject to Lincoln's Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln's current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities. Any unsolicited resumes or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial are considered property of Lincoln Financial and are not subject to payment of agency fees. Lincoln Financial ("Lincoln" or "the Company") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex, age, national origin or disability. Opportunities throughout Lincoln are available to employees and applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling View phone number on click.appcast.io. This Employer Participates in E-Verify. See the E-Verify notices. Este Empleador Participa en E-Verify. Ver el E-Verify avisos.
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%
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
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 Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. 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.
Follow us on Facebook, X, LinkedIn, Instagram, and YouTube. For the latest company news, visit our newsroom.
Be Aware of Fraudulent Recruiting Activities If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters. Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Please contact Lincoln's fraud team at View email address on click.appcast.io if you encounter a recruiter or see a job opportunity that seems suspicious. Additional Information This position may be subject to Lincoln's Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln's current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities. Any unsolicited resumes or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial are considered property of Lincoln Financial and are not subject to payment of agency fees. Lincoln Financial ("Lincoln" or "the Company") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex, age, national origin or disability. Opportunities throughout Lincoln are available to employees and applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling View phone number on click.appcast.io. This Employer Participates in E-Verify. See the E-Verify notices. Este Empleador Participa en E-Verify. Ver el E-Verify avisos.
Vacancy posted 12 hours ago
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