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Retirement Sales Consultant

Lincoln Financial Group Radnor, PA
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Job Description

Alternate Locations:Radnor, PA (Pennsylvania)


Relocation assistance is not available for this opportunity.



Requisition #55462


About the Company

Lincoln Financial Group, a Fortune 250 company with over 10,000 employees, provides advice and solutions that help empower Americans to take charge of their financial lives with confidence. Our core business areas Life Insurance, Annuities, Retirement Plan Services and Group Protection focus on supporting, preserving and enhancing over 17 million customers lifestyles and retirement outcomes.

Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. The company had $253 billion in assets under management as of December 31, 2017.

Ranked one of the Best Large Employers in America by Forbes magazine, Lincoln Financial Group makes a serious investment in our employees futures through a broad range of wealth accumulation and protection plans, health and wellness programs, and career development resources designed to help each individual reach their personal and professional goals.

The Role

 

As a Retirement Sales Consultant, you will be responsible for providing detailed information regarding Lincoln Financial Groups retirement solutions for medium and large defined contribution plans.

 

Responsibilities

 

Sales Support

  • Develops and maintains a strong understanding of LFGs products, services and operational structure to enhance ability to identify and target sales growth opportunities
  • Develops business on behalf of the Lincoln Financial Group (LFG) in a manner that supports a positive company image, in compliance with all required rules and regulations and ethical in all considerations
  • Builds and maintains strong business relationships with key sales clients to meet or exceed established sales goals, quotas, targets or objectives for assigned area of responsibility
  • Collaborates with internal stakeholders to ensure the proper processing of all sold products from time of sale to issuance
  • Serves as a resource to internal/external stakeholders
  • Communicates the Lincoln Alliance Program demonstrating an understanding the retirement services industry
  • Works closely with external sales stakeholders to generate requests for proposals, assists in preparing for finalist presentations, and follows up on unresolved issues to win new business
  • Identifies new advisors/consultants and makes proactive calls to prospective plan sponsors and consultants/intermediaries to generate RFPs and/or appointments
  • Manages the sales cycle (including but not limited to; generating the proposals, preparing for finalist presentations, and getting answers to unresolved issues/questions) which often lasts 6-12 months
  • Acts as the resource between the external sales stakeholders and the various internal stakeholders
  • Manages client and consultant prospects information via databases and the internet
  • Completes administrative functions, such as literature fulfillment requests
  • Researches, gathers, and analyzes industry related data and acts as a resource to internal stakeholders and clients

 

Business Acumen

  • Maintains knowledge on current and emerging developments/trends, assesses the impact, and collaborates with management to incorporate new trends and developments in current and future solutions
  • Remains current in profession and industry trends.
  • Makes a positive contribution as demonstrated by:  - Making suggestions for improvement - Learning new skills, procedures and processes
  • Identifies and recommends to management process improvements that reduce workloads or improve quality

 

Requirements

 

Education

  • 4 Year/Bachelors degree or equivalent work experience (4 years of experience in lieu of Bachelors)
  • FINRA S6 and S63 within 60 days
  • Life & Health within 60 days

 

Experience

  • 1 - 3+ Years in retirement plans that directly aligns with the responsibilities of this role
  • Ability to read, analyze and interpret both internal and external documents such as general media/publications, professional journals, technical procedures, governmental regulations, policies, proposals, and standard operating procedures
  • Strong written and verbal communication skills
  • Apply concepts such as probability, statistics, modeling, percentages, ratios, and proportions to practical solutions
  • Works with mathematical concepts such as averages and/or variances
  • Ability to evaluate information and the implications of a course of action or solution
  • Ability to interpret and apply common sense understanding to carry out a variety of instructions furnished in written, oral, or diagram form
  • Ability to solve problems and deal with a variety of concrete variables in situations where only limited standardization exists
  • Define problems, collect data, establish facts and draw valid conclusions
  • Evaluate trends in data or information
  • Ability to perform under stress in cases of emergency, critical or hazardous situations
  • Ability to work with others in a team environment
  • Demonstrates excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail
  • Demonstrates strong interpersonal skills with a collaborative style
  • Demonstrates strong relationship management skills with internal clients (e.g. management, peers and colleagues) and external clients
  • Demonstrates the ability to use sound judgment and discretion regarding confidential information.
  • Finds common ground and can gain collaboration among management, colleagues and peers; can influence outcomes without directing or commanding
  • Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)

#LI-JH1


This position may be subject to Lincolns 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 Lincolns current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.

Any unsolicited resumes/candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial Group are considered property of Lincoln Financial Group and are not subject to payment of agency fees.

Lincoln Financial Group (LFG) 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 (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, veterans status, or genetic information. 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 260-455-2558.






Job Details

Date Posted September 7, 2018
Date Closes October 7, 2018
Requisition 55462-en_US
Located In Radnor, PA
Department Sales Management
SOC Category 00-0000.00
Location