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Regional Director, Lincoln Financial Advisors

Lincoln Financial Group Boston, MA

Job Description

Alternate Locations: Buffalo, NY (New York); New York, NY (New York); Pittsburgh, PA (Pennsylvania); Rochester, NY (New York); Syracuse, NY (New York); US Northeast

Relocation assistance is not available for this opportunity.

Requisition #55711

About the Company

Lincoln Financial Group provides advice and solutions that help empower people to take charge of their financial lives with confidence and optimism. Today, more than 17 million customers trust our retirement, insurance and wealth protection expertise to help address their lifestyle, savings and income goals, as well as to guard against long-term care expenses. Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates.

The Role

Develops, implements and maintains a complex recruiting business plan to drive recruitment and retention of qualified financial advisors for his/her assigned area(s) of responsibilities in the New England market.S/he will communicate LFAs value proposition and culture in the marketplace while also leveraging and connecting local and national resources with financial advisors to drive growth objectives.


  • Communicates and models both the Lincoln and LFA value proposition and culture to the external marketplace and within their RPOs through partnership and collaboration with distribution partners.
  • Coordinates and engages resources to deliver enterprise sales results for LFA including Life, Annuities, and RPS sales.
  • Develops leads and contacts prospective advisors to determine suitability of current business with LFA strategies, goals, and compliance procedures.
  • Directs, oversees, and drives the recruitment of qualified financial advisors within a specific region.
  • Drives the growth and expansion of LFA's footprint within a specific region.
  • Leads the onboarding of new planners to LFA, partnering with the Relationship Management team and leverages local and national LFN resources including the Life Insurance, Advisory, and AdviceNext teams.
  • Monitors sales practices and standards for his/her region.
  • Partners with the National Recruiting Team to meet LFA's advisor recruitment goals.
  • Provides supervisory oversight and partners with Divisional Directors of Supervision to leverage LFA's centralized function and promotes a culture of compliance.

Education & Experience

  • 5 7+ Years experience in the Financial Services/Insurance industry with sales recruiting experience that directly aligns with the specific responsibilities for this position. (Required)
  • 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) (Minimum Required)


  • Upon Hire Certifications/Licensures : Series License-7, Series License-24, Series License-66, Resident State Life & Health.

Travel Information

  • Travel Type :National Domestic
  • Travel Amount :50-100%

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.

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 November 30, 2018
Date Closes December 30, 2018
Requisition 55711-en_US
Located In Boston, MA
Department Sales Management
SOC Category 00-0000.00