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AVP, National Account Management

Lincoln Financial Group Dallas, TX

Job Description

Alternate Locations:Dallas, TX (Texas); Denver, CO (Colorado); Los Angeles, CA (California); Portland, OR (Oregon); San Francisco, CA (California); Seattle, WA (Washington)

Relocation assistance will be considered/provided for this opportunity within our company guidelines.

Requisition #55323

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.


This position provides leadership, direction and functional expertise to ensure departmental results for National Accounts segment of Group Protection/Distribution. Works with internal partners to establish and drive sales growth and persistency.


  • Directs/executes approved strategy decisions and contributes to strategy creation.
  • Provides strategic leadership and direction to continually improve the capability and results.
  • Directs, establishes and implements priorities, performance goals and objectives to ensure departmental results.
  • Directs and evaluates departmental performance and takes appropriate action to meet and/or exceed performance standards.
  • Directs and enhances organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives.
  • Identifies and directs strategic process improvements that significantly reduce workloads or improve quality across the team, department and/or business unit.
  • Provides subject matter expertise to team members and internal/external stakeholders on complex assignments/projects.
  • Ensures that top talent is hired and retained for the team.
  • Provides training and development opportunities, including stretch assignments, for team members and gives honest and open feedback to aid in the development of talent.
  • Maintains knowledge on current and emerging developments/trends and assess the impact,
  • and collaborates with senior management to incorporate new trends and developments in current and future strategies.
  • Directs and manages the renewal process for Account Management book of business
  • Holds Directors, Account Management accountable for driving the business strategy and meeting the requirements of their role in support of their assigned territory
  • Ensures Account Management best practices are researched, developed, and applied consistently across the business
  • Directs and partners with all key areas of the organization in development and support of the future state service model
  • Directs and trains team on growing in-force book of business
  • Drives re-definition of current caseloads and territories
  • Directs and manages active pipeline for all Account Management Business
  • Establishes strong working relationships with largest in-force customers
  • Works closely with partners in marketing to develop and produce a finalist presentation specific for the needs of larger employers
  • Directs pre-sale support team to ensure quality of questionnaires and finalist presentations
  • Partners closely with Account Management Underwriting team to ensure profitability of all Account Management business
  • Works closely with Strategic Relationship organization to establish programs for larger consulting houses.


  • Year/Bachelors Degree or equivalent work experience (4 years of experience in lieu of Bachelors)
  • 10+ Years Insurance experience in the group space leading large and diverse Group Protection organizations
  • Experience working with Large National Accounts
  • 3+ Years Managerial, supervisory, and demonstrated leadership experience


  • Travel Type: National Domestic
  • Travel Amount: up to 50%

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 January 31, 2019
Date Closes March 2, 2019
Requisition 55323-en_US
Located In Dallas, TX
Department Sales Management
SOC Category 00-0000.00