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Regional Director, Lincoln Financial Advisors

Lincoln Financial Group Charlotte, NC

Job Description

Alternate Locations:Atlanta, GA (Georgia); Birmingham, AL (Alabama); Charlotte, NC (North Carolina); Nashville, TN (Tennessee)

Relocation assistance is not available for this opportunity.

Requisition #60547

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 $238 billion in assets under management as of December 31, 2018.

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

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 Tennesse, Alabama, and Georgia. 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.

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 November 15, 2019
Date Closes December 15, 2019
Requisition 60547-en_US
Located In Charlotte, NC
Department Sales Management
SOC Category 00-0000.00