Job Description

Alternate Locations: Atlanta, GA (Georgia)

Relocation assistance is not available for this opportunity.

Level: S4

Requisition 65369

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.

General Purpose of the Role

The Sr. Account Director, Group Benefits develops, directs, implements, & maintains a business plan to achieve sales & growth goals for group ancillary benefit sales within 50-2K lives. The Sr. Account Director will build, enhance & direct the relationship with Advisors/Registered Representatives/Brokers/Plan Sponsors/Participants and also build, direct & maintain intermediary sales programs/plans which result in an increase in sales revenue & market share within the assigned territory.

Duties & Responsibilities

* Maintains knowledge on current and emerging developments/trends for assigned area(s) of responsibility, assesses the impact, and collaborates with senior management to incorporate new trends and developments in current and future solutions.
* Serves as a subject matter expert to internal/external stakeholders by developing and maintaining an advanced understanding of LFG's products, services and operational structure for their assigned area(s) of responsibility.
* 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.
* Directs 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.
* Directs the identification and implementation of process improvements that reduce workloads or improve quality for their assigned area(s) of responsibility.
* Collaborates with internal stakeholders to ensure the proper processing of all sold products from time of sale to issuance.
* Develops/drives complex sales strategy to increase sales/market share in territory
* Profiles territory's complex Advisors, Registered Reps &/or Brokers to target sr./exec relationships to build/identify firms/institutions interested in LFG offerings
* Cultivates, directs, & maintains sr./exec. client relationships
* Increases/gains awareness of Lincoln offerings w/ complex Advisors, Registered Reps &/or Brokers
* Develops, directs & executes complex plans to increase/gain opportunities to introduce Lincoln sr./exec. management to targeted Advisors, Registered Reps &/or Brokers
* Builds/maintains long-term relationships w/ complex Advisors, Registered Reps &/or Brokers, ensuring satisfaction/increased revenues
* Builds/directs a complex relationship platform, identifying sr./exec contacts in targeted Advisors, Registered Reps &/or Brokers to achieve profitable sales/growth
* Serves as a subject matter expert, leveraging an advanced understanding of LFG products, services & operational structure in territory
* Actively participates in financial services &/or insurance industry organization meetings as a subject matter expert
* Actively seeks opportunities for Lincoln sponsor &/or speak at events
* Supports growth in all segments of Lincolns products/services to maximize/capitalize on opportunities to penetrate firms/institutions
* Conducts Advisor, Registered Reps &/or Brokers meetings to achieve sales targets
* Develops/maintains collaborative relationships w/ internal stakeholders to achieve sales goals
* Provides feedback/intelligence to internal partners on existing/targeted firms/institutions
* Ensures conflicts regarding Lincolns products/services are resolved
* Collaborates with internal stakeholders on proposals &/or promo materials for area(s) of responsibility.
* Maintains sales call data in appropriate systems &/or completes sales reports.
* Meets/exceeds department &/or sales goals/targets for their territory.
* Supports Relationship Management retention & looks for opportunities to cross sell/cross partner with internal stakeholders.

Education

* 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) - Minimum Required

Experience

* 5 7+ Years experience years in intermediary sales that directly aligns with the specific responsibilities for this position (Required )

Certifications

* Dependent upon Product Being Sold -Upon Hire

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.

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Nearest Major Market: Atlanta
Job Segment: HR, Account Manager, Manager, Compensation, Human Resources, Sales, Management