Job Description

Alternate Locations: San Ramon, CA (California)

Relocation assistance is not available for this opportunity.

Level: M3

Requisition 65437

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 Job

As the Director, Agency Sales for Lincolns Retirement Plan Services West Region, you will provide leadership and direction to ensure group results. You will work closely with leadership and internal stakeholders to execute sales growth solutions and ensure intermediate-level financial professionals are properly oriented, trained and coached. You will also be responsible for developing training programs, measurement tools, conducting accountability calls/business planning calls with new financial professionals.

This position can maintain a financial planning practice could devote 25% of their time to the practice.

This role will be base out of the following locations with up to 50% travel:
3000 Executive Parkway, San Ramon, CA
Responsibilities
Provides subject matter expertise to team members and internal/external stakeholders on complex assignments/projects for his/her assigned area(s) of responsibility.
Provides training and development opportunities, including stretch assignments, for team members and gives honest and open feedback to aid in the development of talent.
Directs and evaluates individual/team performance and takes appropriate action to meet and/or exceed performance standards
Establishes and implements priorities, performance goals and objectives to ensure group results
Partners with Senior Leadership to advance the divisions initiatives and training
Directs and provides leadership to continually improve capability and results
Ensures that top talent is hired and retained
Builds organizational capability
Develops an accountability and measurement system for financial professionals and conducts weekly accountability calls with all apprentices in their first year of affiliation
Conducts conversations with Financial Professionals when they are not meeting their production requirements and are at risk of losing affiliation
Provides subject matter expertise to evaluate current training resources available and provides financial professionals with most applicable and up to date material needed to grow their practices
Directs and provides subject matter expertise to internal stakeholders to implement training and enforce the measurement system required to track and monitor goals and results of financial professionals
Provides feedback, guidance and assists with the development of Financial Professionals business plan for their practice
Provides coaching to Financial Professionals around sales and tactical skills to build successful practices, this includes but is not limited to sharing best practices and case studies
Makes a positive contribution as demonstrated by: - Making suggestions for improvement - Learning new skills, procedures and processes
LI-DS

Education

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

Experience

7+ Years of experience in financial planning that directly aligns with the specific responsibilities of this role
3+ years of managerial, supervisory, and/or demonstrated leadership experience
Confident, comfortable communicator with strong written and verbal communication skills.
Strong presentation skills with demonstrated ability to influence at all levels of management through clear, informed and logical discussions/presentations.
Demonstrates strong project management leadership skills including, critical ability to coordinate and balance multiple projects in a time-sensitive environment, under pressure, and meeting deadlines.
Finds common ground and can gain collaboration among senior management, colleagues and peers; can influence outcomes without directing or commanding.
Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
Successfully completes regulatory and job training requirements.

CERTIFICATIONS
FINRA Series 7 upon hire / Series 63 upon hire / Series 24 within 180 days

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: San Francisco
Nearest Secondary Market: Oakland
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