Job Description

Alternate Locations: Dallas, TX (Texas); Houston, TX (Texas)

Relocation assistance is not available for this opportunity.

Level: S4

Requisition 65737

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

Develops, implements and maintains a complex relationship management business plan to achieve profitable sales, growth, and retention goals for large/complex targeted clients for his/her assigned area(s) of responsibility. This individual will manage plan sizes from 1000-5000 lives in the Houston and Dallas markets.

Duties and Responsibilities

As a subject matter expert to internal stakeholders by consulting on complex sales strategies to optimize client satisfaction & retention

Builds and directs a complex relationship platform by identifying executive contacts within targeted organizations to achieve profitable sales & product breath growth.

Builds, enhances and maintains effective relationships with complex client organizations to ensure a high level of client satisfaction & increase sales revenues & profitability.

Collaborates with internal stakeholders on proposals and/or promotional materials.

Collaborates with internal stakeholders to ensure the proper processing of all sold products from time of sale to issuance.

Develops & maintains complex plans to support retention sales & product breadth growth within existing clients.

Develops a multifaceted understanding of existing/targeted client organizations.

Develops and maintains collaborative relationships with internal stakeholders to achieve sales objectives

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.

Develops, maintains and executes complex client relationship plans to ensure clients overall service needs are satisfied and achieve all business/profitability objectives.

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 his/her assigned area(s) of responsibility.

Identifies and resolves complex client issues/concerns in a timely manner.

Identifies clients with retention risk and develops and executes complex plans to retain clients.

Increases awareness of LFG's products & services with assigned client organizations.

Maintains expense budgets to set limits.

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.

Maintains sales call data in appropriate systems and/or completes sales reports.

Meets or exceeds all department and/or sales goals/targets for his/her assigned clients.

Participates in financial services &/or insurance industry trade organization meetings seeking opportunities for LFG to participate via sponsorship &/or speaking opportunities

Profiles territory of complex clients to identify which firms may be interested in LFG offerings & targets executives with whom to build relationships

Provides feedback and intelligence to internal partners on existing and targeted clients.

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 his/her assigned area(s) of responsibility.

Serves as a subject matter expert to internal/external stakeholders by leveraging an advanced understanding and expertise of LFG's products, services & operational structure.

Supports retention efforts by looking for opportunities to cross sell/partner with appropriate stakeholders.

Works effectively to support growth in all segments of LFGs product/service offerings to capitalize on opportunities to penetrate client organizations.

Additional Position Responsibilities

Carries out duties in compliance with all state and federal regulations and guidelines. Complies with all company and site policies and procedures.

Makes a positive contribution as demonstrated by: - Making suggestions for improvement - Learning new skills, procedures and processes

Performs other duties as required.

Remains current in profession and industry trends.

Other Skills and Abilities

Ability to perform under stress in cases of emergency, critical or hazardous situations.

Ability to work with others in a team environment.

Demonstrated ability to develop strategies and business plans to deliver and exceed expected business objectives and results.

Demonstrated ability to ensure workloads are appropriately balanced among team members.

Demonstrated ability to identify and recommend processes improvements.

Demonstrated ability to identify, develop and implement processes improvements.

Demonstrates advanced relationship management skills with internal clients (e.g. management, peers and colleagues) and external clients; proven ability to develop creative and collaborative approaches.

Demonstrates strong interpersonal skills with a collaborative style.

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 management, colleagues and peers.

Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).

Successfully completes regulatory and job training requirements.

Education

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

Certifications

Licenses dependent upon product being supported with specified time frame -Upon Hire

Experience

5 7+ Years experience in relationship management that directly aligns with the specific responsibilities for this position (Required )

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: Dallas
Nearest Secondary Market: Fort Worth
Job Segment: Account Manager, Manager, Consulting, Law, Compliance, Sales, Management, Technology, Legal