Job Description

The Role

As the Sr. Director, Consultant Relations, you will be responsible for partnering with strategic and emerging National and regional independent registered advisor firms, traditional consulting firms and also advisors in the traditional broker dealer firms to achieve sales and growth goals . You will direct the overall relationship within the assigned firms and territory.

60-75% travel required within assigned Western territory

Responsibilities

Builds and directs a complex relationship platform by identifying senior/executive contacts within targeted firms to achieve profitable sales & Lincoln's product breath growth
Collaborates with internal stakeholders on proposals & distribution of relevant marketing materials 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.
Conducts firm/institution meetings & in-person meetings to achieve sales targets (e.g. due diligence meetings, one-on-one meetings, sponsorship & speaking opportunities).
Develops & drives a complex sales program strategy to increase sales revenue & market share within assigned area of responsibility
Develops a multifaceted understanding of existing/targeted firms/institutions including targeted market segments, how they operate &/or value proposition(s) & builds relationships with them
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, directs & executes complex plans to increase/gain opportunities to introduce Lincoln senior management & other resources to targeted firms/institutions
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.
Ensures any potential conflicts regarding Lincoln's products/services are resolved
Increases penetration in territory by optimizing and growing relationships within existing complex firms/institutions. Cultivates, directs & maintains senior/executive level client relationships within assigned territory's firms/institution
Increases/gains awareness of Lincoln's products & services with complex firms &/or institutions within their assigned territory
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 &/or completing sales reports
Meets or exceeds all department &/or sales goals/targets for their assigned territory
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.
Serves as a subject matter expert to internal/external stakeholders through leveraging an advanced understanding & expertise of LFG's products, services & operational structure for their assigned area(s) of responsibility
Utilizes expense budgets to set limits & maximizes sales opportunities within their assigned territory
Works effectively to support growth in all segments of Lincoln's products/service offerings to maximize and capitalize on the opportunities to cross sell & penetrate assigned firms/institutions.

Education

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

Certifications

FINRA S6 and S63 within 90 days
Life and Health within 120 day

Experience

5 7+ Years experience in external wholesale that directly aligns with the specific responsibilities for this position
Strong working knowledge of retirement plans and the competitive landscape

#LI-JH1

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.