Job Description

The Role at a Glance

As an External Financial Advisor Recruiter, you will be responsible for the recruitment of qualified financial representatives within your assigned territory (Northeast US) & market segment. In this role you will partner with management to establish recruiting goals and solutions. You will develop leads and determine suitability of the representative’s current business and cultural alignment with Lincolns strategies, goals, and compliance procedures. You will also be responsible for communicating the Lincoln Financial Network value proposition in the marketplace. #LI-REMOTE

What you'll be doing

Developing recruiting plan and executing on recruiting goals.
Sourcing and developing prospective financial representatives within assigned territory.
Directing the sourcing of candidates through referrals, networking, social media, search research.
Developing leads and building relationships with prospective financial representatives; Providing prospective representatives with continued, on-going contact.
Providing consultation and education to prospective financial representatives on platform options and partnering with field leadership and the advisor recruitment team to evaluate platform options.
Preparing and delivering formal business presentations to qualified prospective representatives highlighting LFN products, technology, and service.
Communicating LFN value proposition within assigned territory.
Directing and developing 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.
Determining suitability of current business with LFG strategies, goals, and compliance procedures.
Attending network receptions within region to support recruiting efforts.
Representing LFN at various trade shows, conferences, and seminars.
Collaborating with internal stakeholders to ensure the proper processing of all sold products from time of sale to issuance.
Capturing recruiting activity in contact management system.
Serving as a subject matter expert to internal/external stakeholders by developing and maintaining an advanced understanding of LFG's products, services, and operational structure.
Identifying, recommending, and implementing process improvements that reduce workloads or improve quality.
Carrying out duties in compliance with all state and federal regulations and guidelines. Complying with all company and site policies and procedures.
Performing other duties as required.

What we’re looking for

Must-haves:

3 - 5+ Years in recruiting, marketing, or sales in the securities/financial industry that directly aligns with the responsibilities of the position
Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) 
Demonstrated ability to develop strategies and business plans to deliver and exceed expected business objectives and results.
Demonstrates strong project management skills including, critical ability to coordinate and balance multiple projects in a time-sensitive environment, under pressure, and meeting deadlines.
Demonstrated excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail.
Demonstrates advanced relationship management skills with internal clients (e.g. management, peers and colleagues) and external clients.
Ability to work with others in a team environment: Demonstrates strong interpersonal skills with a collaborative style.
Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
Successfully completes regulatory and job training requirements.

What’s it like to work here?

At Lincoln Financial Group, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.

What’s in it for YOU:

A clearly defined career framework to help you successfully manage your career

Leadership development and virtual training opportunities

PTO/parental leave

Competitive 401K and employee benefits

Free financial counseling, health coaching and employee assistance program

Tuition assistance program

A leadership team that prioritizes your health and well-being; offering a remote work environment and flexible work hybrid situations

Effective productivity/technology tools and training