What you'll be doing
Builds, enhances and maintains relationships with firms / institutions for assigned areas to drive sales results and build a comprehensive understanding of external partner's business, product and customer experience needs.
Develops, directs and maintains sales programs, sales promotion and product training meetings with external clients within assigned region.
Directs and enhances organizational initiatives by positively influencing and supporting change management and / or departmental / enterprise initiatives within assigned area(s) of responsibility.
Allocates, oversees, and adheres to financial budgets for assigned region.
Anticipates and provides strategies / solutions to complex external wholesale problems or trends.
Builds organizational capability within their assigned area(s) of responsibility.
Collaborates with key internal stakeholders and senior management to identify synergist / cross selling opportunities within the Lincoln Financial Group business portfolio.
Contributes to developing external wholesale strategies which optimize wholesaler productivity.
Develops, implements and oversees the execution of strategic sales and business plans for assigned region.
Directs and evaluates departmental performance and takes appropriate action to meet and / or exceed performance standards for assigned area(s) of responsibility.
Directs, establishes and implements priorities, performance goals and objectives to ensure departmental results for their assigned area(s) of responsibility.
Directs / executes approved strategy decisions and contributes to strategy creation for assigned area(s) of responsibility.
Ensures that top talent is hired and retained for their assigned area(s) of responsibility.
Identifies and directs strategic process improvements that significantly reduce workloads or improve quality across the team, department and / or business unit for assigned area(s) of responsibility.
Identifies external partner's business, product and / or customer experience needs and collaborates with internal key stakeholders and senior management to service 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 strategies.
Partners closely with internal stakeholders to align sales efforts with partner firm / institution strategies
Provides strategic direction and oversight on assigned team(s) sales goals and objectives.
Provides strategic leadership and direction to continually improve the capability and results for their assigned area(s) of responsibility.
Provides subject matter expertise to team members and internal / external stakeholders on complex assignments / projects for their 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.
Adhere to LFDs Culture of Compliance. Comply with LFDs policies and procedures.
What we’re looking for
Must-Haves :
10+ Years of experience in financial services sales management and / or RPS sales experience.
3 - 5+ Years managerial, supervisory, and / or demonstrated leadership experience
Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's)
Strong presentation skills with demonstrated ability to influence at all levels of management through clear, informed, and logical discussions / presentations.
Demonstrates ability to communicate knowledgeably and credibly with senior management and internal constituents.
Confident, comfortable communicator with excellent written and verbal communication skills.
Write and edit business reports and correspondence, product analysis, marketing material and web content.
Ability to think critically, analyze information and to evaluate the implications of a course of action or solution.
Ability to evaluate trends in data or information.
Demonstrated ability to identify, develop and implement processes improvements.
Demonstrated strong relationship management skills with internal clients ( senior management, peers and colleagues); proven ability to develop creative and collaborative approaches;
can influence outcomes without directing or commanding.
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.
Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
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 :
Clearly defined career tracks and levels to help you successfully manage your career
Leadership development and virtual training opportunities
PTO / parental leave
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
Pay Range : $225,000- $530,000 Actual base pay could vary based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role.
The base pay is just one component of Lincoln’s total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual.
Other rewards may include long-term incentives, sales incentives and Lincoln’s standard benefits package.