Account Coordinator, Relationship Management

Lincoln Financial•Radnor, PA

8d•$72,900 - $131,600•Remote

About The Position

This position will build partnerships with internal and external stakeholders to provide sales solutions and support to various LFD business units. They will partner with key stakeholders to execute the department’s overall sales strategy.

Requirements

4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) in Computer Science, Information Systems, or Information Technology
3-5 years of financial services experience
1-3 years of proven sales and relationship building abilities
FINRA SIE and Series 6 required at time of hire
FINRA Series 63 - within 90 days of start date
Demonstrated strong relationship management skills with internal clients (e.g. management, peers and colleagues); proven ability to develop collaborative approaches.
Confident, comfortable communicator with strong written and verbal communication skills.

Responsibilities

Manages business wide procedures to ensure alignment with LFD compliance rules.
Works to review and resolve increasingly more complex operations and compliance issues/concerns.
Motivates and strengthens relationships with the sales and business areas to implement targeted sales concepts and solutions that increase sales.
Works to meet sales targets by defining, implementing and managing complex assignments necessary to drive these intended results.
Collaborates with internal stakeholders to complete various complex projects to drive the sales strategy.
Identifies, integrates and communicates product needs, strategies, field sales obstacles and issues as they arise to sales management.
Supports the development & implementation of tactical sales strategies required to support LFD’s vision & direction.