Account Manager, Relationship Management

Lincoln Financial•Radnor, PA

9d•$80,000 - $168,000•Remote

About The Position

This position will build and maintain strong business relationships with key sales clients to meet or exceed established sales goals, quotas, targets or objectives for their assigned area(s) of responsibility. They will build, maintain, and execute relationship management and sales plans with clients in their assigned territory to ensure the clients’ overall service needs are satisfied and result in an increase in sales revenue, profitability, retention, and market share.

Requirements

4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) (Minimum Required)
1 - 3+ Years experience in relationship management that directly aligns with the specific responsibilities for this position
FINRA Series 6 and 63 required
A demonstrated track record of consistently meeting and/or exceeding performance expectations
Drives performance targets to completion
Confident, comfortable communicator with strong written and verbal communication skills.
Strong presentation skills with demonstrated ability to influence at all levels of management through clear, informed and logical discussions/presentations.

Nice To Haves

FINRA Series 7 and 66 preferred

Responsibilities

Collaborates with internal stakeholders to ensure the proper processing of all sold products from time of sale to issuance.
Serves as a resource to internal/external stakeholders for their assigned area(s) of responsibility.
Develops, maintains and executes more complex client relationship plans to ensure the clients' overall service needs are satisfied and achieve the business and profitability/retention objectives for assigned area(s) of responsibility.
Serves as a resource to internal stakeholders and consults on more complex relationship management/sales solutions to optimize satisfaction/retention and achieve business results.
Builds, enhances and maintains effective relationships with clients to ensure client satisfaction and increase sales revenues/profitability.
Identifies and resolves more complex client issues in a timely and collaborative manner.
Identifies clients with retention risk, develops and executive more complex plans to retain clients, and notifies management.
Develops and maintains plans to support retention sales and product breadth growth within existing clients.
Profiles area of responsibility to identify those who would be interested in LFG offerings and build relationships with them.
Cultivates, directs, and maintains client relationships within assigned area(s).
Increases awareness of LFG's products and services within their assigned territory.
Provides information, education, training, and advice on company’s products and services to assigned clients.
Develops an understanding of existing/targeted clients including market segments, how they operate, and/or their value proposition(s).
Conducts site visits to clients to achieve sales targets.
Provides sales support tools, sales/marketing ideas on LFG's products/offerings to assigned clients.
Develops/maintains relationships with internal stakeholders to achieve sales objectives.
Supports retention efforts and looks for opportunities to cross sell/partner with appropriate internal stakeholders.
Provides feedback and intelligence to internal partners on clients.
Collaborates with internal stakeholders on proposals and/or promotional materials.
Maintains sales call data in appropriate systems and/or completes sales reports.
Maintains expense budgets to set limits.
Meets or exceeds all department and/or sales goals/targets for their assigned clients.