Business Development Specialist - Annuities (RIA)

Lincoln Financial • Radnor, PA

28d • $60,000 - $110,000 • Hybrid

About The Position

As a Business Development Specialist, you are responsible for making daily calls to your division with the goal of increasing new producers and sales through partnership with your external wholesalers in the division you support.

Requirements

• 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's)
• Proven success with proactive outbound sales in financial services industry
• Strong sales, interpersonal, communication, and organizational skills
• Strong annuities background and technical knowledge of the industry
• Motivated individuals that thrive on attaining both business and personal goals
• Examples of business goals include monthly and annual sales goals, activity goals and converting inactive clients, and creating new producers.
• Demonstrated diligence and goal orientation
• Knowledge and expertise leveraging internal CRM - Salesforce.com
• Display characteristics tied to Lincoln’s core values and leadership attributes including but not limited to Optimism, Action orientation, Attention to detail, Time and Territory management.

Responsibilities

• Maintaining minimum productivity levels in order to proactively build new relationships in the division and ensure market awareness with new producers on a monthly basis to achieve new producer and divisional sales goals
• Actively developing new relationships and uncovering sales opportunities with new producers
• Managing and working pipeline of prospects to drive activity and increase sales in division
• Working collaboratively with divisional sales managers, external and internal wholesalers to offer prospects valuable solutions and an elevated client experience to drive sales
• Assisting new producers in ensuring all required licenses and producer onboarding is handled seamlessly to help them submit their first case successfully
• Conducting conference calls and webinars with financial professionals to close business
• Coordinating activities and territory management with your external and internal partners to display united partnership and one team Lincoln
• Effectively handing off the client relationship and service tasks in a seamless manner to other LFD sales professionals while assuring the client remains 100% satisfied

Benefits

• Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes
• 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
• Work arrangements that work for you
• Effective productivity/technology tools and training

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 1,001-5,000 employees