National Director, Consultant Relations

Lincoln Financial•Radnor, PA

5d•$215,000 - $480,000•Remote

About The Position

We are excited to bring on a motivated National Director, Consultant Relations to our Institutional Retirement Distribution Team to work remotely, with travel. In this role, you will be the primary liaison to strategic advisor and consultant firms. You will be responsible for developing and implementing a strategic plan to achieve sales and retention goals with the advisor firms you cover. In addition, you will have a multifaceted understanding of key contacts, how they market themselves, market segments targeted, their business operations and alignment with Lincoln’s value proposition. You will direct the overall relationships within your assigned firms in partnership with external wholesalers and client service teams.

Requirements

5 -7+ Years’ of relevant experience in consultant relations or national account management within retirement plans, aligned with the responsibilities of the role
4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's)
Demonstrates advanced relationship management skills with internal clients (e.g. management, peers and colleagues) and external clients; proven ability to develop creative and collaborative approaches
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
FINRA S6, S63 and LH & VA licenses obtained within 90 days of hire
Ability to travel domestically, up to 50%

Responsibilities

Develop and maintain a strong understanding of Lincoln Financial Group (LFG) products, services and operational structure to enhance ability to identify and target sales growth opportunities
Develop business on behalf of the LFG in a manner that supports a positive company image, in compliance with all required rules and regulations and ethical in all considerations
Build and maintain strong business relationships with key sales clients to meet or exceed established sales goals, quotas, targets, or objectives
Collaborate with internal stakeholders to propose placement of additional Lincoln products in existing client book of business
Proactive outreach to potential customers from internal leads or generated by marketing activity
Serve as a resource to internal and external parties while developing and maintaining collaborative relationships to achieve sales objectives
Capture and maintain sales call data in appropriate systems and/or completes sales reports
Develop a multifaceted understanding of the advisor firms you cover and alignment with Lincoln’s value proposition to achieve sales and retention goals
Support growth in all segments of Lincoln's products/service offerings to maximize and capitalize on the opportunities to grow Lincoln’s scope of business with the firms you cover
Ensure any potential conflicts regarding Lincoln's products/services are resolved
Maintain knowledge on current and emerging developments/trends, assess the impact, and collaborate with management to incorporate new trends and developments in current and future solutions