Lincoln Financial Group Account Executive, Group Benefits in Portland, Oregon
Alternate Locations: Portland, OR (Oregon); San Francisco, CA (California); Seattle, WA (Washington)
Relocation assistance is not available for this opportunity.
About the Company
Lincoln Financial Group, a Fortune 250 company with over 10,000 employees, provides advice and solutions that help empower Americans to take charge of their financial lives with confidence. Our core business areas — Life Insurance, Annuities, Retirement Plan Services and Group Protection — focus on supporting, preserving and enhancing over 17 million customer’s lifestyles and retirement outcomes.
Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. The company had $238 billion in assets under management as of December 31, 2018.
Ranked one of the Best Large Employers in America by Forbes magazine, Lincoln Financial Group makes a serious investment in our employees’ futures through a broad range of wealth accumulation and protection plans, health and wellness programs, and career development resources designed to help each individual reach their personal and professional goals.
General Purpose of the Role
The Account Executive, Group Benefits develops, directs, implements, & maintains a business plan to achieve sales & growth goals for group ancillary benefit sales within 50-2K lives. The Account Executive will build, enhance & direct the relationship with Advisors/Registered Representatives/Brokers/Plan Sponsors/Participants and also build, direct & maintain intermediary sales programs/plans which result in an increase in sales revenue & market share within the assigned territory.
Duties & Responsibilities
Maintains knowledge on current and emerging developments/trends for assigned area(s) of responsibility, assesses the impact, and collaborates with management to incorporate new trends and developments in current and future solutions.
Serves as a subject matter expert to internal/external stakeholders by developing and maintaining an advanced understanding of LFG's products, services and operational structure for their assigned area(s) of responsibility.
Directs and develops business on behalf of the Lincoln Financial Group (LFG) in a manner that supports a positive company image, in compliance with all required rules and regulations and ethical in all considerations.
Identifies, recommends and implements process improvements that reduce workloads or improve quality for their assigned area(s) of responsibility.
Collaborates with internal stakeholders to ensure the proper processing of all sold products from time of sale to issuance.
Develops & maintains a more complex sales program to increase sales revenue & market share within assigned Advisors, Registered Reps, Brokers &/or Plan Sponsor/Participants.
Profiles territory and assigned more complex Advisors, Registered Reps, Brokers and/or Plan Sponsor/Participants to target relationships to build and identify which firms/institutions would be interested in LFG offerings.
Cultivates, directs, and maintains increasingly senior level client relationships within assigned territory's Advisors, Registered Reps, Brokers and/or Plan Sponsor/Participants.
Increases awareness of Lincoln's products and services with more complex Advisors, Registered Reps, Brokers and/or Plan Sponsor/Participants within their assigned territory.
Develops, directs, and executes more complex plans to increase/gain opportunities to introduce Lincoln management and other resources to targeted Advisors, Registered Representatives, Brokers and/or Plan Sponsor/Participants.
Builds and maintains effective long-term relationships with assigned more complex Advisors, Registered Reps, Brokers and/or Plan Sponsor/Participants to ensure a high level of satisfaction and increase revenues.
Develops a comprehensive understanding of existing/targeted Advisors, Registered Reps, Brokers and/or Plan Sponsor/Participants including targeted market segments, how they operate, and/or value proposition(s).
Builds and directs a more complex relationship platform by identifying senior contacts within targeted Advisors, Registered Reps, Brokers and/or Plan Sponsor/Participants to achieve profitable sales and Lincoln's product breath growth.
Actively participates in financial services and/or insurance industry trade organizations and finds opportunities for Lincoln to be a participant at these events by sponsorship and/or speaking opportunities.
Supports Relationship Management retention efforts and looks for opportunities to cross sell and cross partner with appropriate internal stakeholders.
Works to support growth in all segments of Lincoln's products/service offerings to capitalize on the opportunities to penetrate assigned firms/institutions.
Conducts Advisor, Registered Reps, Brokers and/or Plan Sponsor/Participants meetings and in-person meetings to achieve sales targets.
Develops and maintains relationships with internal stakeholders to achieve sales objectives
Provides feedback and intelligence to internal partners on existing and targeted Advisors, Registered Reps, Brokers and/or Plan Sponsor/Participants.
Ensures any conflicts regarding Lincoln's products/services are resolved.
Maintains sales call data in appropriate systems &/or completing sales reports.
Meets or exceeds all department &/or sales goals/targets.
- 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) - Minimum Required
- 3 - 5+ Years of experience in intermediary sales that directly aligns with the specific responsibilities for this position (Required )
- Dependent upon Product Being Sold -Upon Hire
This position may be subject to Lincoln’s Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln’s current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.
Any unsolicited resumes/candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial Group are considered property of Lincoln Financial Group and are not subject to payment of agency fees.
Lincoln Financial Group (“LFG”) is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, veterans status, or genetic information. Applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling 260-455-2558.
Lincoln Financial Group ("LFG") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, veterans status, or genetic information. Opportunities throughout LFG are available to employees and applicants and are evaluated on the basis of job qualifications. We have a drug free work environment and we perform pre-employment substance abuse testing.
Lincoln Financial Group
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