Sr Consultant, Advanced Sales (*remote)

Alternate Locations: Hartford, CT (Connecticut); Fort Wayne, IN (Indiana); Greensboro, NC (North Carolina); Radnor, PA (Pennsylvania)

 Work Arrangement:

Remote : Work at home employee residing outside of a commutable distance to an office location.

Relocation assistance:  is not available for this opportunity.

Requisition #: 74048

The Role at a Glance

The Sr. Consultant, Advanced Sales provides life insurance internal and external stakeholders with educational and point of sale advanced planning support to generate life insurance sales. They will be responsible for decision making, prioritization and implementation of Lincoln Advanced Sales concepts. They will need to work across key business areas to develop, prioritize and roll-out concepts in concert with key strategic plans.

What you'll be doing

DUTIES AND RESPONSIBILITIES

• Maintains knowledge on current and emerging developments/trends for assigned area(s) of responsibility, assesses the impact, and collaborates with senior management to incorporate new trends and developments in current and future solutions.
• Directs and enhances organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives within assigned area(s) of responsibility.
• Identifies and directs the implementation of process improvements that significantly improve quality across the team, department and/or business unit for their assigned area(s) of responsibility.
• Provides subject matter expertise to team members and applicable internal/external stakeholders on complex assignments/projects for their assigned area(s) of responsibility.
• Provides direction on complex assignments, projects, and/or initiatives to build and enhance the capability of their assigned area(s) of responsibility.
• Provides subject matter expertise regarding sales collateral on the use of financial products. Specifically life insurance and long term care utilized in business planning, estate planning, qualified retirement plans and IRA and annuity strategies.
• Collaborates with Marketing to provide solutions to the development of sales and marketing campaigns supporting sales concepts for all distribution channels
• Acts as the liaison between IT, Advanced Sales, Marketing, Compliance and other key stakeholders to ensure successful sales concept deliverables
• Creates narratives for, along with necessary Excel models (including calculations), in support of the sales concept deliverables
• Provides direction on Sales Concept user testing for illustration software to ensure launch readiness
• Creates and delivers Business Requirements Documents (BRD's) in order to meet key deliverable dates
• Creates, implements, and facilitates training on advanced sales concepts

ADDITIONAL POSITION RESPONSIBILITIES

• Carries out duties in compliance with all state and federal regulations and guidelines.  Complies with all company and site policies and procedures.
• Remains current in profession and industry trends.
• Makes a positive contribution as demonstrated by: Making suggestions for improvement - Learning new skills, procedures and processes
• Performs other duties as required.

What we’re looking for

EDUCATION AND EXPERIENCE

• 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) 
• JD strongly preferred
• CFA, CPA or other advanced designation(s) strongly preferred
• Current FINRA Series 6 or Series 7 required
• 5-7+ Years of experience in financial services sales and/or marketing with a focus on life insurance that directly aligns with specific responsibilities for this position is required

Application Deadline

Applications for this position will be accepted through January 31st, 2025, subject to earlier closure due to the applicant volume.

What’s it like to work here?

At Lincoln Financial Group, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future. 

What’s in it for you:

• Clearly defined career tracks and job levels, along with associated behaviors for each Lincoln leadership Attribute.

• 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

• A leadership team that prioritizes your health and well-being; offering a remote work environment and flexible work hybrid situations

• Effective productivity/technology tools and training

The pay range for this position is $94,500 - $250,000 with anticipated pay for new hires between the minimum and midpoint of the range and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln’s total rewards package for employees.  In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual.  Other rewards may include long-term incentives, sales incentives and Lincoln’s standard benefits package.

About The Company

Lincoln Financial Group helps people to plan, protect and retire with confidence. As of Dec. 31, 2023, approximately 17 million customers trust our guidance and solutions across four core businesses – annuities, life insurance, group protection and retirement plan services. As of December 31, 2023, the company had $295 billion in end-of-period account balances, net of reinsurance. Headquartered in Radnor, Pa., Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. Learn more at LincolnFinancial.com.

Lincoln is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. 

Follow us on Facebook, X, LinkedIn, and Instagram. For the latest company news, visit our newsroom. 

Be Aware of Fraudulent Recruiting Activities

If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.

Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview.  Please contact Lincoln's fraud team at fraudhotline@lfg.com if you encounter a recruiter or see a job opportunity that seems suspicious.

Additional Information

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 or 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, Veteran 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.

This Employer Participates in E-Verify. See the E-Verify notices.

Este Empleador Participa en E-Verify. Ver el E-Verify avisos.