Sr. Account Executive, Group Benefit Sales - Richmond/Tidewater, VA

Date: Mar 9, 2019

Location: Ellicott City, DC, US

Company: Lincoln Financial

Alternate Locations: Richmond, VA (Virginia)

Relocation assistance is not available for this opportunity.

Requisition #58231

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 $253 billion in assets under management as of December 31, 2017.

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.


The Role

As the Sr. Account Executive., you will build and maintain strong business relationships with key sales clients to meet or exceed established sales goals, quotas, targets or objectives for your assigned Group Benefit Sales area(s) of responsibility. You will build, maintain and execute sales plans with Advisors/Registered Representatives/Brokers.



  • Actively participates in financial services &/or insurance industry organization meetings as a subject matter expert
  • Actively seeks opportunities for Lincoln sponsor &/or speak at events
  • Builds/directs a complex relationship platform, identifying sr./exec contacts in targeted Advisors, Registered Reps &/or Brokers to achieve profitable sales/growth
  • Builds/maintains long-term relationships w/ complex Advisors, Registered Reps &/or Brokers, ensuring satisfaction/increased revenues
  • Collaborates with internal stakeholders on proposals &/or promo materials for area(s) of responsibility.
  • Conducts Advisor, Registered Reps &/or Brokers meetings to achieve sales targets
  • Cultivates, directs, & maintains sr./exec. client relationships
  • Develops, directs & executes complex plans to increase/gain opportunities to introduce Lincoln sr./exec. management to targeted Advisors, Registered Reps &/or Brokers
  • Develops/drives complex sales strategy to increase sales/market share in territory
  • Develops/maintains collaborative relationships w/ internal stakeholders to achieve sales goals
  • Ensures conflicts regarding Lincolns products/services are resolved
  • Increases/gains awareness of Lincoln offerings w/ complex Advisors, Registered Reps &/or Brokers
  • Maintains sales call data in appropriate systems &/or completes sales reports
  • Meets/exceeds department &/or sales goals/targets for his/her territory
  • Profiles territory's complex Advisors, Registered Reps &/or Brokers to target sr./exec relationships to build/identify firms/institutions interested in LFG offerings
  • Provides feedback/intelligence to internal partners on existing/targeted firms/institutions
  • Serves as a subject matter expert, leveraging an advanced understanding of LFG products, services & operational structure in territory
  • Supports growth in all segments of Lincolns products/services to maximize/capitalize on opportunities to penetrate firms/institutions
  • Supports Relationship. Management retention & looks for opportunities to cross sell/cross partner with internal stakeholders


Education & Experience

  • 5 7+ Years experience years in intermediary sales that directly aligns with the specific responsibilities for this position (Required)
  • 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's)in (Minimum Required)



  • Upon Hire Certifications/Licensures : Dependent upon Product Being Sold.


Travel Information

  • Travel Type : Regional Domestic
  • Travel Amount : 50-100%


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.


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