External Financial Advisor Recruiter - Texas Region

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Date: Dec 1, 2023

Primary Location: Dallas, TX, US

Company: Lincoln Financial

Alternate Locations: Dallas, TX (Texas); Austin, TX (Texas); Houston, TX (Texas); Plano, TX (Texas); San Antonio, TX (Texas)

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 #: 71989

The Role at a Glance

As an External Financial Advisor Recruiter, you will be responsible for the recruitment of qualified financial representatives within your assigned territory (Texas) & market segment. In this role you will partner with management to establish recruiting goals and solutions. You will develop leads and determine suitability of the representative’s current business and cultural alignment with Lincolns strategies, goals, and compliance procedures. You will also be responsible for communicating the Lincoln Financial Network value proposition in the marketplace.

What you'll be doing

Developing recruiting plan and executing on recruiting goals.
Sourcing and developing prospective financial representatives within assigned territory.
Directing the sourcing of candidates through referrals, networking, social media, search research.
Developing leads and building relationships with prospective financial representatives; Providing prospective representatives with continued, on-going contact.
Providing consultation and education to prospective financial representatives on platform options and partnering with field leadership and the advisor recruitment team to evaluate platform options.
Preparing and delivering formal business presentations to qualified prospective representatives highlighting LFN products, technology, and service.
Communicating LFN value proposition within assigned territory.
Directing and developing 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.
Determining suitability of current business with LFG strategies, goals, and compliance procedures.
Attending network receptions within region to support recruiting efforts.
Representing LFN at various trade shows, conferences, and seminars.
Collaborating with internal stakeholders to ensure the proper processing of all sold products from time of sale to issuance.
Capturing recruiting activity in contact management system.
Serving as a subject matter expert to internal/external stakeholders by developing and maintaining an advanced understanding of LFG's products, services, and operational structure.
Identifying, recommending, and implementing process improvements that reduce workloads or improve quality.
Carrying out duties in compliance with all state and federal regulations and guidelines. Complying with all company and site policies and procedures.
Performing other duties as required.

What we’re looking for

Must-haves:
3 - 5+ Years in recruiting, marketing, or sales in the securities/financial industry that directly aligns with the responsibilities of the position
Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's)
Demonstrated ability to develop strategies and business plans to deliver and exceed expected business objectives and results.
Demonstrates strong project management skills including, critical ability to coordinate and balance multiple projects in a time-sensitive environment, under pressure, and meeting deadlines.
Demonstrated excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail.
Demonstrates advanced relationship management skills with internal clients (e.g. management, peers and colleagues) and external clients.
Ability to work with others in a team environment: Demonstrates strong interpersonal skills with a collaborative style.
Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
Successfully completes regulatory and job training requirements.

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:

A clearly defined career framework to help you successfully manage your career
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

Pay Range: $194,000 - $481,000

Actual base pay could vary 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, 2022, approximately 16 million customers trust our guidance and solutions across four core businesses – annuities, life insurance, group protection and retirement plan services. As of September 30, 2023, the company had $290 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.

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/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.

Nearest Major Market: Dallas
Nearest Secondary Market: Fort Worth
Job Segment: Compliance, Recruiting, Project Manager, Outside Sales, Financial Planner, Legal, Human Resources, Technology, Sales, Finance

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