Agency Business Development and Training Specialist

Date: Jan 31, 2019

Location: Greensboro, NC, US

Company: Lincoln Financial

Alternate Locations: Greensboro, NC (North Carolina)

Relocation assistance is not available for this opportunity.

Requisition #58114

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

The Agency Business Development and Training Specialist will be responsible for targeted producer activation and proactively seeking business development and sales opportunities with new producers and firms to achieve ABGA sales goals and objectives. In addition, this role will provide training and orientation to ABGA producers and field staff through various platforms including web casts, conference calls, and more.



  • Implements business plans to register & activate new producers to grow sales in the ABGA channel.
  • Partners with ABGA offices & LFN Advisor Recruitment to recruit new producers.
  • Delivers the training and business development program for targeted agencies and field offices within the ABGA channel.
  • On occasion, conducts in-field orientation programs to educate and train selected agencies and key office personnel in the sales and services of Lincoln Financial Life and Annuity products.
  • After activation, proactively seeks opportunities to develop sales with onboarded producers.
  • Partners with the External wholesalers & key stakeholders to develop and prioritize training and activation programs for orientations, regional seminars, web casts, and product/marketing program releases.
  • Coordinates the training and activation of new ABGA relationships and acts as point person in the activation process.
  • Educates targeted agencies and staff on methods to navigate and utilize Lincoln’s internal resources and key contacts in each respective Lincoln Financial processing areas such as licensing, new business, underwriting and client services.
  • Communicates Lincoln Financial Securities (LFS) value proposition and culture within the marketplace to deepen broker dealer opportunities, where appropriate.
  • Coordinates with business units to ensure all updated information and materials from the business units are properly promoted to our field offices and producers.
  • Acts as liaison with home office departments, such as LFD Wholesalers & Underwriting/New Business to incorporate proactive outreach efforts into orientation programs for new and existing production sources to generate increased sales activity.
  • Develops and maintains a strong understanding of LFG's products, services and operational structure to enhance ability to identify and target sales growth opportunities for his/her assigned area(s) of responsibility.
  • 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.



  • Undergraduate degree or 4+ years of comparable work experience
  • FINRA Series 6 or 7 Required
  • State Life and Health License Required



  • 1-3+ years of experience Agency sales that directly aligns with the specific responsibilities for this position.
  • Confident, comfortable communicator with strong written and verbal communication skills.
  • Ability to analyze information and to evaluate the implications of a course of action or solution.
  • Ability to solve problems and deal with a variety of concrete variables in situations where only limited standardization exists.
  • Define problems, collect data, establish facts and draw valid conclusions.
  • Evaluate trends in data or information.
  • Demonstrated strong relationship management skills with internal clients (e.g. management, peers and colleagues); proven ability to develop collaborative approaches.
  • Demonstrates ability to identify and recommend processes improvements.
  • Demonstrates excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail.
  • Demonstrates strong interpersonal skills with a collaborative style.
  • Demonstrates the ability to use sound judgment and discretion regarding confidential information.
  • Finds common ground and can gain collaboration among management, colleagues and peers; can influence outcomes without directing or commanding.
  • Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
  • Strong project management skills including, critical ability to coordinate and balance multiple projects in a time-sensitive environment, under pressure, and meeting deadlines.
  • Successfully completes regulatory and job training requirements


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.


Nearest Major Market: Greensboro

Job Segment: Business Development, Underwriter, Law, Compliance, Sales, Insurance, Legal