Sr Director, Consultant Relations

Date: Aug 21, 2021

Location: Los Angeles, CA, US

Company: Lincoln Financial

Alternate Locations: US West (Excluding Colorado); Work from Home (Excluding Colorado)


Work Arrangement: Work from Home


Relocation assistance is not available for this opportunity.


Level: S4 


Requisition #: 66605


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.


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 if you encounter a recruiter or see a job opportunity that seems suspicious.




The Role

As the Sr. Director, Consultant Relations, you will be responsible for partnering with strategic and emerging National and regional independent registered advisor firms, traditional consulting firms and also advisors in the traditional broker dealer firms to achieve sales and growth goals . You will direct the overall relationship within the assigned firms and territory.

60-75% travel required within assigned Western territory


  • Builds and directs a complex relationship platform by identifying senior/executive contacts within targeted firms to achieve profitable sales & Lincoln's product breath growth
  • Collaborates with internal stakeholders on proposals & distribution of relevant marketing materials 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.
  • Conducts firm/institution meetings & in-person meetings to achieve sales targets (e.g. due diligence meetings, one-on-one meetings, sponsorship & speaking opportunities).
  • Develops & drives a complex sales program strategy to increase sales revenue & market share within assigned area of responsibility
  • Develops a multifaceted understanding of existing/targeted firms/institutions including targeted market segments, how they operate &/or value proposition(s) & builds relationships with them
  • Develops and maintains collaborative relationships with internal stakeholders to achieve sales objectives
  • 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.
  • Develops, directs & executes complex plans to increase/gain opportunities to introduce Lincoln senior management & other resources to targeted firms/institutions
  • Directs 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.
  • Directs the identification and implementation of process improvements that reduce workloads or improve quality for their assigned area(s) of responsibility.
  • Ensures any potential conflicts regarding Lincoln's products/services are resolved
  • Increases penetration in territory by optimizing and growing relationships within existing complex firms/institutions. Cultivates, directs & maintains senior/executive level client relationships within assigned territory's firms/institution
  • Increases/gains awareness of Lincoln's products & services with complex firms &/or institutions within their assigned territory
  • 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.
  • Maintains sales call data in appropriate systems &/or completing sales reports
  • Meets or exceeds all department &/or sales goals/targets for their assigned territory
  • 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.
  • Serves as a subject matter expert to internal/external stakeholders through leveraging an advanced understanding & expertise of LFG's products, services & operational structure for their assigned area(s) of responsibility
  • Utilizes expense budgets to set limits & maximizes sales opportunities within their assigned territory
  • Works effectively to support growth in all segments of Lincoln's products/service offerings to maximize and capitalize on the opportunities to cross sell & penetrate assigned firms/institutions.


  • 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) - Minimum Required


  • FINRA S6 and S63 within 90 days
  • Life and Health within 120 day


  • 5 7+ Years experience in external wholesale that directly aligns with the specific responsibilities for this position
  • Strong working knowledge of retirement plans and the competitive landscape



Other Skills and Abilities

  • Ability to perform under stress in cases of emergency, critical or hazardous situations.
  • Ability to work with others in a team environment.
  • Demonstrated ability to develop strategies and business plans to deliver and exceed expected business objectives and results.
  • Demonstrated ability to ensure workloads are appropriately balanced among team members.
  • Demonstrated ability to identify and recommend processes improvements.
  • Demonstrated ability to identify, develop and implement processes improvements.
  • Demonstrates advanced relationship management skills with internal clients (e.g. management, peers and colleagues) and external clients; proven ability to develop creative and collaborative approaches.
  • Demonstrates strong interpersonal skills with a collaborative style.
  • Demonstrates strong project management leadership skills including, critical ability to coordinate and balance multiple projects in a time-sensitive environment, under pressure, and meeting deadlines.
  • Finds common ground and can gain collaboration among management, colleagues and peers.
  • Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
  • Successfully completes regulatory and job training requirements.


Work Arrangement:

Work from Home : Employees will work fully from home. Their job will not require the employee to come into the office, unless for special circumstances. 



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: Los Angeles

Job Segment: Manager, Law, Consulting, Bank, Banking, Management, Legal, Technology, Finance