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Sr. Consultant, Benefits Technology Sales Support

Date: Dec 7, 2018

Location: Omaha, NE, US

Company: Lincoln Financial

Alternate Locations: Omaha, NE (Nebraska); US All Regions; Work from Home

Relocation assistance is not available for this opportunity.

Hiring Manager: Andrew Maitland Moore

Level: P4

Requisition #58059

About The Company

Led by over 10,000 employees  – including you –  Lincoln Financial Group provides advice and solutions that help empower people to take charge of their financial lives with confidence and optimism. Today, more than 17 million customers trust our retirement, insurance and wealth protection expertise to help address their lifestyle, savings and income goals, as well as to guard against long-term care expenses.

The Role


The Sr. Consultant, Benefits Technology Sales Support will provide subject matter expertise and direction on complex projects/initiatives for his/her assigned area(s) of responsibility. This position will represent the BenTech department by assisting Sales and participating in finalist sales presentations for assigned territories and market segments. In particular, this role will serve as the subject matter expert regarding technology RFP responses and Broker BenTech updates.




Broker Engagement & Sales Support

  • Partners with Sales, Enrollment Tech and BenTech organizations to formulate an effective marketing story for LFG’s BenTech capabilities for his/her assigned area(s).
  • Creates and conducts presentations to brokers, sales offices, and customers to communicate LFG’s BenTech value proposition for his/her assigned area(s)
  • Assists in determining how to position products based on a prospective customer’s chosen BenTech platform, specific pain points and needs.
  • Serves as a subject matter expert in responding to Request for Proposal questionnaires, especially those related to BenTech capabilities and partnerships for his/her assigned area(s).
  • Provides subject matter expertise & market intelligence to ensure the Lincoln sales team is abreast of evolving market trends
  • Provides input & support around the creation of company-wide education and marketing tools to support growth through benefits technology partnerships
  • Serves as an expert resource in a variety of ad hoc projects to support the ongoing development and evolution of the BenTech department.
  • Builds and maintains effective working relationships with internal and external customers including Distribution/BenTech management, Account Managers, Case Managers, Sales offices, Enrollment Technology & EDI, brokers, and clients.
  • Leads change management initiatives to facilitate adoption of Lincoln’s technology funding solution(s) through ongoing communication, education & training


Enterprise Collaboration

  • Provides guidance & subject matter expertise to the products team regarding new product development to ensure products are compatible with and fully utilize the functionality of benefits technology platforms
  • Provides direction on complex assignments, projects, and/or initiatives to build and enhance the capability of his/her assigned area(s) of responsibility.
  • 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 his/her assigned area(s) of responsibility.
  • Provides subject matter expertise to team members and applicable internal/external stakeholders on complex assignments/projects for his/her assigned area(s) of responsibility.


Business Acumen

  • Maintains knowledge on current and emerging developments/trends, assesses the impact, and collaborates with management to incorporate new trends and developments in current and future solutions
  • Champions and enhances organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives
  • Identifies and recommends process improvements that significantly reduce workloads or improve quality
  • Remains current in profession and industry trends.





  • 4 Year/Bachelor’s Degree or equivalent work experience (4 years of experience in lieu of Bachelors) (Minimum Required)



  • 5 – 7+ Years experience in partnership building and/or insurance/benefits directly aligned to the specific responsibilities for this role (Required)
  • Strong knowledge of key trends impacting the HR and talent management landscape preferred
  • Strong working knowledge of insurance company operations
  • Strong understanding of the economics of the group insurance industry preferred
  • General knowledge and understanding of the technical and operational intricacies of benefits technology companies preferred
  • Demonstrated track record of developing strong working relationships with external business partners, including experience driving greater alignment between a partner’s goals and objectives and those of the company
  • Strong negotiating skills, including the ability to find common ground with partners with respect to potentially complex issues such as compensation programs and technology integrations
  • Ability to work closely with internal business partners to quickly identify and resolve potential service issues and to advocate on behalf of external business partners


Travel Requirements

  • Travel Type: National Domestic
  • Travel Amount: up to 50%



  • No Licensure or Certification Required.






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: Omaha
Nearest Secondary Market: Council Bluffs

Job Segment: HR, Technical Support, Sales Support, Sales Consultant, Human Resources, Technology, Sales

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