Technical Sales Consultant

Date: May 24, 2019

Location: Omaha, NE, US

Company: Lincoln Financial

Alternate Locations: Atlanta, GA (Georgia); Charlotte, NC (North Carolina); Concord, NH (New Hampshire); Dover, NH (New Hampshire); Fort Wayne, IN (Indiana); Greensboro, NC (North Carolina); Omaha, NE (Nebraska); Philadelphia, PA (Pennsylvania); Radnor, PA (Pennsylvania)

Relocation assistance is not available for this opportunity.

Requisition #58707

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.


The Role

This position will consult and deliver pre-sales technical and functional support to prospective clients.  S/he will consult with customers on how to integrate Lincoln Financial Group products with customer systems.  S/he will act as a resource to Sales and IT partners to ensure a thorough understanding of the technical aspects of the product suite, ensuring the setting of customer expectations and a good technical start in transitioning to the onboarding teams. 


Duties & Responsibilities

  • Maintains knowledge on current and emerging developments/trends for assigned area(s) of responsibility, 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 within assigned area(s) of responsibility.
  • Serves as a resource to team members and applicable internal/external stakeholders on more complex assignments/projects for his/her assigned area(s) of responsibility.
  • Identifies and recommends process improvements that significantly reduce workloads or improve quality for his/her assigned area(s) of responsibility.
  • Consults/Analyze on more complex assignments and/or projects for his/her assigned area(s) of responsibility.
  • Provides pre-sales technical and functional support to prospective clients.
  • Consults and collaborates with internal and/or external customers and stakeholders to determine more complex technical specifications from business requirements.
  • Develops full understanding of customer’s existing and desired business environment to determine functional and technical requirements.
  • Acts as a resource to provide sales stakeholders with customer solutioning, technical discussions, information exchange capabilities, and functionality expectations prior to sale.
  • Provides presentations of LFG’s software solutions to internal and external clients as it pertains to client’s requirements.
  • Responds in a timely manner to RFPs, RFIs and various other client requested material and information.
  • Liaises with multiple IT departments to gather all necessary and required information needed, documents and validates more complex technical requirements.
  • Continuously maintains a significant understanding of LFG’s portfolio of products including, but not limited to: current product offerings, hosting and technical architecture, product demonstrations, and roadmap enhancements.
  • Consults and acts as a resource to appropriate internal stakeholders to influence development roadmaps based on customer trends.
  • Represent LFG in various sales initiatives such as trade shows, conferences and industry events.
  • Communicates benefits and features of various insurance products based on client needs.
  • Advises on system capabilities & constraints during sale process; calling out impacts of ‘non-standard’ system use (risks to system stability, data integrity, etc.).
  • Provides technical input on capabilities and implementation effort direct to Distribution & Customer to reduce inaccurate assumptions & expectations.
  • Provides ongoing support/technical relationship management.
  • Determines more complex IT best practices/innovations and suggests how to improve current practices.
  • Extensively travels to client locations for ongoing consultations.
  • Carries out duties in compliance with all state and federal regulations and guidelines.  Complies with all company and site policies and procedures.
  • Remains current in profession and industry trends.
  • Makes a positive contribution as demonstrated by:  - Making suggestions for improvement - Learning new skills, procedures and processes
  • Performs other duties as required.


Education & Experience

  • 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) (Minimum Required)
  • 3 - 5+ Years experience  in technical consulting related to pre-sales and/or customer integration. (Required)
  • Ability to read, analyze and interpret both internal and external documents such as general media/publications, professional journals, technical procedures, governmental regulations, policies, proposals, and standard operating procedures.
  • 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 interpret and apply common sense understanding to carry out a variety of instructions furnished in written, oral, or diagram form.
  • 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.
  • No Licensure or Certification Required.


Travel Requirements

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

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

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