Advisor Recruiting Associate

Date: Jun 22, 2019

Location: Philadelphia, PA, US

Company: Lincoln Financial






Alternate Locations: Philadelphia, PA (Pennsylvania)



Relocation assistance is not available for this opportunity.


Requisition #59907


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.


This Advisor Recruiting Associate will support the recruitment of advisors for all LFN distribution channels from a variety of sources through outbound telephone calls to prospects.

You will also take inbound calls from prospective financial advisors on a toll free line.



  • 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.
  • 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.
  • Builds and maintains strong business relationships with key sales clients to meet or exceed established sales goals, quotas, targets or objectives for his/her assigned area(s) of responsibility.
  • Identifies and recommends to management process improvements that reduce workloads or improve quality for his/her assigned area(s) of responsibility.
  • Collaborates with internal stakeholders to ensure the proper processing of all sold products from time of sale to issuance.
  • Serves as a resource to internal/external stakeholders for his/her assigned area(s) of responsibility.
  • Supports Regional Recruiters to develop business plans designed to increase financial representative recruitment.
  • Plans and executes active call campaigns within assigned territory.
  • Utilizes provided departmental script during inbound calls and outbound calls to initiate call campaign on a toll free line.
  • Identifies and qualifies financial representative prospect through call campaigns while maintaining high activity standards that meet or exceed monthly lead generation quotas.
  • Maintains pipeline with national prospective financial representative leads through proactive prospecting and inbound calls.
  • Evaluates basic prospective financial representative information as part of screening process.
  • Distributes leads to appropriate regional recruiters & collaborates with internal stakeholders to ensure the proper transition of prospective financial representatives.
  • Captures recruiting activity (i.e. call logs, call detail and action plan) in contact management system.
  • Builds and maintains strong business relationships with key recruiting targets to meet or exceed established goals, quotas or objectives for the retail distribution recruiting team.
  • Develops and maintains a strong understanding of retail distribution platform to enhance ability to identify and target growth opportunities.



  • 4 Year/Bachelors Degree or equivalent work experience (4 years of experience in lieu of Bachelors) (Minimum Required)
  • 1 - 3+ Years in sales, recruiting, telemarketing, call center and/or customer service that directly align with the specific responsibilities for this position. (Required)  #LI-AY1





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. Opportunities throughout LFG are available to employees and applicants and are evaluated on the basis of job qualifications. We have a drug free work environment and we perform pre-employment substance abuse testing.


Nearest Major Market: Philadelphia

Job Segment: Recruiting, Pre-Sales, Inside Sales, Telemarketing, Human Resources, Sales