External Financial Advisor Recruiter

Date: Oct 10, 2021

Location: Philadelphia, PA, US

Company: Lincoln Financial

Alternate Locations: US Midwest; US Northeast; US Southeast; US Southwest

 

Work Arrangement: Work from Home

 

Relocation assistance is not available for this opportunity.

 

Level: S3 

 

Requisition #: 66312

 

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 fraudhotline@lfg.com if you encounter a recruiter or see a job opportunity that seems suspicious.

 

 

 

General Purpose of Job

The External Financial Advisor Recruiter is responsibile for the recruitment of qualified financial representatives within their assigned territory (Central U.S.) and market segment. They will partner with management to establish recruiting goals and solutions. They will develop leads and determine suitability of the representatives current business and cultural alignment with Lincolns strategies, goals and compliance procedures. They will also be responsible for communicating the Lincoln Financial Network value proposition in the marketplace.

Duties and Responsibilities

Attends network receptions within region to support recruiting efforts.
Captures recruiting activity in contact management system.
Collaborates with internal stakeholders to ensure the proper processing of all sold products from time of sale to issuance.
Communicates LFN value proposition within assigned territory.
Determines suitability of current business with LFG strategies, goals and compliance procedures.
Develops leads and build relationships with prospective financial representatives; Provides prospective representatives with continued, on-going contact.
Develops recruiting plan and executes on recruiting goals.
Directs and 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.
Directs the sourcing of candidates through referrals, networking, social media, search research.
Identifies, recommends and implements process improvements that reduce workloads or improve quality for his/her assigned area(s) of responsibility.
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.
Prepares and delivers formal business presentations to qualified prospective representatives highlighting LFN products,technology and service.
Provides consultation and education to prospective financial representatives on platform options, and partners with field leadership and the advisor recruitment team to evaluate platform options.
Represents LFN at various trade shows, conferences and seminars.
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 his/her assigned area(s) of responsibility.
Sources and develops prospective financial representatives within assigned territory.

Additional Position Responsibilities

Carries out duties in compliance with all state and federal regulations and guidelines. Complies with all company and site policies and procedures.
Makes a positive contribution as demonstrated by: - Making suggestions for improvement - Learning new skills, procedures and processes
Performs other duties as required.
Remains current in profession and industry trends.

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 excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail.
Demonstrates advanced relationship management skills with internal clients (e.g. management, peers and colleagues) and external clients.
Demonstrates strong interpersonal skills with a collaborative style.
Demonstrates strong project management 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.

Experience

3 - 5+ Years in recruiting, marketing, or sales in the securities/financial industry that directly aligns with the responsibilities of the position. (Required )

Education

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

 

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.

 

 

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