Competitive Market Solutions Consultant - Retirement Plan Services

Date: Apr 11, 2019

Location: Radnor, PA, US

Company: Lincoln Financial

Alternate Locations: Radnor, PA (Pennsylvania)

Relocation assistance is not available for this opportunity.

Requisition #58229

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.


The Role

The Competitive Market Solutions Consultant – Retirement Plan Services provides more complex business intelligence, sales support, competitive analysis, and point of sale advanced planning guidance to key internal and external stakeholders. They will act as a resource to key stakeholders and will work across business areas to develop, prioritize and roll-out complex concepts to generate sales and achieve strategic objectives in the retirement plan service area. 



  • Acts as a resource regarding sales collateral on the use of financial products utilized in business planning, estate planning, qualified retirement plans and IRA and annuity strategies.
  • Collaborates with Marketing to provide solutions to the development of more complex sales and marketing campaigns supporting sales concepts for all distribution channels.
  • Maintains productive relationships with internal partners, external sales management, and customers in order to significantly capture sales and market share.
  • Creates presentations & visualizations from competitive data and figures to support the sales team.
  • Implements and facilitates training on advanced sales concepts.
  • Acts as a resource for advisors and key stakeholders to provide value-added strategies to increase client business.
  • Provides training to Lincoln producers & wholesalers to promote Lincoln’s product strategy as well as the financial advantages of Lincoln products over industry competitors.
  • Develops field intelligence and competitor information to product manufacturing and other LFD constituents to support more complex initiatives across
  • LFG to maintain or enhance product competitiveness.
  • Compiles more complex market information into strategic intelligence to drive business decisions that impact the enterprise.
  • Maintains knowledge on current and emerging developments/trends for RPS, 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 the competitive intelligence team.
  • Identifies and recommends process improvements that significantly reduce workloads or improve quality for their group.
  • Consults/Analyze on more complex assignments



  • Undergraduate degree or 4+ years of comparable work experience



  • 3-5+ years of experience in financial services that directly aligns with the specific responsibilities for this position
  • 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 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



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: Philadelphia

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