RPS Sales Specialist

Date: Nov 12, 2022

Primary Location: Radnor, PA, US

Company: Lincoln Financial


 Alternate Locations: US West; Portland, OR (Oregon); San Diego, CA (California); San Francisco, CA (California); Seattle, WA (Washington)


Work Arrangement: Work from Home


Relocation assistance:: is not available for this opportunity.


 Pay Range: $75,000 - $275,000 


Requisition #: 70410



The Role at a Glance:

As the RPS Sales Specialist, this position will be responsible for presenting and educating advisors and plan sponsors on Lincoln Financial Group's retirement solution for small and medium defined contribution plans Western Region. You will support and work closely with wholesalers to strategize and coordinate various aspects of the presale process. You will also be responsible for fostering relationships throughout the enterprise to drive sales growth in identified key markets.

What you'll be doing:

  • In coordination with internal clients, the RPS concierge must develop, direct, implement & maintain a business plan to achieve sales & growth goals for targeted firms.
  • Develops, maintains & executes complex internal and external client relationship plans to ensure overall service needs are satisfied & achieve the business/profitability/retention objectives.
  • Serves as a primary point of contact to coordinate all resources, marketing material, presentation decks, etc., for finals meetings.
  • Present, when necessary, on finals meetings, in person or via conference call on such things as enrollment support, employee education, implementation process, and client service
  • Act as an issue resolution point person and liaison between implementation, sales, and clients during the implementation process and transition to account management
  • Coordination and leadership of initial enrollment meetings of winning finalist plans with Project Enrollment Team.
  • Identifies & resolves complex client issues/concerns in a timely & collaborative manner.
  • Follow up on any outstanding paperwork/action items requirements to insure IGO status on all new plans in pipeline.
  • Works with wholesalers to direct and develop 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
  • 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 your 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 your assigned area(s) of responsibility.
  • Identifies and recommends to management process improvements that reduce workloads or improve quality for your 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 your assigned area(s) of responsibility.
  • Works with and supports wholesalers to meet sales objectives and goals for your area(s) of responsibility.
  • Builds, enhances & maintains effective relationships with more complex client organizations to ensure a high level of client satisfaction & retention & increase sales revenues & profitability.
  • Adheres to LFD’s Culture of Compliance. Complies with LFD’s policies and procedures.

What we're looking for:

  • 1-3+ Years’ experience years of experience in the financial services industry that directly aligns with the specific responsibilities
  • Undergraduate degree or 4+ years of comparable work experience
  • FINRA Series 6. 63, and Life & Health designation 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.
  • Evaluate trends in data or information. Very detail oriented.
  • Ability to write correspondence, policies and proposals to various targeted audiences
  • Critical thinker with an ability to analyze information and to evaluate the implications of a course of action or strategy
  • Ability to build relationships with internal and external stakeholders across all levels
  • Ability to influence outcomes without directing or commanding
  • Demonstrated ability to influence at all levels of management through clear, informed and logical discussions and/or presentations
  • Must be self-motivated with an independent work ethic
  • Ability to effectively manage and prioritize time while multitasking
  • Ability to work collaboratively in a team environment
  • Computer Skills: Microsoft Office Suite (including Word, Excel, PowerPoint, Outlook)

What’s it like to work here?

At Lincoln Financial Group, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.


What’s in it for YOU:

  • A clearly defined career framework to help you successfully manage your career

  • Leadership development and virtual training opportunities

  • PTO/parental leave

  • Competitive 401K and employee benefits

  • Free financial counseling, health coaching and employee assistance program

  • Tuition assistance program

  • A leadership team that prioritizes your health and well-being; offering a remote work environment and flexible work hybrid situations

  • Effective productivity/technology tools and training


Work Arrangement

Work from Home : Employees will work from home and are not required to work in a Lincoln office on a regular basis.


Lincoln will evaluate the following when setting the successful candidate's wage rate:
•    Prior work or industry experience.
•    Education level to the extent education is relevant to the position.
•    Unique skills


 About The Company

Lincoln Financial Group, a Fortune 200 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 $324 billion in end-of-period account values as of June 30, 2021.

Ranked one of the Best Large Employers in America and Best Employers for Women by Forbes magazine as well as one of Newsweek’s Most Responsible Companies, 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.


Lincoln is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. 


Lincoln Financial Group is a committed corporate citizen included on major sustainability indices including the Dow Jones Sustainability Index North America and FTSE4Good. Dedicated to diversity and inclusion, we earned perfect 100 percent scores on the Corporate Equality Index and the Disability Equality Index. Follow us on Facebook, Twitter, LinkedIn, and Instagram. Sign up for email alerts at http://newsroom.lfg.com


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.


Additional Information

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, Veteran 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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