Sr. Consultant, Retirement Sales Support

Date: Jan 26, 2019

Location: Radnor, PA, US

Company: Lincoln Financial

Alternate Locations: Fort Wayne, IN (Indiana); Radnor, PA (Pennsylvania)

Relocation assistance is not available for this opportunity.

Requisition #57999

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

 

As the Sr Consultant, Retirement Sales Support, you will provide subject matter expertise and direction on complex projects/initiatives for assigned area(s) of responsibility.  You will provide consultation and support on a complex suite of Lincoln's retirement products and service offerings related to product planning, design, education/training, and sales support.

 

Responsibilities

 

Sales Support

  • Provides subject matter expertise on complex product planning, design activities and sales support to ensure various retirement offerings are understood, differentiated, and compliant with applicable regulations
  • Collaborates with business leader to define the solutions and road map for a suite of current and future Lincoln products and capabilities that span multiple markets, channels, and product structures
  • Provides complex P&L analyses to applicable internal stakeholders
  • Presents to and interacts with senior management, internal & external stakeholders, and customer prospects to effectively represent Lincoln’s suite of retirement products and capabilities
  • Identifies and directs new growth opportunities based on competitive intelligence, trends, and retirement plan expertise
  • Develops the core positioning, messaging, and sales & marketing tools for the retirement product suite in collaboration with marketing teams
  • Provides expert support and education to internal stakeholders (including Lincoln Financial Distributors RPS wholesalers) on product offerings, functionalities, platform technologies, market competitiveness, and regulatory requirements, e.g., SEC compliance
  • Provides operational consultation to assist with client product implementations, ongoing product support, and the creation and maintenance of procedural/training materials

 

Business Acumen

  • Maintains knowledge on current and emerging developments/trends, assesses the impact, and collaborates with senior management to incorporate new trends and developments in current and future solutions
  • Directs and enhances organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives
  • Identifies and directs the implementation of process improvements that significantly improve quality across the team, department and/or business unit
  • Provides subject matter expertise to team members and applicable internal/external stakeholders on complex assignments/projects
  • Provides direction on complex assignments, projects, and/or initiatives to build and enhance the capability
  • Remains current in profession and industry trends
  • Makes a positive contribution as demonstrated by:  - Making suggestions for improvement - Learning new skills, procedures and processes

 

Requirements

 

Education

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

 

Experience

  • 5 – 7+ Years of experience with retirement products and/or services that directly aligns with the specific responsibilities of this position
  • 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
  • Strong presentation skills with demonstrated ability to influence at all levels of management through clear, informed and logical discussions/presentations
  • Apply concepts such as probability, statistics, modeling, percentages, ratios, and proportions to practical solutions
  • Works with mathematical concepts such as averages and/or variances
  • Ability to analyze complex 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
  • 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 identify and recommend processes improvements
  • Demonstrated strong relationship management skills with internal clients (e.g. senior management, LFD Retirement Sales, peers and colleagues); proven ability to develop creative and collaborative approaches
  • Demonstrates strong interpersonal skills with a collaborative style
  • Demonstrates strong project management leadership 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 senior/executive management, colleagues and peers; can influence outcomes without directing or commanding
  • Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)

#LI-JH1

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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Nearest Major Market: Philadelphia

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