National Account Executive, Group Benefits

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Date: Mar 11, 2025

Primary Location: San Francisco, CA, US

Company: Lincoln Financial

Alternate Locations: US West

Work Arrangement:

Remote : Work at home employee residing outside of a commutable distance to an office location.

Relocation assistance: is not available for this opportunity.

Requisition #: 74317

The Role at a Glance

We are excited to bring on a National Account Executive to join our Group Protection Distribution Team supporting Workplace Solutions in the Western region.

Background Details
The Group Protection Distribution Team is looking for an experienced National Account Executive to join Group Benefits team.

As a National Account Executive for Group Benefits, you will be responsible for managing national accounts, performing both sales and account management activities for one or more assigned national customers. Your portfolio will consist of complex group accounts in the national segment, generally over 5K covered employees. You will assist your customers with the stewardship, renewals and adding additional lines of coverage while ensuring their escalations and needs are being met. This opportunity will provide the ability to grow within the group insurance industry while gaining new skills and building strong working relationships. If this sounds like a role for you, please read on!

What you'll be doing

You will build effective working relationships with internal stakeholders, customers, buyers, Benefit Managers, key executives and brokers/consultants to facilitate the sale of new products to the client or additional participation on employee paid coverages while also ensuring the retention of existing business.
You will develop, implement and maintain a business plan and client relationships plan to achieve sales, growth and profitability, retention and market share goals for Lincoln’s Workplace Solutions while ensuring overall service needs are satisfied. You will manage and be accountable for renewal/financial strategy on assigned accounts by presenting the renewals to the customer and managing the strategy/process when account team presentation is involved.
You will provide consultative account management services to assigned national clients, providing continual education and counseling to clients on their benefit plans, manage the delivery of services to customer and consistently demonstrate value of these services. You will develop comprehensive understanding of existing/targeted clients including market segments, how they operate, and/or their value propositions.
You will assist large and/or National Accounts Sales Representatives with sales presentations as needed.

What we’re looking for

Must-have experience (Required):

4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's)
5+ Years of experience in group benefits that directly aligns with the specific responsibilities for this opportunity.
Group benefit product knowledge (Life, Dental, Disability, Worksite, Supplemental Health etc.) as well as process knowledge such as underwriting, etc.
A demonstrated track record of consistently meeting and/or exceeding performance expectations.
Ability to drive performance targets to completion.
Ability to explain complex processes and procedures.
Exceptional communication skills – written, verbal and presentation.

Nice-to have Experience (Preferred):

Group Benefits Sales Experience

Travel Requirements

Up to 50%

Application Deadline

Applications for this position will be accepted through March 17th, 2024, subject to earlier closure due to applicant volume.

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:

Clearly defined career tracks and job levels, along with associated behaviors for each Lincoln leadership Attribute.
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

The pay range for this position is $137,000 - $272,000 with anticipated pay for new hires between the minimum and midpoint of the range and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln’s total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln’s standard benefits package.

About The Company

Lincoln Financial Group helps people to plan, protect and retire with confidence. As of Dec. 31, 2023, approximately 17 million customers trust our guidance and solutions across four core businesses – annuities, life insurance, group protection and retirement plan services. As of December 31, 2023, the company had $295 billion in end-of-period account balances, net of reinsurance. Headquartered in Radnor, Pa., Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. Learn more at LincolnFinancial.com.

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.

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 or 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.

This Employer Participates in E-Verify. See the E-Verify notices.

Este Empleador Participa en E-Verify. Ver el E-Verify avisos.

Nearest Major Market: San Francisco
Nearest Secondary Market: Oakland
Job Segment: Account Executive, Social Media, Compensation, Outside Sales, Sales, Marketing, Human Resources

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