Director, Apprentice Advisors

Date: Jan 10, 2019

Location: San Ramon, CA, US

Company: Lincoln Financial

Alternate Locations: Dallas, TX (Texas); Irvine, CA (California); San Ramon, CA (California)

Relocation assistance is not available for this opportunity.

Requisition #58230

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 Director, Apprentice Advisor, you will provide leadership and direction to ensure group results for assigned area(s). You will work closely with leadership and internal stakeholders to execute sales growth solutions and ensure new advisors are properly oriented, trained and coached. You will also be responsible for developing training programs, measurement tools and conducting accountability/business planning calls with new advisors.


This role will be base out of one of the following locations:

3000 Executive Parkway, San Ramon, CA

15455 Dallas Parkway, Addison TX

18400 Von Karman Ave, Irvine, CA





  • Provides training and development opportunities, including stretch assignments, for team members and gives honest and open feedback to aid in the development of talent.
  • Directs and evaluates individual/team performance and takes appropriate action to meet and/or exceed performance standards
  • Establishes and implements priorities, performance goals and objectives to ensure group results for assigned area(s)
  • Directs and provides leadership to continually improve the capability and results for assigned area(s)
  • Ensures that top talent is hired and retained
  • Builds organizational capability within assigned area(s)
  • Develops an accountability and measurement system for advisors and conducts weekly accountability calls with all apprentice advisors in their first year of affiliation
  • Conducts conversations with apprentice advisors when they are not meeting their production requirements and are at risk of losing affiliation
  • Partners with internal stakeholder to develop a training and education strategy for apprentice advisors at all levels of their practice
  • Provides subject matter expertise to evaluate current training resources available and provides advisors with most applicable and up to date material needed to grow their practices
  • Directs and provides subject matter expertise to internal stakeholders to implement training and enforce the measurement system required to track and monitor goals and results of advisors
  • Partners with internal stakeholders to integrate apprentice advisor into senior advisor practice
  • Provides feedback, guidance and assists with the development of apprentice advisors' business plan for their practice
  • Provides coaching to apprentice advisors around sales and tactical skills to build successful practices, this includes but is not limited to sharing best practices and case studies
  • Partners with internal stakeholders to identify opportunities in the channel for new advisors
  • Directs and develops a program that provides structure for joint work between the experienced advisor and apprentice advisor


Business Acumen

  • Maintains knowledge on current and emerging developments/trends, assesses the impact, and collaborates with 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 reduce workloads or improve quality across the department
  • Provides subject matter expertise to team members and internal/external stakeholders on complex assignments/projects
  • Remains current in profession and industry trends.
  • Makes a positive contribution as demonstrated by:  - Making suggestions for improvement - Learning new skills, procedures and processes


Travel up to 50% required domestically





  • 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's)
  • FINRA S7 and S63
  • FINRA S24 within 180 days



  • 7+ Years’ experience in financial services that directly aligns with the specific responsibilities of this role, including 3+ years of managerial, supervisory, and/or demonstrated leadership experience
  • 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 ability to successfully hire, retain, develop and coach staff via a culture of real-time performance feedback, with ability to build both technical and leadership skills
  • Demonstrated strong relationship management skills with internal clients (e.g. senior management, 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 management, colleagues and peers; can influence outcomes without directing or commanding
  • Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)


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: San Francisco
Nearest Secondary Market: Oakland

Job Segment: Apprentice, Manager, Project Manager, Change Management, Entry Level, Management, Technology