Director of Recruiting

Date: Aug 15, 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 #60346

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 $238 billion in assets under management as of December 31, 2018.

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 of Recruiting, you are responsible for the recruitment of qualified financial representatives within assigned territory & market segment. You will partner with management to establish recruiting goals & solutions. You will develop, lead & determine suitability of the representative’s current business and cultural alignment with Lincoln’s strategies, goals and compliance procedures. You will also be responsible for communicating the Lincoln Financial Network value proposition in the marketplace.


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





  • Develops, directs, implements & maintains a business plan to achieve sales & growth goals for targeted firms including having a multifaceted understanding of key contacts, how they market themselves, market segments they target, how they operate to establish relationships &/or value proposition
  • Sources and develops prospective financial representatives within assigned territory
  • Develops recruiting plan and executes on recruiting goals
  • Owns for the overall process for on-boarding new recruits in coordination with our operations and compliance team
  • Provides consultation and education to prospective financial representatives on platform options, and partners with field leadership and the advisor recruitment team to evaluate platform options
  • Prepares and delivers formal business presentations to qualified prospective representatives highlighting LFN products, technology and service
  • Develops leads and build relationships with prospective financial representatives; Provides prospective representatives with continued, on-going contact
  • Captures recruiting activity in contact management system
  • Attends network receptions within region to support recruiting efforts
  • Represents LFN at various trade shows, conferences and seminars



Business Acumen

  • Determines suitability of current business with LFG strategies, goals and compliance procedures
  • Communicates LFN value proposition within assigned territory
  • 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.
  • Serves as a subject matter expert to internal/external stakeholders by developing and maintaining an advanced understanding of LFG's products, services and operational structure
  • Directs and 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
  • Identifies, recommends and implements process improvements that reduce workloads or improve quality
  • Collaborates with internal stakeholders to ensure the proper processing of all sold products from time of sale to issuance
  • Remains current in profession and industry trends
  • Makes a positive contribution as demonstrated by:  - Making suggestions for improvement - Learning new skills, procedures and processes





  • Ability to travel 25% domestically



  • Undergraduate degree or 4+ years’ experience that directly align with the responsibilities of the role



  • 3 - 5+ Years in recruiting, marketing, or sales in the securities/financial industry that directly aligns with the responsibilities of the 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 evaluate information and 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 excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail
  • Demonstrates advanced relationship management skills with internal clients (e.g. management, peers and colleagues) and external clients
  • Demonstrates strong interpersonal skills with a collaborative style
  • Demonstrates strong project management 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 management, colleagues and peers
  • 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: Manager, Recruiting, Project Manager, Management, Human Resources, Technology