Sr Consultant, Advanced Sales (*remote)

Alternate Locations: Hartford, CT (Connecticut); Fort Wayne, IN (Indiana); Greensboro, NC (North Carolina); Radnor, PA (Pennsylvania)

 

 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 #: 74048

 

The Role at a Glance

 

The Sr. Consultant, Advanced Sales provides life insurance internal and external stakeholders with educational and point of sale advanced planning support to generate life insurance sales. They will be responsible for decision making, prioritization and implementation of Lincoln Advanced Sales concepts. They will need to work across key business areas to develop, prioritize and roll-out concepts in concert with key strategic plans.

 

What you'll be doing

 

DUTIES AND RESPONSIBILITIES

• Maintains knowledge on current and emerging developments/trends for assigned area(s) of responsibility, 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 within assigned area(s) of responsibility.
• Identifies and directs the implementation of process improvements that significantly improve quality across the team, department and/or business unit for their assigned area(s) of responsibility.
• Provides subject matter expertise to team members and applicable internal/external stakeholders on complex assignments/projects for their assigned area(s) of responsibility.
• Provides direction on complex assignments, projects, and/or initiatives to build and enhance the capability of their assigned area(s) of responsibility.
• Provides subject matter expertise regarding sales collateral on the use of financial products. Specifically life insurance and long term care utilized in business planning, estate planning, qualified retirement plans and IRA and annuity strategies.
• Collaborates with Marketing to provide solutions to the development of sales and marketing campaigns supporting sales concepts for all distribution channels
• Acts as the liaison between IT, Advanced Sales, Marketing, Compliance and other key stakeholders to ensure successful sales concept deliverables
• Creates narratives for, along with necessary Excel models (including calculations), in support of the sales concept deliverables
• Provides direction on Sales Concept user testing for illustration software to ensure launch readiness
• Creates and delivers Business Requirements Documents (BRD's) in order to meet key deliverable dates
• Creates, implements, and facilitates training on advanced sales concepts

 

ADDITIONAL POSITION RESPONSIBILITIES

• Carries out duties in compliance with all state and federal regulations and guidelines.  Complies with all company and site policies and procedures.
• Remains current in profession and industry trends.
• Makes a positive contribution as demonstrated by: Making suggestions for improvement - Learning new skills, procedures and processes
• Performs other duties as required.

 

What we’re looking for

 

EDUCATION AND EXPERIENCE

• 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) 
• JD strongly preferred
• CFA, CPA or other advanced designation(s) strongly preferred
• Current FINRA Series 6 or Series 7 required
• 5-7+ Years of experience in financial services sales and/or marketing with a focus on life insurance that directly aligns with specific responsibilities for this position is required

 

Application Deadline

 

Applications for this position will be accepted through January 31st, 2025, subject to earlier closure due to the 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 v