Territory Business Coordinator

Alternate Locations: Radnor, PA (Pennsylvania)

 

 Work Arrangement:

Hybrid Preferred : Preferred employee will work 3 days a week in a Lincoln office

 

Relocation assistance:  is not available for this opportunity.

 

Requisition #: 74791

 

The Role at a Glance

This Territory Business Coordinator will perform and deliver on routine and non-routine assignments for their assigned area(s) of responsibility independently in accordance with established procedures/guidelines. They are responsible for providing routine and increasingly more non-routine operational and sales support to the Annuity External Wholesalers selected to be a part of the Territory Business Coordinator Program.

What you'll be doing

• Reviewing wholesaler email correspondence, adding the appropriate compliance disclosures and managing the Compliance Submission process to completion, which may require reviewing edits with team manager or other levels of management.
• Reviewing and processing marketing materials to be sent through our internal marketing system or mail merge emails.
• Reviewing daily workflow, entering information in database(s), and completing other routine and increasingly more non-routine tasks and responsibilities.
• Coordinating routine Roadshow and Lunch and Learn meetings and routine virtual meetings for specified groups of wholesalers identified by Divisional Sales Managers.
• Supporting the personalized sales campaigns developed by participating wholesalers.
• Supporting the routine meeting series which includes budgets, venue selection, registration, compliance and execution.
• Providing a diverse range of information and performing a diverse range of tasks/transactions related to common programs and services.
• Providing consultative support and partnering with wholesalers and other stakeholders as needed to provide routine and increasingly more non-routine sales support while maintaining fiscal discipline and adherence to customer and regulatory requirements.
• Proactively building relationships with wholesalers and other stakeholders as needed through active communication, and achievement of quality service for partners.

What we’re looking for

Must-have experience (required): 

• High School or GED
• 1-2 years of experience in administrative or customer service experience
• Strong written and verbal communication skills 
• Excellent organizational skills with the ability to multi-task 

Nice to have experience (preferred): 

• Financial Services Experience

Application Deadline

Applications for this position will be accepted through August, 31, 2025 subject to earlier closure due to applicant volume.

 

What’s it like to work here?

At Lincoln Financial, 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 of Lincoln's core values and leadership attributes

• 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

• Work arrangements that work for you

• Effective productivity/technology tools and training

 

The pay range for this position is $22.59 - $30.12 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.