Be an early applicantLess than 25 applicants

Company

Lincoln Financial · 17 hours ago

Sr Consultant, Advanced Sales (*remote)

Radnor, PA

Full-time

Remote

Mid, Senior Level

$94K/yr - $250K/yr

5+ years exp

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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

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.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Financial services salesLife insurance expertiseAdvanced Sales conceptsFINRA Series 6FINRA Series 7CFA certificationCPA certificationBusiness Requirements DocumentsExcel modelingCollaboration with MarketingChange managementProcess improvementTraining facilitationStakeholder engagement

Required

4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's)

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

Preferred

JD strongly preferred

CFA, CPA or other advanced designation(s) strongly preferred

Benefits

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

Company

Lincoln Financial

Glassdoor

3.6

Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future.

Founded in 1905

Radnor, Pennsylvania, USA

10001+ employees

http://www.lfg.com/

H1B Sponsorship

Lincoln Financial has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2023 (38)

2022 (49)

2021 (55)

2020 (32)