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Lincoln Financial · 1 day ago

Sr. Voluntary Benefit & Enrollment Practice Leader

Charlotte, NC

Full-time

Hybrid

Mid, Senior Level

3+ years exp

Lincoln Financial is a company dedicated to helping people confidently plan for their financial futures. They are seeking a Sr. Voluntary Benefit & Enrollment Practice Leader to provide consultative product recommendations and enrollment solutions, maximizing participation in employee benefits among customers. The role involves building relationships, analyzing client needs, and supporting sales efforts to enhance enrollment strategies.

AdviceFinanceFinancial ServicesInsurance

Responsibilities

You will build and maintains strong relationships with Sales & Acct Management to understand their new sales & inforce business enrollment needs and benefit objectives. In addition, you will build and maintain strong business relationships with key sales clients to meet or exceed established sales goals, quotas, targets or objectives

You will analyze client demographics, industry trends, and purchased products to tailor enrollment and education strategies

You will recommend and coordinate third-party enrollment vendors to deliver customized solutions. You will evaluate and enhance more complex enrollment methods to improve efficiency, reduce costs, and increase participation. In addition, you will partner with enrollment firms to design and implement multi-channel communication strategies

You will develop & execute sales plans to increase sales revenue & market share with assigned Advisors, Registered Representatives &/or Brokers while maintaining long-term relationships. In addition, you will develop & execute plans to increase/gain opportunities to introduce Lincoln's products/services, management & other resources to targeted Advisors, Registered Representatives and/or Brokers

You will provide sales support tools, sales & marketing ideas on Lincoln's products/offerings to assigned Advisors, Registered Representatives &/or Brokers

You will support Relationship Management retention efforts & look for opportunities to cross sell & cross partner with appropriate stakeholders as well as opportunities to increase premium on current block. In addition, you will act as an expert-level resource during planning meetings, assist with case positioning & proposals, and contribute to preparation for and/or participate in finalist sales presentations

You will support both sales and service by presenting voluntary product & enrollment best practices in customer capabilities and sales finalist meetings. In addition, you will consult clients & brokers on new & existing employee electable/worksite products; offering employee counseling solutions during annual & ongoing enrollment opportunities

You will effectively collaborate with internal teams, such case management, account management, and sales, as well as client contacts to support enrollment goals

You will participate in industry organizations & meetings, share up-to-date information on market trends and competitor information to advise on how to best position Lincoln products to support sales goals

Qualification

Voluntary benefit expertiseSales support experienceEnrollment solutionsClient facing experienceGroup insurance knowledgeProject managementMarketing experienceSales experienceProducer licensingEffective communication