What you’ll be doing
Builds and directs a more complex relationship platform by identifying senior contacts within targeted firms to achieve profitable sales and Lincoln’s product breath growth.
Collaborates with internal stakeholders to ensure the proper processing of all sold products from time of sale to issuance.
Conducts firm/institution meetings and in-person meetings to achieve sales targets. (e.g. due diligence meetings, one-on-one meetings, sponsorship and speaking opportunities).
Develops a comprehensive understanding of existing/targeted firms/institutions including targeted market segments, how they operate, and/or value proposition(s) and is known by them.
Develops and maintains a more complex sales program to increase sales revenue and market share within assigned area of responsibility.
Increases penetration in territory of by optimizing and growing relationships within existing more complex firms/institutions.
Maintains sales call data in appropriate systems and/or complete sales reports.
Meets or exceeds all department and/or sales goals/targets for their assigned territory.
Utilizes expense budgets to set limits and maximize sales opportunities within their assigned territory.
Works effectively to support growth in all segments of Lincoln’s products/service offerings to maximize and capitalize on the opportunities to cross sell and penetrate assigned firms/institutions.
Adhere to LFDs Culture of Compliance. Comply with LFDs policies and procedures
What we’re looking for
Must-Haves
3-5 years’ external sales experience in the financial services industry that directly aligns with the specific responsibilities preferred
FINRA Series SIE, 6, 63, L&H
Bachelor’s degree or equivalent work experience
Analytical skills and close attention to detail is necessary to determine proper processing of investment documents
Effective verbal and written communication skills
Reading skills to interpret documents in standard English text such as policies, proposals, applications, and procedures
Skill in writing grammatically correct routine business correspondence such as brief transmittal memoranda
Skill in analyzing information, problems, situations, practices or procedures
Skill in systematically arranging documents into groups or categories according to established criteria
Ability to prioritize work based on business needs
Ability to multitask between daily and weekly work assignments
Ability to adapt quickly in a changing work environment
Ability to work independently in a team environment
