Note: The job is a remote job and is open to candidates in USA. Lincoln Financial is excited to bring on a Sr. Account Director to join their Workplace Solutions Team in the Central region. This role involves building and maintaining relationships with customers, managing group benefits plan administration, and supporting growth in product offerings.
Responsibilities
- You will maintain knowledge on current and emerging developments/trends for assigned territory and products, assessing impacts, and collaborating with management to incorporate new trends and developments in current and future solutions
- You will partner with your customers and the business to retain customers while adding additional lines of coverage to support the needs of their employees to effectively support growth in all segments of our product/service offerings
- You will develop and maintain an understanding of LFG's products, services and operational structure to enhance ability to identify and target sales growth opportunities
- You will provide education, information, training & advice on Lincoln’s products & services (including sales support tools, marketing ideas, etc.) to assigned customers ranging from Advisors, Registered Representatives, Brokers and/or Plan Sponsor/Participants
- You will build and maintain business relationships through effective communication via email, phone and in person with internal/external stakeholders in a customer centric and professional demeanor
- You will work through customer issues independently while collaborating with internal stakeholders to resolve issues in a timely manner
- You will identify, recommend and champion process improvements and organizational initiatives to positively influence the team and quality
Skills
- 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's)
- 5 - 7+ Years' experience in relationship management that directly aligns with the specific responsibilities for this position
- Ability to communicate effectively (verbal/written)
- Management/leadership experience
- Project management experience
- Experience working with multiple products
- Presentation training or skills
- Customer and/or broker facing role
Benefits
- 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
- Relocation assistance will be considered/provided for this opportunity within our company guidelines
- 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
- Other rewards may include long-term incentives, sales incentives and Lincoln’s standard benefits package
Company Overview