Note: The job is a remote job and is open to candidates in USA. Lincoln Financial is a company that helps people confidently plan for their financial futures. The Account Coordinator in Relationship Management will build partnerships with stakeholders to provide sales solutions, manage compliance procedures, and support the execution of the department's sales strategy.
Responsibilities
- Manages business wide procedures to ensure alignment with LFD compliance rules
- Works to review and resolve increasingly more complex operations and compliance issues/concerns
- Motivates and strengthens relationships with the sales and business areas to implement targeted sales concepts and solutions that increase sales
- Works to meet sales targets by defining, implementing and managing complex assignments necessary to drive these intended results
- Collaborates with internal stakeholders to complete various complex projects to drive the sales strategy
- Identifies, integrates and communicates product needs, strategies, field sales obstacles and issues as they arise to sales management
- Supports the development & implementation of tactical sales strategies required to support LFD’s vision & direction
Skills
- 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) in Computer Science, Information Systems, or Information Technology
- 3-5 years of financial services experience
- 1-3 years of proven sales and relationship building abilities
- FINRA SIE and Series 6 required at time of hire
- FINRA Series 63 - within 90 days of start date
- Demonstrated strong relationship management skills with internal clients (e.g. management, peers and colleagues); proven ability to develop collaborative approaches
- Confident, comfortable communicator with strong written and verbal communication skills
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
- 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