Lincoln Financial Group Sr. Account Manager, Relationship Management in Sacramento, California
Alternate Locations: Bakersfield, CA (California); La Jolla, CA (California); Phoenix, AZ (Arizona); Sacramento, CA (California); San Diego, CA (California); San Francisco, CA (California); San Ramon, CA (California)
Relocation assistance is not available for this opportunity.
About the Company
Lincoln Financial Group, a Fortune 250 company with over 10,000 employees, provides advice and solutions that help empower Americans to take charge of their financial lives with confidence. Our core business areas — Life Insurance, Annuities, Retirement Plan Services and Group Protection — focus on supporting, preserving and enhancing over 17 million customer’s lifestyles and retirement outcomes.
Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. The company had $238 billion in assets under management as of December 31, 2018.
Ranked one of the Best Large Employers in America by Forbes magazine, Lincoln Financial Group makes a serious investment in our employees’ futures through a broad range of wealth accumulation and protection plans, health and wellness programs, and career development resources designed to help each individual reach their personal and professional goals.
General Purpose of the Role
The Sr. Account Manager develops, directs, implements, and maintains a business plan to achieve sales, growth, profitability, retention, and market share goals for assigned area(s) responsibility within group protection (group benefits). They will build, enhance and direct the relationship with clients in assigned territory to ensure clients’ overall service needs are met and high satisfaction levels achieved.
Duties & Responsibilities
Maintains knowledge on current and emerging developments/trends for assigned area(s) of responsibility, assesses the impact, and collaborates with management to incorporate new trends and developments in current and future solutions.
Serves as a subject matter expert to internal/external stakeholders by developing and maintaining an advanced understanding of LFG's products, services and operational structure for their assigned area(s) of responsibility.
Directs and develops business on behalf of the Lincoln Financial Group (LFG) in a manner that supports a positive company image, in compliance with all required rules and regulations and ethical in all considerations.
Identifies, recommends and implements process improvements that reduce workloads or improve quality for their assigned area(s) of responsibility.
Collaborates with internal stakeholders to ensure the proper processing of all sold products from time of sale to issuance.
Develops, maintains & executes complex client relationship plans to ensure overall service needs are satisfied & achieve the business/profitability/retention objectives.
Serves as a subject matter expert to internal stakeholders & consults on complex relationship management/sales solutions to optimize client satisfaction & achieve desired business results.
Builds, enhances & maintains effective relationships with more complex client organizations to ensure a high level of client satisfaction & retention & increase sales revenues & profitability.
Identifies & resolves complex client issues/concerns in a timely & collaborative manner.
Identifies clients with retention risk & develops & executes complex plans to retain clients & notifies management.
Develops & maintains more complex plans to support retention sales & product breadth growth within existing clients.
Profiles assigned territory to identify and build relationships with those more complex clients who would be interested in LFG offerings.
Cultivates, directs, & maintains increasingly senior level client relationships.
Develops, directs, & executes more complex plans to increase/gain opportunities to introduce LFG management & other resources to targeted clients.
Develops a comprehensive understanding of existing/targeted clients including market segments, how they operate, and/or their value proposition(s).
Builds & directs a more complex relationship platform by identifying senior contacts within targeted clients to achieve profitable sales & LFG's product breath growth.
Actively participates in financial services and/or insurance industry trade organizations to have LFG participate by partaking in sponsorship and/or speaking opportunities.
Supports retention efforts & looks for opportunities to cross sell/ partner with internal stakeholders.
Conducts client meetings & attends finalist presentations to achieve sales targets.
Develops & maintains relationships with internal stakeholders to achieve sales objectives
Provides feedback & intelligence to internal partners on existing & targeted clients.
Maintains expense budgets to set limits.
Meets or exceeds all department and/or sales goals/targets for his/her assigned clients.
Additional Position Responsibilities
Carries out duties in compliance with all state and federal regulations and guidelines. Complies with all company and site policies and procedures.
Makes a positive contribution as demonstrated by: - Making suggestions for improvement - Learning new skills, procedures and processes
Performs other duties as required.
Remains current in profession and industry trends.
- 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) - Minimum Required
- Licenses dependent upon product being supported with specified time frame -Upon Hire
- 3 - 5+ Years experience in relationship management that directly aligns with the specific responsibilities for this position (Required )
This position may be subject to Lincoln’s Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln’s current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.
Any unsolicited resumes/candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial Group are considered property of Lincoln Financial Group and are not subject to payment of agency fees.
Lincoln Financial Group (“LFG”) is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, veterans status, or genetic information. Applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling 260-455-2558.
Lincoln Financial Group ("LFG") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, veterans status, or genetic information. Opportunities throughout LFG are available to employees and applicants and are evaluated on the basis of job qualifications. We have a drug free work environment and we perform pre-employment substance abuse testing.
Lincoln Financial Group
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