Posted: Wednesday, September 6, 2017 1:26 PM
Alternate Locations: Philadelphia, PA (Pennsylvania)
Relocation assistance will be considered/provided for this opportunity within our company guidelines.
Hiring Manager: Paul R Cardenas
About The Company
Led by over 9,000 employees : including you : Lincoln Financial Group provides advice and solutions that help empower people to take charge of their financial lives with confidence and optimism. Today, more than 17 million customers trust our retirement, insurance and wealth protection expertise to help address their lifestyle, savings and income goals, as well as to guard against long:term care expenses.
This position will support the recruitment of advisors for all LFN distribution channels from a variety of sources through outbound telephone calls to prospects. You will also take inbound calls from prospective financial advisors on a toll free line.
DUTIES AND 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.
:Develops and maintains a strong understanding of LFGs products, services and operational structure to enhance ability to identify and target sales growth opportunities for his/her assigned area(s) of responsibility.
: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.
:Builds and maintains strong business relationships with key sales clients to meet or exceed established sales goals, quotas, targets or objectives for his/her assigned area(s) of responsibility.
:Identifies and recommends to management process improvements that reduce workloads or improve quality for his/her assigned area(s) of responsibility.
:Collaborates with internal stakeholders to ensure the proper processing of all sold products from time of sale to issuance.
:Serves as a resource to internal/external stakeholders for his/her assigned area(s) of responsibility.
:Supports Regional Recruiters to develop business plans designed to increase financial representative recruitment.
:Plans and executes active call campaigns within assigned territory.
:Utilizes provided departmental script during inbound calls and outbound calls to initiate call campaign on a toll free line.
:Identifies and qualifies financial representative prospect through call campaigns while maintaining high activity standards that meet or exceed monthly lead generation quotas.
:Maintains pipeline with national prospective financial representative leads through proactive prospecting and inbound calls.
:Evaluates basic prospective financial representative information as part of screening process.
:Distributes leads to appropriate regional recruiters and collaborates with internal stakeholders to ensure the proper transition of prospective financial representatives.
:Captures recruiting activity (i.e. call logs, call detail and action plan) in contact management system.
:Builds and maintains strong business relationships with key recruiting targets to meet or exceed established goals, quotas or objectives for the retail distribution recruiting team.
:Develops and maintains a strong understanding of retail distribution platform to enhance ability to identify and target growth opportunities.
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.
:Remains current in profession and industry trends.
:Makes a positive contribution as demonstrated by: : Making suggestions for improvement : Learning new skills, procedures and processes
:Performs other duties as required.
EDUCATION AND EXPERIENCE
:4 Year/Bachelors Degree or
• Location: South Jersey
• Post ID: 43548318 southjersey