Channel Sales Manager
iProov
Retirement Plan Sales Director – Central/Pacific NW
Lincoln Financial
full-time
Posted on:
Location Type: Remote
Location: Remote • Colorado, Montana, Oregon, Utah, Washington • 🇺🇸 United States
Visit company websiteSalary
💰 $215,000 - $480,000 per year
Job Level
Lead
About the role
- Develops, maintains and executes complex client relationship plans to ensure clients’ overall service needs are satisfied and achieve all business/profitability objective
- Act as a subject matter expert to internal stakeholders by consulting on complex sales strategies to optimize client satisfaction & retention
- Builds, enhances and maintains effective relationships with complex client organizations to ensure a high level of client satisfaction & increase sales revenues & profitability
- Identifies clients with retention risk and develops and executes complex plans to retain clients
- Develops & maintains complex plans to support retention sales & product breadth growth within existing clients
- Profiles territory of complex clients to identify which firms may be interested in LFG offerings & targets executives with whom to build relationships
- Serves as a subject matter expert to internal/external stakeholders by leveraging an advanced understanding and expertise of LFG's products, services & operational structure
- Participates in financial services &/or insurance industry trade organization meetings seeking opportunities for LFG to participate via sponsorship &/or speaking opportunities
- Supports retention efforts by looking for opportunities to cross sell/partner with appropriate stakeholders
- Meets or exceeds all department and/or sales goals/targets
Requirements
- 5+ Years experience in sales and/or relationship management of Defined Contribution plans that directly aligns with the responsibilities for this position
- 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's)
- FINRA S6, S63, Life & Health within 180 days of hire
- Confident, comfortable communicator with strong written and verbal communication skills
- Demonstrates ability to communicate knowledgeably and credibly with internal/external senior management
- Strong presentation skills with demonstrated ability to influence at all levels of management through clear, informed and logical discussions/presentations
- Demonstrates advanced relationship management skills with internal clients (e.g. management, peers and colleagues) and external clients; proven ability to develop creative and collaborative approaches
- Ability to travel 50%
Benefits
- Clearly defined career tracks and job levels
- 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
sales strategiesclient relationship managementretention salesproduct breadth growthfinancial servicesinsurance industry
Soft skills
communication skillspresentation skillsrelationship managementinfluencing skillscollaborative approaches
Certifications
FINRA S6FINRA S63Life & Health
