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Lincoln Financial · 4 hours ago

Business Development Specialist - Annuities (RIA)

Radnor, PA

Full-time

Hybrid

Mid Level

$60K/yr - $110K/yr

4+ years exp

Lincoln Financial is a company that helps people confidently plan for their financial future. The Business Development Specialist role involves making daily calls to increase new producers and sales through partnerships with external wholesalers, while also managing relationships and driving sales in the division.

AdviceFinanceFinancial ServicesInsurance

Responsibilities

Maintaining minimum productivity levels in order to proactively build new relationships in the division and ensure market awareness with new producers on a monthly basis to achieve new producer and divisional sales goals

Actively developing new relationships and uncovering sales opportunities with new producers

Managing and working pipeline of prospects to drive activity and increase sales in division

Working collaboratively with divisional sales managers, external and internal wholesalers to offer prospects valuable solutions and an elevated client experience to drive sales

Assisting new producers in ensuring all required licenses and producer onboarding is handled seamlessly to help them submit their first case successfully

Conducting conference calls and webinars with financial professionals to close business

Coordinating activities and territory management with your external and internal partners to display united partnership and one team Lincoln

Effectively handing off the client relationship and service tasks in a seamless manner to other LFD sales professionals while assuring the client remains 100% satisfied

Qualification

Outbound salesAnnuities knowledgeSalesforce.comInterpersonal skillsCommunication skillsOrganizational skillsGoal orientationTeam collaborationAttention to detailTime management

Required

4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's)

Proven success with proactive outbound sales in financial services industry

Strong sales, interpersonal, communication, and organizational skills

Strong annuities background and technical knowledge of the industry

Motivated individuals that thrive on attaining both business and personal goals

Examples of business goals include monthly and annual sales goals, activity goals and converting inactive clients, and creating new producers

Demonstrated diligence and goal orientation

Knowledge and expertise leveraging internal CRM - Salesforce.com

Display characteristics tied to Lincoln's core values and leadership attributes including but not limited to Optimism, Action orientation, Attention to detail, Time and Territory management