Account Coordinator, Relationship Management
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Job Description
Account Coordinator building strategic partnerships with stakeholders to support Lincoln Financial’s sales solutions and strategies. Managing compliance and operations issues while driving sales performance.
Responsibilities:
- Builds partnerships with internal and external stakeholders to provide sales solutions and support to various LFD business units
- Partners with key stakeholders to execute the department’s overall sales strategy
- 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
Requirements:
- 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
- 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
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