Account Manager – Relationship Management
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Job Description
Account Manager at Lincoln Financial building and maintaining relationships with key sales clients. Focused on meeting sales goals and delivering client satisfaction in assigned territories.
Responsibilities:
- Builds and maintains strong business relationships with key sales clients
- Collaborates with internal stakeholders to ensure the proper processing of all sold products
- Serves as a resource to internal/external stakeholders for their assigned area(s) of responsibility
- Develops and executes more complex client relationship plans
- Identifies and resolves more complex client issues in a timely and collaborative manner
- Profiles area of responsibility to identify clients interested in LFG offerings
- Conducts site visits to clients to achieve sales targets
- Maintains sales call data in appropriate systems and/or completes sales reports
- Meets or exceeds all department and/or sales goals/targets for their assigned clients
Requirements:
- 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's)
- 1 - 3+ Years experience in relationship management that directly aligns with the specific responsibilities for this position
- FINRA Series 6 and 63 required
- FINRA Series 7 and 66 preferred
- A demonstrated track record of consistently meeting and/or exceeding performance expectations
- Drives performance targets to completion
- Confident, comfortable communicator with strong written and verbal communication skills
- Strong presentation skills with demonstrated ability to influence at all levels of management through clear, informed and logical discussions/presentations.
Benefits:
- 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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