Lincoln Financial Services
Marketing Territory Business Coordinator
Lincoln Financial Services, Broomall, Pennsylvania, United States, 19008
Marketing Territory Business Coordinator
This Territory Business Coordinator will perform and deliver on routine and non-routine assignments for their assigned area(s) of responsibility independently in accordance with established procedures/guidelines. They are responsible for providing routine and increasingly more non-routine operational and sales support to the Annuity External Wholesalers selected to be a part of the Territory Business Coordinator Program. What you'll be doing: Reviewing wholesaler email correspondence, adding the appropriate compliance disclosures and managing the Compliance Submission process to completion, which may require reviewing edits with team manager or other levels of management. Reviewing and processing marketing materials to be sent through our internal marketing system or mail merge emails. Reviewing daily workflow, entering information in database(s), and completing other routine and increasingly more non-routine tasks and responsibilities. Coordinating routine Roadshow and Lunch and Learn meetings and routine virtual meetings for specified groups of wholesalers identified by Divisional Sales Managers. Supporting the personalized sales campaigns developed by participating wholesalers. Supporting the routine meeting series which includes budgets, venue selection, registration, compliance and execution. Providing a diverse range of information and performing a diverse range of tasks/transactions related to common programs and services. Providing consultative support and partnering with wholesalers and other stakeholders as needed to provide routine and increasingly more non-routine sales support while maintaining fiscal discipline and adherence to customer and regulatory requirements. Proactively building relationships with wholesalers and other stakeholders as needed through active communication, and achievement of quality service for partners. What we're looking for: Must-have experience (required): High School or GED 1-2 years of experience in administrative or customer service experience Strong written and verbal communication skills Excellent organizational skills with the ability to multi-task Nice to have experience (preferred): Financial Services Experience Applications for this position will be accepted through August, 31, 2025 subject to earlier closure due to applicant volume.
This Territory Business Coordinator will perform and deliver on routine and non-routine assignments for their assigned area(s) of responsibility independently in accordance with established procedures/guidelines. They are responsible for providing routine and increasingly more non-routine operational and sales support to the Annuity External Wholesalers selected to be a part of the Territory Business Coordinator Program. What you'll be doing: Reviewing wholesaler email correspondence, adding the appropriate compliance disclosures and managing the Compliance Submission process to completion, which may require reviewing edits with team manager or other levels of management. Reviewing and processing marketing materials to be sent through our internal marketing system or mail merge emails. Reviewing daily workflow, entering information in database(s), and completing other routine and increasingly more non-routine tasks and responsibilities. Coordinating routine Roadshow and Lunch and Learn meetings and routine virtual meetings for specified groups of wholesalers identified by Divisional Sales Managers. Supporting the personalized sales campaigns developed by participating wholesalers. Supporting the routine meeting series which includes budgets, venue selection, registration, compliance and execution. Providing a diverse range of information and performing a diverse range of tasks/transactions related to common programs and services. Providing consultative support and partnering with wholesalers and other stakeholders as needed to provide routine and increasingly more non-routine sales support while maintaining fiscal discipline and adherence to customer and regulatory requirements. Proactively building relationships with wholesalers and other stakeholders as needed through active communication, and achievement of quality service for partners. What we're looking for: Must-have experience (required): High School or GED 1-2 years of experience in administrative or customer service experience Strong written and verbal communication skills Excellent organizational skills with the ability to multi-task Nice to have experience (preferred): Financial Services Experience Applications for this position will be accepted through August, 31, 2025 subject to earlier closure due to applicant volume.