Overview
Alternate Locations:
Hartford, CT (Connecticut) Work Arrangement: Hybrid : Employee will work 3 days a week in a Lincoln office Relocation assistance: is not available for this opportunity. Requisition #: 75704 The Role at a Glance
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 MoneyGuard 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. Reviewingand processingmarketing materials to be sent through our internal marketing system or mail merge emails. Reviewingdaily workflow, enteringinformation into databases and completingother routine and increasingly more non-routine tasks and responsibilities. Coordinating routine Roadshow, Lunch and Learn meetings, and routine virtual meetings for specified groups of wholesalers identified by Divisional Sales Managers. Supportingthe personalized sales campaigns developed by participating wholesalers. Supportingthe routine meeting series which includes budgets, venue selection, registration, compliance, and execution. Providinga diverse range of information and performinga diverse range of tasks/transactions related to common programs and services. Providingconsultative support and partneringwith 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 buildingrelationships with wholesalers and other stakeholders as needed through active communication, and achievement of quality service for partners. Extracting contact data from Salesforce to build targeted distribution lists that support wholesaler outreach and engagement strategies. Developing monthly marketing campaign performance reports for Sales Managers that provide strategic decision-making insights. What we\'re looking for
Must-have experience (required): High School Diploma 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 What\u2019s it like to work here?
At Lincoln Financial, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future. What\u2019s in it for you: Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values andleadership attributes
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
The pay range for this position is$23.13 - $31.93with
anticipated pay for new hires between the minimum and midpoint of the range
and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln’s total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln’s standard benefits package. About The Company
Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services. With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach. Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice. Lincoln is committed to creating an inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Follow us on Facebook, X, LinkedIn, Instagram, and YouTube.For the latest company news, visit our newsroom. Be Aware of Fraudulent Recruiting Activities If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters. Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Please contact Lincoln\'s fraud team at fraudhotline@lfg.com if you encounter a recruiter or see a job opportunity that seems suspicious.
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Alternate Locations:
Hartford, CT (Connecticut) Work Arrangement: Hybrid : Employee will work 3 days a week in a Lincoln office Relocation assistance: is not available for this opportunity. Requisition #: 75704 The Role at a Glance
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 MoneyGuard 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. Reviewingand processingmarketing materials to be sent through our internal marketing system or mail merge emails. Reviewingdaily workflow, enteringinformation into databases and completingother routine and increasingly more non-routine tasks and responsibilities. Coordinating routine Roadshow, Lunch and Learn meetings, and routine virtual meetings for specified groups of wholesalers identified by Divisional Sales Managers. Supportingthe personalized sales campaigns developed by participating wholesalers. Supportingthe routine meeting series which includes budgets, venue selection, registration, compliance, and execution. Providinga diverse range of information and performinga diverse range of tasks/transactions related to common programs and services. Providingconsultative support and partneringwith 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 buildingrelationships with wholesalers and other stakeholders as needed through active communication, and achievement of quality service for partners. Extracting contact data from Salesforce to build targeted distribution lists that support wholesaler outreach and engagement strategies. Developing monthly marketing campaign performance reports for Sales Managers that provide strategic decision-making insights. What we\'re looking for
Must-have experience (required): High School Diploma 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 What\u2019s it like to work here?
At Lincoln Financial, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future. What\u2019s in it for you: Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values andleadership attributes
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
The pay range for this position is$23.13 - $31.93with
anticipated pay for new hires between the minimum and midpoint of the range
and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln’s total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln’s standard benefits package. About The Company
Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services. With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach. Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice. Lincoln is committed to creating an inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Follow us on Facebook, X, LinkedIn, Instagram, and YouTube.For the latest company news, visit our newsroom. Be Aware of Fraudulent Recruiting Activities If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters. Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Please contact Lincoln\'s fraud team at fraudhotline@lfg.com if you encounter a recruiter or see a job opportunity that seems suspicious.
#J-18808-Ljbffr