Marketing Territory Business Coordinator
Lincoln Financial Group, Hartford, Connecticut, us, 06112
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Marketing Territory Business Coordinator 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):
What’s 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’s 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
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.
Lincoln Financial ("Lincoln" or "the Company") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex, age, national origin or disability. Opportunities throughout Lincoln are available to employees and applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling 260-455-2558.
This Employer Participates in E-Verify. See the E-Verify notices.
#J-18808-Ljbffr
Marketing Territory Business Coordinator 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):
What’s 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’s 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
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.
Lincoln Financial ("Lincoln" or "the Company") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex, age, national origin or disability. Opportunities throughout Lincoln are available to employees and applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling 260-455-2558.
This Employer Participates in E-Verify. See the E-Verify notices.
#J-18808-Ljbffr