Alternate Locations: Hartford, CT (Connecticut); Radnor, PA (Pennsylvania)

Work Arrangement:

Hybrid/Common Days+ : Work 2-3 days a week in a Lincoln office with a designated workspace.

Relocation assistance: is not available for this opportunity.

Requisition #: 73599

The Role at a Glance

As a Territory Business Coordinator, you will perform and deliver on routine assignments for your assigned area(s)of responsibility independently in accordance with established procedures/guidelines. In this position, you will be responsible for providing operational, event and marketing support to specifically assigned Life and/or MoneyGuard Sales Channels.

What you'll be doing

• Support proactive channel & territory efforts as needed to execute on channel strategy & business plans, segmentation, and other routine tasks and responsibilities.

• Channel Marketing and Campaign Management and Maintenance

• Execute email marketing campaigns on behalf of wholesalers

• Support all elements of wholesaler marketing campaigns, including Salesforce campaign list updates/creation following established standards, identifying and maintaining contacts, and creating wholesaler specific reports when needed.

• Partner with assigned sales contacts to execute email follow ups

• Contact Management Support, Clean up & Maintenance in Salesforce

• Channel Meeting & Event Follow up

• Manage channel and/or wholesaler in person & virtual events including but not limited to: managing virtual event platforms, recordings/content, securing venues, compliance approvals, invitations, and assisting wholesalers with attendee follow ups.

• Run campaign reports, reconcile attendee lists, research differences, and clean up data in Salesforce as identified

• General Sales & Operations Support, including:

• Managing open system / contact requests submitted by the business, including validating completed items and tracking completion on outstanding requests

• Order gifts and promotional items in support of channel initiatives

• Ad hoc channel and sales initiative support

• Utilize available technology tools to support tasks (Salesforce, Excel, Mail Merge, Digital Marketing Center, Procurement, etc.)

• Meets or exceeds departmental quality and service standards.

• Applies expanded knowledge obtained from the role in increasingly more complex situations and continues to acquire more knowledge to apply in role.

• Proactively builds relationships with channel stakeholders / liaisons as needed through active communication, and achievement of quality service for partners.

• Supports and promotes change management and/or departmental/enterprise initiatives.

• Delivers routine work independently, in accordance with established procedures and guidelines, in a timely manner and meets deadlines appropriately.

• Provides consultative support and partners with stakeholders as needed to provide routine and increasingly more non-routine sales support while maintaining fiscal discipline and adherence to customer and regulatory requirements.

What we’re looking for

Must-haves:

• 2 - 3 Years of overall experience

• High School or GED

• Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).

• Demonstrates excellent written and verbal communication skills.

• Demonstrates the ability to use sound judgment and discretion regarding confidential information.

• Ability to work with others in a team environment; Demonstrates strong interpersonal skills with a collaborative style.

• Demonstrated solid relationship management skills with internal and/or external clients (e.g. management, peers, colleagues, customers, etc.).

• Demonstrates ability to work in a fast-paced environment.

• Demonstrates excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail.

Nice-to-haves:

Previous work experience directly related to position

Application Deadline

Applications for this position will be accepted through September 20, 2024, subject to earlier closure due to applicant volume.

What’s it like to work here?

At Lincoln Financial Group, 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 Lincoln leadership Attribute.

• Leadership development and virtual training opportunities

• PTO/parental leave

• Competitive 401K and employee benefits (https://hrdirectdocs.lfg.com/misc/HR/Recruiting/BenefitsResourcesGuide.pdf)

• Free financial counseling, health coaching and employee assistance program

• Tuition assistance program

• A leadership team that prioritizes your health and well-being; offering a remote work environment and flexible work hybrid situations

• Effective productivity/technology tools and training

The pay range for this position is $22.84 - $28.85 with 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 Group helps people to plan, protect and retire with confidence. As of Dec. 31, 2023, approximately 17 million customers trust our guidance and solutions across four core businesses – annuities, life insurance, group protection and retirement plan services. As of December 31, 2023, the company had $295 billion in end-of-period account balances, net of reinsurance. Headquartered in Radnor, Pa., Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. Learn more at LincolnFinancial.com.

Lincoln is committed to creating a diverse and inclusive (https://www.lfg.com/public/aboutus/companyoverview/diversityinclusion?audience_page_id=1422918942386) 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 (http://www.facebook.com/lincolnfinancialgroup) , X (https://mobile.twitter.com/lincolnfingroup) , LinkedIn (https://www.linkedin.com/company/4307?trkInfo=tas%3Alincoln+financial%2Cidx%3A3-1-3&trk=tyah) , and Instagram (https://www.instagram.com/lincolnfingroup/) . For the latest company news, visit our newsroom (https://www.lincolnfinancial.com/public/aboutus/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.

Additional Information

This position may be subject to Lincoln’s Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln’s current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.

Any unsolicited resumes or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial Group are considered property of Lincoln Financial Group and are not subject to payment of agency fees.

Lincoln Financial Group (“LFG”) 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 (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, Veteran status, or genetic information. 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 (https://www.e-verify.gov) notices.

Este Empleador Participa en E-Verify. Ver el E-Verify (https://www.e-verify.gov/es) avisos.

Lincoln Financial Group ("LFG") 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 (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, veterans status, or genetic information. Opportunities throughout LFG are available to employees and applicants and are evaluated on the basis of job qualifications. We have a drug free work environment and we perform pre-employment substance abuse testing.