Lincoln Financial is looking for a Senior Account Manager, Relationship Management to drive strategic business growth and client retention across our annuity, life insurance, and long-term care product lines. You will develop deep relationships within the wire and bank channels to expand our market presence and deliver an outstanding client experience.
What You'll Do
- Develop and execute strategic business plans to drive sales growth, market expansion, and client retention within assigned firms.
- Build and maintain strong relationships with senior leaders and key decision-makers to ensure high client satisfaction and long-term partnership.
- Serve as a subject matter expert on LFG products, services, and operations, providing consultative guidance to internal and external stakeholders.
- Lead complex client relationship strategies to address service needs, resolve escalated issues, and support profitability and product breadth growth.
- Identify at-risk clients and implement retention strategies to strengthen engagement and protect existing business.
- Profile assigned territories to identify opportunities, cultivate new relationships, and introduce appropriate LFG resources.
- Participate in industry organizations and events to enhance LFG visibility and leverage sponsorship or speaking opportunities.
- Collaborate with internal teams to ensure seamless processing of sold products and share intelligence for business planning.
- Conduct client meetings and finalist presentations to support sales targets and business growth objectives.
- Maintain responsibility for budget adherence, regulatory compliance, and representing LFG with professionalism and integrity.
- Monitor industry trends and partner with leadership to incorporate new developments into future strategies.
What We're Looking For
- 3-5 years of experience in relationship management directly aligned with this role's responsibilities.
- Bachelor's degree or equivalent work experience.
- FINRA Series SIE, 6, 63, and Life & Health licenses.
- Analytical skills and close attention to detail.
- Effective verbal and written communication skills.
- Ability to adapt quickly in a changing work environment.
Benefits & Compensation
- Compensation range: $94,500 - $250,000.
- Clearly defined career tracks and job levels.
- Leadership development and virtual training opportunities.
- PTO and 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.
Work Mode
This is a remote position open to candidates working from home or based in Radnor, PA, or the wider US Northeast.
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.
