Business Development Specialist - Annuities (RIA)

As a Business Development Specialist, you will be responsible for making daily calls to your division to increase new producers and sales through partnership with external wholesalers. You will maintain minimum productivity levels, develop new relationships, and manage a pipeline of prospects to drive sales in the division.

Requirements

• Maintaining minimum productivity levels in order to proactively build new relationships in the division and ensure market awareness with new producers on a monthly basis to achieve new producer and divisional sales goals
• Actively developing new relationships and uncovering sales opportunities with new producers
• Managing and working pipeline of prospects to drive activity and increase sales in division
• Working collaboratively with divisional sales managers, external and internal wholesalers to offer prospects valuable solutions and an elevated client experience to drive sales
• Assisting new producers in ensuring all required licenses and producer onboarding is handled seamlessly to help them submit their first case successfully
• Conducting conference calls and webinars with financial professionals to close business
• Coordinating activities and territory management with your external and internal partners to display united partnership and one team Lincoln
• Effectively handing off the client relationship and service tasks in a seamless manner to other LFD sales professionals while assuring the client remains 100% satisfied

Benefits

• PTO/parental leave
• Competitive 401K and employee benefits
• Free financial counseling, health coaching and employee assistance program
• Tuition assistance program