Marketing Territory Business Coordinator

Lincoln Financial; Town of Hartford (WI); Ibrido; USD 47.000 - 63.000; Tempo pieno

Vantaggi offerti da questo lavoro

PTO/Parental leave

401K and benefits

Health coaching and EAP

Tuition assistance

Remote/hybrid flexibility

Descrizione del lavoro

Lincoln Financial Group is seeking a Territory Business Coordinator to provide routine and non-routine operations and sales support within the Life External Wholesalers program. The role emphasizes compliance, coordination of meetings, and marketing material processing in a hybrid work environment.

The candidate will collaborate with wholesalers, manage data in Salesforce, and develop marketing performance reports, while maintaining strong communication and organizational skills to drive results.

Competenze

• High School diploma or GED required.
• 1–2 years in administrative or customer service roles.
• Strong written and verbal communication skills.
• Excellent organizational skills and ability to multitask.

Mansioni

• Reviewing wholesaler emails and ensuring compliance disclosures.
• Process marketing materials via internal systems or mail merge.
• Log daily workflow and complete routine and non-routine tasks.
• Coordinate Roadshow, Lunch and Learn, and virtual meetings for wholesalers.
• Support personalized sales campaigns and routine meetings, including budgets and venue selection.
• Provide information and perform transactions related to programs and services.
• Offer consultative support to wholesalers while ensuring regulatory compliance.
• Build relationships with wholesalers and stakeholders through proactive communication.
• Extract contact data from Salesforce to build targeted outreach lists.
• Develop monthly marketing campaign performance reports for Sales Managers.

Conoscenze

High School diploma

Administrative experience

Customer service

Written and verbal communication

Formazione

High School or GED

Descrizione del lavoro

Alternate Locations: Hartford, CT (Connecticut)

Work Arrangement:

Hybrid Preferred : Preferred employee will work 3 days a week in a Lincoln office

Relocation assistance: is not available for this opportunity.

Requisition #: 75088

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 Life 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.
• Reviewing and processing marketing materials to be sent through our internal marketing system or mail merge emails.
• Reviewing daily workflow, entering information into databases and completing other routine and increasingly more non-routine tasks and responsibilities.
• Coordinating routine Roadshow and Lunch and Learn meetings and routine virtual meetings for specified groups of wholesalers identified by Divisional Sales Managers.
• Supporting the personalized sales campaigns developed by participating wholesalers.
• Supporting the routine meeting series which includes budgets, venue selection, registration, compliance, and execution.
• Providing a diverse range of information and performing a diverse range of tasks/transactions related to common programs and services.
• Providing consultative support and partnering with 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 building relationships 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 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

Application Deadline

Applications for this position will be accepted through October 10, 2025, 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.

EX:OUT

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
• 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 $22.59 – $30.12 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 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.

Any unsolicited resumes/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 notices.

Este Empleador Participa en E‑Verify. Ver el E‑Verify avisos.