Relationship Management Consultant, Local Market Account Management

Lincoln Financial Group; New York (NY); On-site; USD 69,000 - 125,000; Full time

Job summary

Lincoln Financial Group is seeking a dedicated professional to manage relationships with brokers and clients, providing education on various financial products and services. The role involves maintaining knowledge of trends and developing strategies for client engagement. The ideal candidate will possess strong communication skills and experience in relationship management, contributing to a dynamic and supportive work environment.

Benefits

Tuition assistance program

PTO / parental leave

Free financial counseling

Health coaching

Qualifications

• 4 years experience in relationship management.
• Ability to manage multiple competing priorities.

Responsibilities

• Maintain knowledge on current and emerging developments.
• Manage blocks of business tied to key brokers.
• Provide education and training on products and services.

Skills

Communication

Relationship Management

Analytical Skills

Education

Bachelor's degree

Tools

Microsoft Office Suite

Job description

• You will maintain knowledge on current and emerging developments / trends for assigned territory and products, assessing impacts, and collaborating with management to incorporate new trends and developments in current and future solutions.
• You will manage blocks of business tied to key brokers who generate a high volume of questions tied to products, services, and capabilities of Lincoln Financial. Partners with internal stakeholders on trends and more complex service needs to ensure proper plan execution and delivery. You will also have the ability to present to internal and external audiences on products, services, service model and capabilities ( finalist presentations).
• You will develop and maintain an understanding of Lincoln’s products (such as life, disability, leave, statutory plans and voluntary benefits such as accident, critical illness, and hospital indemnity), services (Employee Assistance, WellnessPath, Candidly, Perky, and overall Financial Wellness) and operational structure to enhance ability to identify and target sales growth opportunities as well as retain and improve in force clientele and broker relationships.
• You will provide education, information, training, and advice on Lincoln’s products, services, processes and procedures to internal and external partners including Clients, Brokers and / or Plan Sponsor / Participants. You will consult on the advantages of different financial products and services. You will also build strong business and technical acumen to understand downstream impacts to process flows, plan design changes, etc.
• You will build and maintain business relationships through effective communication via email, phone and in person with internal / external stakeholders in a customer centric and professional demeanor. You will develop, maintain, and execute more complex client relationship management plans that ensure clients' overall service needs are satisfied and achieve the business, profitability, and retention objectives.
• You will work through customer issues independently while collaborating with internal stakeholders to resolve issues in a timely manner ensuring resolution and delivery of high-quality customer service.
• You will lead virtual meetings with clients / brokers showcasing our service model, web capabilities and self-service tools.
• You will serve as a mentor to team members and resource to internal / external stakeholders on more complex assignments / projects / escalations for the assigned areas of responsibility.
• You will develop a strong understanding of the Group Protection Enterprise and our partnership with Retirement Planning Services as a member of Workplace Solutions, including Common Clients, general product knowledge, and relationship building.
• You will Identify and recommend process improvements that reduce workloads or improve quality for the assigned areas of responsibility. You will maintain knowledge on current and emerging developments / trends for assigned areas of responsibility, assesses the impact, and collaborates with management to incorporate new trends and developments in current and future solutions.

What we’re looking for

Must-have experience (Required) :

• 4 Year / Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's).
• 3 – 5+ Years experience in relationship management that directly aligns with the specific responsibilities for this position.
• Ability to work with other in a fast paced, team environment.
• Confident, comfortable communicator with strong written and verbal communication skills, with an ability to determine best method of communication back to resolution.
• Ability to manage multiple competing priorities while providing a positive customer experience.
• Ability to partner and work well with other team members and stakeholders in the organization.
• Ability to analyze information and to evaluate the implications of a course of action or solution.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).

Nice-to have Experience (Preferred) :

• Ability to manage difficult conversations and provide consultative support during interactions.
• Strong relationship management skills with internal clients (, management, peers and colleagues); proven ability to develop collaborative approaches.
• Excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail.

Application Deadline

Applications for this position will be accepted through May 23, 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. 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

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$69,000 - $124,600with 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.

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