Sales Platform Enablement Lead Consultant

Lincoln Financial; Radnor (Delaware County); On-site; USD 107,000 - 171,000; Full time

Benefits offered by this job

PTO/Parental leave

401K benefits

Financial counseling

Tuition assistance

Flexible work arrangements

Leadership training

Job summary

Lincoln Financial is seeking a Sales Platform Enablement Lead Consultant to train and educate internal and external partners on financial planning and digital tools in the financial services industry.

The role requires leadership across business areas to direct, develop, prioritize, and rollout complex concepts that drive sales and strategic objectives while working remotely within the US. A 5+ year background in financial services sales and knowledge of planning tools is essential.

Qualifications

• 5+ years of experience in financial services sales and/or marketing with a focus on annuities, retirement plans, long-term care, and/or life insurance.
• 1-3+ years of experience/knowledge of financial planning and/or digital tools platforms.
• Experience with iCapital, MoneyGuide, eMoney, or similar tools.
• FINRA Series 6 or 7 License - obtained within 90 days of hire.
• Life, Health, and Variable Annuity license - obtained within 90 days of hire.
• 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's).
• Technical knowledge of annuities, life insurance, long-term care, and retirement plans.
• Strong problem-solving and critical thinking skills, identifying the appropriate resources and tools to drive solutions.
• Effective verbal and written communication skills.
• Ability to adapt quickly in a changing work environment.

Responsibilities

• Collaborates with Marketing to provide solutions to the development of sales and marketing campaigns supporting sales concepts for all distribution channels.
• Maintains productive relationships with internal partners, external sales management, and customers in order to significantly capture sales and market share.
• Creates complex narratives & models to support sales concept deliverables.
• Creates, implements, and facilitates training on financial planning and digital tools concepts.
• Acts as a subject matter expert for advisors and key stakeholders to provide value-added strategies to increase client business.
• Provides training to Lincoln producers & wholesalers to promote Lincoln’s product strategy as well as the financial advantages of Lincoln product over industry competitors.
• Works with our partners on the Market Insights & Relationship Management teams to determine which digital platforms we will/will not gain access to, then determine which Lincoln wholesalers should gain access and/or training.

Skills

Financial services sales

Marketing collaboration

Verbal & written communication

Adaptability

Education

Bachelor's degree

Tools

iCapital

MoneyGuide

eMoney

Job description

Alternate Locations:

Work from Home; US All Regions

Work Arrangement:

Remote : Work at home employee residing outside of a commutable distance to an office location.

Relocation assistance:

is not available for this opportunity.

Requisition #:

76570

The Role at a Glance

The Sales Platform Enablement Lead Consultant will provide training & education to Lincoln’s internal & external business partners relative to the various financial planning and digital tools available in the financial services industry. They will act as a strategic leader and will work across key business areas to direct, develop, prioritize, and roll-out complex concepts to generate sales and achieve strategic objectives.

What You'll Be Doing

• Collaborates with Marketing to provide solutions to the development of sales and marketing campaigns supporting sales concepts for all distribution channels.
• Maintains productive relationships with internal partners, external sales management, and customers in order to significantly capture sales and market share.
• Creates complex narratives & models to support sales concept deliverables.
• Creates, implements, and facilitates training on financial planning and digital tools concepts.
• Acts as a subject matter expert for advisors and key stakeholders to provide value-added strategies to increase client business.
• Provides training to Lincoln producers & wholesalers to promote Lincoln’s product strategy as well as the financial advantages of Lincoln product over industry competitors.
• Works with our partners on the Market Insights & Relationship Management teams to determine which digital platforms we will/will not gain access to, then determine which Lincoln wholesalers should gain access and/or training.

What We’re Looking For

Must-Haves

• 5+ Years of experience in financial services sales and/or marketing with a focus on annuities, retirement plans, long term care, and/or life insurance that directly aligns with specific responsibilities for this role
• 1 - 3+ Years of experience/knowledge of financial planning and/or digital tools platforms
• Experience with iCapital, MoneyGuide, eMoney, or similar tools
• FINRA Series 6 or 7 License - obtained within 90 days of hire
• Life, Health, and Variable Annuity license - obtained within 90 days of hire
• 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's)
• Technical knowledge of annuities, life insurance, long-term care, and retirement plans
• Strong problem-solving and critical thinking skills, identifying the appropriate resources and tools to drive solutions
• Effective verbal and written communication skills
• Ability to adapt quickly in a changing work environment

Travel Requirements

Travel Type: National Domestic

Travel Amount: up to 30%

Application Deadline

Applications for this position will be accepted through September 17, 2026, subject to earlier closure due to applicant volume.

What’s it like to work here?

At Lincoln Financial, 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 of Lincoln's core values and leadership attributes
• 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
• Work arrangements that work for you
• Effective productivity/technology tools and training

The pay range for this position is $106,875 - $171,000 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 (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services.

With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach.

Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice.

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.

Follow us on Facebook, X, LinkedIn, Instagram, and YouTube. For the latest company news, visit our newsroom.

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 are considered property of Lincoln Financial and are not subject to payment of agency fees.

Lincoln Financial ("Lincoln" or "the Company") 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, age, national origin or disability. Opportunities throughout Lincoln are available to employees and 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 [phone].

This Employer Participates in E-Verify. See the E-Verify notices.

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