National Account Executive - Group Benefits

March 11

🏄 California – Remote

Although this job is listed in California, this company may be open to hiring remote in other states.

💵 $180k - $270k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🧑‍💼 Account Executive

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Lincoln Financial

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Lincoln Financial is an organization dedicated to protecting the privacy and security of its job applicants. It actively informs candidates about potential recruitment scams and outlines its robust hiring procedures, making clear that they do not request sensitive personal information during the application process. The company offers a diverse range of career opportunities across various fields including actuarial, finance, legal, and customer service, and is committed to maintaining equal employment opportunities.

Retirement Solutions • Life and Annuities • Group Protection

10,000+ employees

Founded 1905

💸 Finance

👥 HR Tech

📋 Description

• Build effective working relationships with internal stakeholders, customers, buyers, Benefit Managers, key executives and brokers/consultants to facilitate the sale of new products to the client or additional participation on employee paid coverages while also ensuring the retention of existing business. • Develop, implement and maintain a business plan and client relationships plan to achieve sales, growth and profitability, retention and market share goals for Lincoln’s Workplace Solutions while ensuring overall service needs are satisfied. • Manage and be accountable for renewal/financial strategy on assigned accounts by presenting the renewals to the customer and managing the strategy/process when account team presentation is involved. • Provide consultative account management services to assigned national clients, providing continual education and counseling to clients on their benefit plans, manage the delivery of services to customer and consistently demonstrate value of these services. • Develop comprehensive understanding of existing/targeted clients including market segments, how they operate, and/or their value propositions. • Assist large and/or National Accounts Sales Representatives with sales presentations as needed.

🎯 Requirements

• 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) • 5+ Years of experience in group benefits that directly aligns with the specific responsibilities for this opportunity. • Group benefit product knowledge (Life, Dental, Disability, Worksite, Supplemental Health etc.) as well as process knowledge such as underwriting, etc. • A demonstrated track record of consistently meeting and/or exceeding performance expectations. • Ability to drive performance targets to completion. • Ability to explain complex processes and procedures. • Exceptional communication skills – written, verbal and presentation.

🏖️ Benefits

• 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