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Wholesaler Marketing Assistant
Lincoln Financial Group
Radnor, PA US
Accounting & Finance
Wholesaler Marketing Assistant
Requisition Number 12-0132 Post Date 12/27/2012 Title Wholesaler Marketing Assistant City Radnor State PA Description About The Company Lincoln Financial Group is a Fortune 500 company offering a diverse range of financial services and solutions. With a strong focus on four core business areas - life insurance, annuities, retirement plan services, and group protection - our business is built around supporting, preserving, and enhancing our customer''s lifestyles and providing better retirement outcomes. Led by over 8,000 employees, Lincoln Financial provides the tools and advice to help individuals take charge of their futures. The Role As a Wholesaler Marketing Assistant, you will be responsible forsupporting external wholesalers with the planning, coordination and administration of product road shows and lunch and learn meetings with financial advisors in strategic partner broker/dealer firms. Responsibilities Administration * Coordinate all road show and lunch & learn meetings for specified groups of wholesalers. * Manage the meeting series including: budgets, venue selection, registration, compliance and execution. * Communicate with wholesalers, conference/event planning, and marketing staff to ensure all wholesalers'' needs are met. * Ensure all client regulatory requirements for meetings are met. Sales and Service * Conduct proactive phone calls to financial advisors to drive attendance at meetings. * Conduct all pre and post meeting activities as outlined by wholesalers and management. Requirements Education * High School Diploma or equivalent Experience * 0-1+ years of experience in a role that directly aligns with the specific responsibilities for this position * Educational experience and/or proficiency in Sales, Customer Service, Financial Services * A demonstrated track record of consistently meeting and/or exceeding performance expectations * Possesses a bias for action and avoids workplace distractions * Drives performance targets to completion 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, veterans status, or genetic information. Opportunities throughout LFG are available to employees and applicants and are evaluated on the basis of job qualifications. We have a drug free work environment and we perform pre-employment substance abuse testing.