Business Development Specialist - Annuities; RIA

Alternate Locations: Radnor, PA (Pennsylvania)

Work Arrangement:

Hybrid :
Employee will work 3 days a week in a Lincoln office

Relocation assistance:is not available for this opportunity.

Requisition #:75465

As a Business Development Specialist, you are responsible for making daily calls to your division with the goal of increasing new producers and sales through partnership with your external wholesalers in the division you support.

• Maintaining minimum productivity levels in order to proactively build new relationships in the division and ensure market awareness with new producers on a monthly basis to achieve new producer and divisional sales goals
• Actively developing new relationships and uncovering sales opportunities with new producers
• Managing and working pipeline of prospects to drive activity and increase sales in division
• Working collaboratively with divisional sales managers, external and internal wholesalers to offer prospects valuable solutions and an elevated client experience to drive sales
• Assisting new producers in ensuring all required licenses and producer onboarding is handled seamlessly to help them submit their first case successfully
• Conducting conference calls and webinars with financial professionals to close business
• Coordinating activities and territory management with your external and internal partners to display united partnership and one team Lincoln
• Effectively handing off the client relationship and service tasks in a seamless manner to other LFD sales professionals while assuring the client remains 100% satisfied

• 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's)
• Proven success with proactive outbound sales in financial services industry
• Strong sales, interpersonal, communication, and organizational skills
• Strong annuities background and technical knowledge of the industry
• Motivated individuals that thrive on attaining both business and personal goals
• Examples of business goals include monthly and annual sales goals, activity goals and converting inactive clients, and creating new producers.
• Demonstrated diligence and goal orientation
• Knowledge and expertise leveraging internal CRM -
• Display characteristics tied to Lincoln’s core values and leadership attributes including but not limited to Optimism, Action orientation, Attention to detail, Time and Territory management.

Final date to receive applications

Applications for this position will be accepted through November 21, 2025, subject to earlier closure due to applicant volume.

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.

• 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 $60,000 - $110,000 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…