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Marketing Consultant, Firm Filing Coordinator

Alternate Locations: Radnor, PA (Pennsylvania)

 

Work Arrangement:

Hybrid/Common Days+ : Work 2-3 days a week in a Lincoln office with a designated workspace.

 

Relocation assistance:  is not available for this opportunity.

 

Requisition #: 74406

 

The Role at a Glance

 

We’re seeking a Marketing Consultant, Firm Filing Coordinator who is a natural relationship builder and a strong critical thinker that thrives on working collaboratively and independently to drive, record and maintain firm approval of marketing collateral, resulting in broader and more effective distribution of Lincoln products and value add content. S/he will act as a resource to marketing colleagues, business partners and external stakeholder clients and develop and implement efficient and effective processes that ensure effective prioritization, filing and timely approval of resources for their assigned area(s) of responsibility. 

 

What you'll be doing

 

What you'll be doing:

  • Independently build and maintains strong collaborative relationships with key internal and external partners to effectively prioritize and obtain firm approval of marketing collateral aligned to strategic marketing initiatives across all product lines and value add programs. 
  • Work closely with key internal stakeholders to understand business priorities and strategic initiatives and how they align to business goals.
  • Drive cross-business line prioritization of firm filing requests, thereby achieving or maintaining alignment of priorities while adhering to firm-imposed submission limits.
  • Employ strong project management and organizational skills including critical ability to coordinate and balance multiple projects with strict attention to detail in a time-sensitive, deadline-driven environment.
  • Effectively and proactively navigate various firm-specific submission platforms and serves as a firm filing subject matter expert to internal partners.
  • Identify, recommend, develop and implement process and experience improvements that increase efficiency or improve quality for their assigned area(s) of responsibility, including conducting training (as applicable) on firm submission processes.
  • Champion and enhance organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives within assigned area(s) of responsibility.
  • Serve as a resource to team members and applicable internal/external stakeholders on more complex assignments/projects for their assigned area(s) of responsibility.
  • Exercise sound judgment and discretion regarding confidential information.

 

What we’re looking for

 

What we're looking for:

  • 4-year Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) (minimum required)
  • 3-5+ years’ experience in marketing that directly aligns with the specific responsibilities for this position (required)
  • Financial Services experience with understanding of Annuities, Insurance and Retirement Plans highly preferred
  • Strong communication and relationship management skills a must
  • Must be highly organized and able to juggle competing priorities in a time-sensitive environment

 

Travel Requirements:

  • Minimal, may be asked to travel for conferences or company functions.

 

Application Deadline

 

Applications for this position will be accepted through April 25th, 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

  • 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

 

The pay range for this position is $69,000 - $124,600 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 Group helps people to plan, protect and retire with confidence. As of Dec. 31, 2023, approximately 17 million customers trust our guidance and solutions across four core businesses – annuities, life insurance, group protection and retirement plan services. As of December 31, 2023, the company had $295 billion in end-of-period account balances, net of reinsurance. Headquartered in Radnor, Pa., Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. Learn more at LincolnFinancial.com.

 

Lincoln is committed to creating a diverse and 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, and Instagram. For the latest company news, visit our newsroom

 

Be Aware of Fraudulent Recruiting Activities

If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.

Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview.  Please contact Lincoln's fraud team at fraudhotline@lfg.com if you encounter a recruiter or see a job opportunity that seems suspicious.

 

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 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, Veteran status, or genetic information.  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 260-455-2558.

 

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

Este Empleador Participa en E-Verify. Ver el E-Verify avisos. 

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CEO of Lincoln Financial Group
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Average salary estimate

$96800 / YEARLY (est.)
min
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$69000K
$124600K

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Lincoln Financial Group helps people to plan, protect and retire with confidence. As of Dec. 31, 2022, approximately 16 million customers trust our guidance and solutions across four core businesses – annuities, life insurance, group protection an...

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Full-time, hybrid
DATE POSTED
March 29, 2025

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