Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. 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. - Partners with Regional Directors in the San Antonio/Austin and North Carolina metro to service financial advisors and provide retirement solutions for medium and large defined contribution plans up to 15M in assets.-Manages and prospects sales pipeline; identifies new consultants and make proactive calls to prospective plan sponsors and consultants/intermediaries to generate proposals and sales opportunities.-Acts as a liaison between the external sales director and the various internal stakeholders, such as the RFP unit, Investment Strategies Group, Pricing team, and Regional Account Managers.- Works closely with external sales directors to generate request for proposals, assist in preparing for finalist presentation and follow up on any unresolved issues to win new business.

SEI is one of the world’s largest managers of managers, and has used the most up-to-date research to anticipate changing investor needs, and create innovative solutions designed for individual and institutional investors alike. Our outsourced solutions in investments, practice management, technology and administration will save you time and differentiate you from your competition. - Supported Relationship Manager and Managing director in servicing 1,500 active advisors within a six state territory including: Pennsylvania, West Virginia, Delaware, North Carolina, Virginia and Maryland.-Managed pipeline to prospect, qualify and build new business opportunities for the territory pipeline, established and maintained ongoing relationships to increase sales- Performed investment analysis instrumental to the construction of institutional and high net worth client portfolios; created proposals and presentations to aid advisers in closing cases. - Provided strategic and tactical support, product training and client service to aid financial advisers in the conversion of new assets to SEI.

- Responsible for providing investment education and assistance with retirement planning to 401(k), 403(b) and pension plan participants.- Analyzed client needs and assisted with portfolio construction, cost basis calculations, rollovers, RMDs, QDROs and related transactions in accordance with complex IRS regulations.- Cultivated relationships with participants; identified opportunities that resulted in the transfer of over $2 million to new retail investment accounts.