Lincoln Financial Distributors, the wholesale distribution subsidiary of Lincoln Financial Group, recently hired Jacqueline O'Connor as a Relationship Manager for the Institutional Retirement Solutions Distribution (IRSD) consultant channel. The IRSD channel focuses on institutional plans and services designed for the defined contribution market.
O'Connor will concentrate on supporting Lincoln's field sales teams on the West Coast through strategic planning, relationship development and research. She reports to Marcela Curry, head of consultant relations for IRSD.
Lincoln's IRSD consultant channel is composed of five professionals including, four externals and one internal, supporting IRSD Directors nationwide.
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O'Connor has more than 16 years experience in sales, with a specialization in defined contributions and financial services. From 2002 to 2011 she served in a variety of sales positions with two units of AEGON Companies; from 2009 to 2011, she was a relationship manager, and from 2008 to 2009, she was contracted as a client development consultant with Transamerica Retirement Management, Inc. From 2002 to 2008, O'Connor served as a sales consultant with Diversified Investment Advisors.
She also served in a variety of roles with Mass Mutual Retirement Services from 1999 to 2002, including director of institutional sales, a senior sales consultant, and a financial consultant/retirement planner. In 1998 she was an assistant contract officer with New England Financial, and from 1996 to 1998 she was a financial advisor with American Express Financial Advisors. O'Connor began her career in 1994 as a client services analyst with Mass Mutual.
O'Connor earned a master of science degree in financial planning in 2007 from Golden Gate University, San Francisco. She received a bachelor of arts degree in political science, in 1994, from the University of Massachusetts, Amherst.
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