Associate Sales Rep, Group Protection (New York)

Lincoln Financial is a company that helps people confidently plan for their future. They are seeking an Associate Sales Representative to join their Group Protection Distribution Team, where the primary responsibilities include supporting senior sales representatives and building business relationships to drive sales success.

Responsibilities

• Support senior sales representatives by managing triage requests, assisting with renewals, coordinating with brokers and internal teams, and ensuring accurate processing from sale to issuance
• Build and maintain broker and client relationships to support sales growth, enrollments/renewals, and increase awareness of Lincoln Financial Group’s products and services
• Develop and execute basic sales plans, including profiling brokers/customers, identifying growth opportunities, meeting or exceeding sales goals, quotas, and reporting requirements
• Collaborate with internal teams to improve processes, align proposals and marketing materials, and maintain accurate sales reporting
• You will build and maintain business relationships through effective communication via email, phone, and in person with internal/external stakeholders in a customer centric and professional demeanor

Skills

• 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's)
• 0 - 1+ Years of experience in intermediary sales that directly aligns with the specific responsibilities for this position
• Ability to communicate effectively (verbal/written)
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
• Sales experience (1-3 years)
• Group insurance background

Benefits

• 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 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

Company Overview