Lincoln Financial is a company that helps people plan for their financial futures with various products including group protection. They are seeking a Sales Assistant to join their Group Protection Distribution Team, where the role involves supporting Sales Representatives with RFP management and ensuring effective communication with brokers and internal teams.
Responsibilities
- You will gather, evaluate and assess information to complete request for proposals (RFPs), potential clients and sold cases partnering directly with your Sales Rep, Underwriter, and broker
- You will influence market growth with RFP accuracy and exceptional sold case submissions by being knowledgeable and thorough with daily activities
- You will coordinate and perform pre and post sale activities in partnership with marketing, underwriting, IT , billing, compliance and legal. In addition, you will support benefit fair activities, including creating benefit summaries and plan grids tailored to clients specific plan and design rates
- You will build trusting relationships with our internal and external partners to maintain a valuable marketplace presence and uphold our commitment to the customer
- You will identify, recommend and champions process improvements and organizational initiatives to positively influence the team and quality
Skills
- 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's)
- 0 - 1+ Years' experience in a sales environment with general insurance background
- Ability to communicate effectively (verbal/written)
- Proven ability to work effectively within a team and build positive relationships
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
- Ability to work in a fast-paced environment with the ability to adapt as needed
- Ability to maneuver through multiple systems
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
Company Overview
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