Lincoln Financial

Sales Assistant – Group Protection

Lincoln Financial

full-time

Posted on:

Location Type: Hybrid

Location: Radnor • Florida • Illinois • United States

Visit company website

Explore more

✨ AI Apply
Apply

Salary

💰 $44,800 - $81,400 per year

Job Level

Junior

About the role

  • 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
  • Influence market growth with RFP accuracy and exceptional sold case submissions by being knowledgeable and thorough with daily activities
  • Coordinate and perform pre and post sale activities in partnership with marketing, underwriting, IT, billing, compliance and legal
  • Support benefit fair activities, including creating benefit summaries and plan grids tailored to clients specific plan and design rates
  • Build trusting relationships with our internal and external partners to maintain a valuable marketplace presence and uphold our commitment to the customer
  • Identify, recommend and champions process improvements and organizational initiatives to positively influence the team and quality

Requirements

  • 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)
Benefits
  • PTO/parental leave
  • Competitive 401K and employee benefits
  • Free financial counseling, health coaching and employee assistance program
  • Tuition assistance program
  • Effective productivity/technology tools and training
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
RFP preparationprocess improvementsales supportbenefit summary creationplan grid design
Soft Skills
effective communicationteam collaborationrelationship buildingorganizational initiative