Lincoln Financial

Associate Sales Rep, Group Protection

Lincoln Financial

full-time

Posted on:

Location Type: Hybrid

Location: New York CityNew YorkUnited States

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Salary

💰 $90,000 - $125,000 per year

About the role

  • 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.

Requirements

  • 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)
Benefits
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Applicant Tracking System Keywords

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

Hard Skills & Tools
sales planningsales reportingcustomer profilingquota management
Soft Skills
effective communicationrelationship buildingcollaborationcustomer centricityprofessional demeanor