Alternate Locations: Charlotte, NC (North Carolina)
Work Arrangement:Hybrid : Employee will work 3 days a week in a Lincoln office
Relocation assistance: will be considered/provided for this opportunity within our company guidelines.
Requisition #: 76380
The Role at a GlanceWe are excited to bring on an Associate Sales Representative to join our Group Protection Distribution Team supporting Workplace Solutions in the Charlotte, NC office.
Background Details
The Group Protection Distribution Team will help you with your continued growth in your career in Group Benefits Sales, providing you with coaching and development to perform in this fast-paced environment. A core responsibility of this role involves supporting senior sales representatives by handling initial inquiries, contributing to renewal activities, and coordinating with brokers and internal partners to ensure smooth and accurate movement of cases through the sales process.
As an Associate Sales Representative for Group Benefits, you will also be responsible for building and maintaining business relationships to drive sales success within your assigned territory and the U300 market segment. You will develop and execute basic sales plans with brokers and clients to increase revenue and expand market share. This opportunity will provide the ability to grow within the group insurance industry while gaining new skills and building strong working relationships. If this sounds like a role for you, please read on!
What you'll be doing- 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.
What we're looking forMust-have experience (Required):
- 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)
Nice-to have Experience (Preferred):
- Sales experience (1-3 years)
- Group insurance background
Travel Requirements
Application DeadlineWhat's in it for you:- 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
anticipated pay for new hires between the minimum and midpoint of the range and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln's total rewards package for employees. In addition, 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.
