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.
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.

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)

Associate Sales Rep, Group Protection

Key skills