Sales Assistant, Group Protection

Sales Assistant, Group Protection

We are excited to bring on a Sales Assistant to join our Group Protection Distribution Team supporting Workplace Solutions. The ideal candidate will be located within a commutable distance to one of our key city offices and work in a hybrid environment. These locations include Baltimore, MD; Charlotte, NC; West Palm Beach, FL; Houston, TX; Dallas, TX; Seattle, WA; Detroit, MI; and Chicago, IL. Candidates outside a commutable distance would work in a fully remote capacity.

The Group Protection Distribution Team will help you grow your group benefits knowledge and establish strong partnerships (internally/externally) while working in this fast-paced environment. As a Sales Assistant for Group Benefits, you will play a critical role in supporting Sales Representatives with Request for Proposal (RFP) management and ensuring a seamless Sold Case handoff. This position is accountable for maintaining accuracy, facilitating clear and timely communication with brokers, and partnering effectively with internal teams. This is an exciting opportunity to contribute to a newly defined role and help shape evolving processes as we continue to enhance technology, drive growth, and deliver an exceptional experience for our customers with Lincoln.

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.

Must-have experience (Required): 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)

Nice-to-have Experience (Preferred): Ability to work in a fast-paced environment with the ability to adapt as needed. Ability to maneuver through multiple systems.

At Lincoln Financial, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.

What'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

The pay range for this position is $44,800 - $81,400 with 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.

Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services. With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach.

Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice.

Lincoln is committed to creating an inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.