Job Description

Alternate Locations: Dallas, TX (Texas)

Relocation assistance is not available for this opportunity.

Level: S1

Requisition 65367

About the Company

Lincoln Financial Group, a Fortune 250 company with over 10,000 employees, provides advice and solutions that help empower Americans to take charge of their financial lives with confidence. Our core business areas Life Insurance, Annuities, Retirement Plan Services and Group Protection focus on supporting, preserving and enhancing over 17 million customers lifestyles and retirement outcomes.

Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. The company had $238 billion in assets under management as of December 31, 2018.

Ranked one of the Best Large Employers in America by Forbes magazine, Lincoln Financial Group makes a serious investment in our employees futures through a broad range of wealth accumulation and protection plans, health and wellness programs, and career development resources designed to help each individual reach their personal and professional goals.

General Purpose of the Role

The Sales Representative, Group Benefits builds & maintains business relationships to meet or exceed established sales goals, quotas, or objectives by working with groups with 2-2K lives to sell ancillary products. The Sales Representative will build, maintains & execute basic sales plans with Advisors/Registered Representatives/Brokers/ Plan Sponsors/Participants in their assigned territory which result in an increase in sales revenue & market share within assigned area of responsibility.

Duties & Responsibilities

* Maintains knowledge on current and emerging developments/trends for assigned area(s) of responsibility, assesses the impact, and collaborates with management to incorporate new trends and developments in current and future solutions.
* Develops and maintains an understanding of LFG's products, services and operational structure to enhance ability to identify and target sales growth opportunities for their assigned area(s) of responsibility.
* Conducts business on behalf of the Lincoln Financial Group (LFG) in a manner that supports a positive company image, in compliance with all required rules and regulations and ethical in all considerations.
* Builds and maintains business relationships to meet or exceed established sales goals, quotas, or objectives for their assigned area(s) of responsibility.
* Identifies and communicates to management process improvements that reduce workloads or improve quality for their assigned area(s) of responsibility.
* Collaborates with internal stakeholders to ensure the proper processing of all sold products from time of sale to issuance.
* Develops, maintains & executes basic sales plans to increase sales revenue & market share with assigned Advisors, Registered Representatives Brokers, &/or Plan Sponsor/Participants
* Profiles assigned basic territory & assigned Advisors, Registered Representatives, Brokers &/or Plan Sponsor/Participants o target relationships to build & identify which firms/institutions would be interested in LFG offerings.
* Cultivates, manages, & maintains basic Advisor, Registered Representative, Brokers &/or Plan Sponsor/Participants client relationships within assigned territory.
* Increases/gains awareness of Lincoln's products & services with Advisors, Registered Representatives, Brokers &/or Plan Sponsor/Participants
* Develops & executes basic plans to increase/gain opportunities to introduce Lincolns products/services, management & other resources to targeted Advisors, Registered Representatives, Brokers &/or Plan Sponsor/Participants.
* Builds & maintains effective relationships with assigned Advisors, Registered Representatives, Brokers &/or Plan Sponsor/Participants to ensure a high level of satisfaction & increase revenues.
* Provides information, education, training & advice on companys products & services to assigned Advisors, Registered Representatives, Brokers &/or Plan Sponsor/Participants.
* Conducts site visits to assigned Advisors, Registered Representatives, Brokers &/or Plan Sponsor/Participants to achieve sales targets.
* Provides sales support tools, sales & marketing ideas on Lincolns products/offerings to assigned Advisors, Registered Representatives, Brokers &/or Plan Sponsor/Participants.
* Develops & maintains collaborative relationships with internal stakeholders to achieve sales objectives
* Provides feedback to internal partners on existing & targeted Advisors, Registered Representatives, Brokers &/or Plan Sponsor/Participants.
* Ensures any potential conflicts regarding Lincoln's products/services are resolved.
* Collaborates with internal stakeholders on proposals &/or promotional materials for their assigned area(s) of responsibility.
* Maintains sales call data in appropriate systems &/or completing sales reports.
* Maintains expense budgets to set limits.
* Meets or exceeds all department &/or sales goals/targets for their assigned territory.

Education

* 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) - Minimum Required

Experience

* 0 - 1+ Years of experience in intermediary sales that directly aligns with the specific responsibilities for this position (Required )

Certifications

* Dependent upon Product Being Sold -Upon Hire

This position may be subject to Lincolns Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincolns current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.

Any unsolicited resumes/candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial Group are considered property of Lincoln Financial Group and are not subject to payment of agency fees.

Lincoln Financial Group (LFG) is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, veterans status, or genetic information. Applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling 260-455-2558.

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Nearest Major Market: Dallas
Nearest Secondary Market: Fort Worth
Job Segment: HR, Sales Rep, Compensation, Sales Support, Sales, Human Resources