Hybrid Associate Sales Rep, Group Protection

Posted 3 weeks ago

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About the role

  • Associate Sales Representative supporting Workplace Solutions in Houston for Lincoln Financial Group. Manage requests, build relationships, and help increase sales success in group benefits.

Responsibilities

  • 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

  • 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

Job title

Associate Sales Rep, Group Protection

Job type

Experience level

JuniorMid level

Salary

$90,000 - $125,000 per year

Degree requirement

Bachelor's Degree

Location requirements

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