Sales Coordinator Specialist (Northeast)
Date: Dec 16, 2024
Primary Location: Boston, MA, US
Company: Lincoln Financial
Alternate Locations: Boston, MA (Massachusetts); Columbia, MD (Maryland); Philadelphia, PA (Pennsylvania); Washington, DC (District of Columbia)
Work Arrangement:
Hybrid/Common Days+ : Work 2-3 days a week in a Lincoln office with a designated workspace.
Relocation assistance: is not available for this opportunity.
Requisition #: 74039
The Role at a Glance
We are excited to bring on a Sales Coordinator Specialist to join our Group Protection Distribution Team supporting Workplace Solutions in our Washington, DC; Boston, MA; Philadelphia, PA or Columbia, MD sales office.
Background Details
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 Coordinator for Group Benefits, you will be responsible building and maintaining business relationships with sales representatives and brokers to provide request for proposals (RFPs) for both sold and potential cases. You will work with Underwriting and the Sales team within your assigned territory to provide accurate, time sensitive information as requested. 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
- You will gather, evaluate and assess information to complete request for proposals (RFPs), potential clients and sold cases for groups by 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 capitalize on growth through inforce block maintenance by targeting specific growth opportunities and influencing persistency within the inforce block in the regional segment.
- 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 champion process improvements and organizational initiatives to positively influence the team and quality.
What we’re looking for
Must-have experience (Required):
- High School Diploma or GED
- 1 - 3+ Years’ experience in a sales environment, with preference to general insurance background
- Resident State Life & Health Certifications upon hire
- Ability to build and maintain strong relationships
- Ability to communicate effectively (verbal/written)
- Strong organizational skills
- 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.
Travel Requirements
- Up to 25%
Application Deadline
Applications for this position will be accepted through Friday, January 3rd, subject to earlier closure due to applicant volume.
What’s it like to work here?
At Lincoln Financial Group, 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:
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Clearly defined career tracks and job levels, along with associated behaviors for each Lincoln leadership Attribute.
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Leadership development and virtual training opportunities
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PTO/parental leave
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Free financial counseling, health coaching and employee assistance program
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Tuition assistance program
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A leadership team that prioritizes your health and well-being; offering a remote work environment and flexible work hybrid situations
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Effective productivity/technology tools and training
The pay range for this position is $53,500 - $96,300 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.
About The Company
Lincoln Financial Group helps people to plan, protect and retire with confidence. As of Dec. 31, 2023, approximately 17 million customers trust our guidance and solutions across four core businesses – annuities, life insurance, group protection and retirement plan services. As of December 31, 2023, the company had $295 billion in end-of-period account balances, net of reinsurance. Headquartered in Radnor, Pa., Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. Learn more at LincolnFinancial.com.
Lincoln is committed to creating a diverse and 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.
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Be Aware of Fraudulent Recruiting Activities
If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.
Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Please contact Lincoln's fraud team at fraudhotline@lfg.com if you encounter a recruiter or see a job opportunity that seems suspicious.
Additional Information
This position may be subject to Lincoln’s 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 Lincoln’s current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.
Any unsolicited resumes or 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, Veteran 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: Boston
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