Sr. Sales Representative, Group Benefits

Date: Sep 12, 2021

Location: San Francisco, CA, US

Company: Lincoln Financial

Alternate Locations: San Francisco, CA (California); Portland, OR (Oregon); Seattle, WA (Washington)


Work Arrangement: Hybrid/Home


Relocation assistance is not available for this opportunity.


Level: S2 


Requisition #: 65417


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 customer’s 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.


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 if you encounter a recruiter or see a job opportunity that seems suspicious.




General Purpose of the Role

The Senior Sales Representative will build and maintain strong business relationships with key sales clients to meet or exceed established sales goals, quotas, targets or objectives for groups within the 50-2K lives space for ancillary group benefits. The Sr. 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 a strong 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.
  • Develops 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 strong business relationships with key sales clients to meet or exceed established sales goals, quotas, targets or objectives for their assigned area(s) of responsibility.
  • Identifies and recommends 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.
  • Serves as a resource to internal/external stakeholders for their assigned area(s) of responsibility.
  • Develops & executes sales plans to increase sales revenue & market share with assigned Advisors, Registered Representatives &/or Brokers.
  • Profiles assigned territory & assigned Advisors, Registered Representatives and/or Brokers to target relationships to build & identify which firms/institutions would be interested in LFG offerings.
  • Cultivates, manages & maintains Advisor, Registered Representative and/or Broker client relationships within assigned territory.
  • Increases/gains awareness of Lincoln's products & services with Advisors, Registered Representatives and/or Brokers within their assigned territory.
  • Develops & executes plans to increase/gain opportunities to introduce Lincoln's products/services, management & other resources to targeted Advisors, Registered Representatives and/or Brokers
  • Builds & maintains effective long-term relationships with assigned Advisors, Registered Representatives and/or Brokers to ensure a high level of satisfaction & increase revenues.
  • Provides information, education, training & advice on company's products & services to assigned Advisors, Registered Representatives &/or Brokers.
  • Conducts site visits to assigned Advisors, Registered Representatives &/or Brokers to achieve sales targets.
  • Provides sales support tools, sales & marketing ideas on Lincoln's products/offerings to assigned Advisors, Registered Representatives &/or Brokers.
  • Develops & maintains collaborative relationships with internal stakeholders to achieve sales objectives
  • Supports Relationship Management retention efforts & looks for opportunities to cross sell & cross partner with appropriate stakeholders.
  • Provides feedback & intelligence to internal partners on existing & targeted Advisors, Registered Representatives &/or Brokers.
  • 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 and/or sales goals/targets for their assigned territory.


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


  • 1 - 3+ Years experience in intermediary sales that directly aligns with the specific responsibilities for this position (Required )


  • Dependent upon Product Being Sold -Upon Hire


Work Arrangement:

Hybrid/Home : Employees will work from home generally three days each week and come into a Lincoln office on a schedule their manager will help set, following any applicable in-office training period determined by their manager. 



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/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.




Nearest Major Market: San Francisco
Nearest Secondary Market: Oakland

Job Segment: HR, Banking, Bank, Sales Rep, Sales, Human Resources, Finance