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Lincoln Financial · 5 hours ago

Sales Quality Assurance Representative - Retirement

Radnor, PA

Full-time

Hybrid

New Grad, Entry Level

$19.52/hr - $26.03/hr

Lincoln Financial is a company that helps people confidently plan for their financial future through various products and services. The Sales Quality Assurance Representative will support the Small Market Retirement Plan Services sales teams, focusing on obtaining necessary licenses and providing sales support and relationship management to internal and external stakeholders.

AdviceFinanceFinancial ServicesInsurance

Responsibilities

Supporting internal wholesalers for client prospecting using Judy Diamond/Brightscope

Fielding inbound broker/ dealer calls and answers questions on retirement products

Generating retirement proposals for internal wholesalers and completing New Business Paperwork using DocuSign

Developing and maintaining an understanding of the Retirement Plan products, services, and operational structure to enhance ability to identify and target sales growth opportunities

Providing product and illustration sales support on Lincoln’s products & services (including sales support tools, marketing ideas, etc.) to assigned Advisors, Registered Representatives, Brokers and/or Plan Sponsor/Participants

Developing relationships with internal stakeholders including External Wholesalers, Product Manufacturing, Implementation, Licensing, and Customer Service to make sure that business standards and expectations are met

Building and maintaining business relationships through effective communication via email, phone and in person with internal/external stakeholders in a customer centric and professional demeanor

Identifying, recommending, and championing process improvements and organizational initiatives to positively influence the team and quality

Qualification

FINRA SIE LicenseFINRA Series 6 LicenseFINRA Series 63 LicenseResident Life & Health insurance licensesSales experienceCustomer Service experienceRelationship managementCommunication skills