Sales Assistant, Group Protection jobs in United States
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Lincoln Financial · 2 days ago

Sales Assistant, Group Protection

positionRadnor, PA, US
timeFull-time
remoteHybrid
seniorityNew Grad, Entry Level
money$45K/yr - $81K/yr
date0+ years exp

Lincoln Financial is a company focused on helping people confidently plan for their future. They are seeking a Sales Assistant to support the Group Protection Distribution Team by managing Request for Proposals (RFPs) and ensuring effective communication with brokers and internal teams.

AdviceFinanceFinancial ServicesInsurance

Responsibilities

You will gather, evaluate and assess information to complete request for proposals (RFPs), potential clients and sold cases 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 coordinate and perform pre and post sale activities in partnership with marketing, underwriting, IT, billing, compliance and legal. In addition, you will support benefit fair activities, including creating benefit summaries and plan grids tailored to clients specific plan and design rates
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 champions process improvements and organizational initiatives to positively influence the team and quality

Qualification

Sales experienceRFP managementMicrosoft Office SuiteInsurance backgroundProcess improvementEffective communicationTeam collaborationAdaptability

Required

4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's)
0 - 1+ Years' experience in a sales environment with general insurance background
Ability to communicate effectively (verbal/written)
Proven ability to work effectively within a team and build positive relationships
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)

Preferred

Ability to work in a fast-paced environment with the ability to adapt as needed
Ability to maneuver through multiple systems

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

Company

Lincoln Financial

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Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future.
dateFounded in 1905
location
Radnor, Pennsylvania, USA
people-size10001+ employees
web-link
https://www.lincolnfinancial.com/

Funding

Current Stage
Public Company
Total Funding
$825M
Key Investors
Bain Capital
2025-04-09Post Ipo Equity· $825M
1985-04-26IPO

Leadership Team

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Ellen Cooper
Chairman, President and Chief Executive Officer
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Christopher Neczypor
Chief Financial Officer
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Recent News

Business Wire
Lincoln Financial Serves as First-Ever Game Break Sponsor for Women’s Sports Desk on FOX Sports’ Women’s College Hoops Coverage
2025-12-18
GlobalFinTechSeries
Lincoln Financial Appoints Nilanjan (Neel) Adhya as EVP, Chief AI, Data and Analytics Officer
2025-12-05
PR Newswire
Variable life Insurance Market to Reach $67.5 billion in 2024 in the short term and $149.7 billion by 2034 Globally, at 8.1% CAGR: Allied Market Research
2025-11-25
Company data provided by crunchbase