Lincoln Financial · 2 hours ago
Associate Sales Rep, Group Protection (New York)
Lincoln Financial is a company that helps people confidently plan for their financial futures. They are seeking an Associate Sales Representative to join their Group Protection Distribution Team, where the primary responsibility is to support senior sales representatives and manage client relationships to drive sales success.
AdviceFinanceFinancial ServicesInsurance
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
Qualification
Required
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)
Preferred
Sales experience (1-3 years)
Group insurance background
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
Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future.
Funding
Current Stage
Public CompanyTotal Funding
$825MKey Investors
Bain Capital
2025-04-09Post Ipo Equity· $825M
1985-04-26IPO
Leadership Team
Recent News
GlobalFinTechSeries
2025-12-05
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