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Lincoln Financial

Insurance, retirement, and financial services provider

Senior Sales Representative - Group Benefits

Insurance Sales & AgencyUpdated on Nov 14
Full-time

About the Job

Requirements

  • A four-year or Bachelor's degree, or equivalent work experience; four years of experience may substitute for a Bachelor's degree.
  • At least one year of intermediary sales experience directly aligned with the position's responsibilities.
  • A background in group insurance.
  • Ability to communicate effectively verbally and in writing.
  • Proficiency in Microsoft Office Suite, including Word, Excel, PowerPoint, and Outlook.
  • A license is required upon hire.

Responsibilities

  • Own and grow the assigned territory by developing and executing strategic sales plans that drive revenue, market share, and new business opportunities across assigned advisors, brokers, firms, and clients.
  • Build relationships with key partners and accounts, using market and production insights to identify opportunities, strengthen retention, and expand business.
  • Lead the sales process from prospecting and product education through negotiation, implementation, and follow-up, helping ensure a seamless experience from sale to issuance.
  • Provide product expertise, training, and consultative guidance while helping clients navigate complex product, service, and process needs.
  • Partner across the organization to develop proposals, sales strategies, tools, and solutions tailored to the needs of the territory and clients.
  • Monitor competitive activity, intermediary needs, and emerging trends, and share insights that help shape sales strategies and solutions.
  • Identify opportunities to streamline processes, improve quality, and enhance the client and partner experience.
  • Maintain sales discipline, manage territory activity and expenses, and share knowledge with less experienced team members.
  • Work directly with groups with 2,000–5,000 lives in the assigned territory and work with advisors, registered representatives, brokers, plan sponsors, and participants to increase sales revenue and market share in ancillary products.
  • Travel up to 50%.

Desired Qualifications

  • Sales experience of one to three years is preferred.

About the Company

Lincoln Financial

Insurance, retirement, and financial services provider

Lincoln Financial Group offers life insurance, annuities, and retirement income products through its network of affiliated companies, and also provides securities and investment advisory services via affiliated broker-dealers. Its products combine insurance coverage or retirement-focused contracts with investment options, where customers fund premiums, choose subaccounts or riders, and receive benefits such as death benefits, living benefits, or guaranteed income in retirement. The company differentiates itself with a family of affiliated brands and distributors that coordinate life, annuity, and advisory products under one umbrella. Its goal is to help individuals and families protect loved ones, plan for retirement, and achieve financial security through integrated protection and investment solutions.

Company size
Not listed
Company stage
Not listed
Total funding
$128.8M
Headquarters
Radnor Township, Pennsylvania
Founded
1905

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