Sales Representative, Group Benefits

Company: Lincoln Financial
Location: Irvine
Posted on: May 16, 2020

Job Description:

Alternate Locations: Irvine, CA (California); Phoenix, AZ (Arizona); San Diego, CA (California)

Relocation assistance is not available for this opportunity.

Requisition #63840

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.

General Purpose of Job
This position builds and maintains business relationships to meet or exceed established sales goals, quotas, or objectives for his/her assigned area(s) of responsibility. S/he will builds, maintains and execute basic sales plans with Advisors/Registered Representatives/Brokers/ Plan Sponsors/Participants in his/her assigned territory which result in an increase in sales revenue and market share within assigned area of responsibility.Duties and Responsibilities
Builds & maintains effective relationships with assigned Advisors, Registered Representatives, Brokers &/or Plan Sponsor/Participants to ensure a high level of satisfaction & increase revenues.Builds and maintains business relationships to meet or exceed established sales goals, quotas, or objectives for his/her assigned area(s) of responsibility.Collaborates with internal stakeholders on proposals &/or promotional materials for his/her assigned area(s) of responsibility.Collaborates with internal stakeholders to ensure the proper processing of all sold products from time of sale to issuance.Conducts 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.Conducts site visits to assigned Advisors, Registered Representatives, Brokers &/or Plan Sponsor/Participants to achieve sales targets.Cultivates, manages, & maintains basic Advisor, Registered Representative, Brokers &/or Plan Sponsor/Participants client relationships within assigned territory.Develops & executes basic plans to increase/gain opportunities to introduce Lincolns products/services, mgmt & other resources to targeted Advisors, Registered Representatives, Brokers &/or Plan Sponsor/Participants.Develops & maintains collaborative relationships with internal stakeholders to achieve sales objectivesDevelops and maintains an understanding of LFG's products, services and operational structure to enhance ability to identify and target sales growth opportunities for his/her assigned area(s) of responsibility.Develops, maintains & executes basic sales plans to increase sales revenue & market share with assigned Advisors, Registered Representatives Brokers, &/or Plan Sponsor/ParticipantsEnsures any potential conflicts regarding Lincoln's products/services are resolved.Identifies and communicates to management process improvements that reduce workloads or improve quality for his/her assigned area(s) of responsibility.Increases/gains awareness of Lincoln's products & services with Advisors, Registered Representatives, Brokers &/or Plan Sponsor/ParticipantsMaintains expense budgets to set limits.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.Maintains sales call data in appropriate systems &/or completing sales reports.Meets or exceeds all department &/or sales goals/targets for his/her assigned territory.Profiles assigned basic territory & assigned Advisors, Registered Representatives, Brokers &/or Plan Sponsor/Participants o target relationships to build & identify which firms/institutions would be interested in LFG offerings..Provides feedback to internal partners on existing & targeted Advisors, Registered Representatives, Brokers &/or Plan Sponsor/Participants..Provides information, education, training & advice on companys products & services to assigned Advisors, Registered Representatives, Brokers &/or Plan Sponsor/Participants.Provides sales support tools, sales & marketing ideas on Lincolns products/offerings to assigned Advisors, Registered Representatives, Brokers &/or Plan Sponsor/Participants.Additional Position Responsibilities
Carries out duties in compliance with all state and federal regulations and guidelines. Complies with all company and site policies and procedures.Makes a positive contribution as demonstrated by: - Making suggestions for improvement - Learning new skills, procedures and processesPerforms other duties as required.Remains current in profession and industry trends.Other Skills and Abilities
Ability to perform under stress in cases of emergency, critical or hazardous situations.Ability to work with others in a team environment.Demonstrates ability to build and maintain relationships with internal clients (e.g. management, peers and colleagues) and external clients.Demonstrates excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail.Demonstrates strong interpersonal skills with a collaborative style.Demonstrates the ability to use sound judgment and discretion regarding confidential information.Finds common ground and can gain collaboration among management, colleagues and peers.Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).Successfully completes regulatory and job training requirements.Education
4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) - Minimum RequiredCertifications
Dependent upon Product Being Sold -Upon HireExperience
0 - 1+ Years of experience in intermediary sales that directly aligns with the specific responsibilities for this position (Required )
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.

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Keywords: Lincoln Financial, Irvine , Sales Representative, Group Benefits, Sales , Irvine, California