Sales Quality Assurance

2 weeks ago


Wayne, Pennsylvania, United States Lincoln Financial Full time

Date:
May 2, 2024

Primary Location:
Radnor, PA, US

Company:
Lincoln Financial

Alternate Locations:
Radnor, PA (Pennsylvania)

Work Arrangement:

Hybrid/Common Days+ :
Work 2-3 days a week in a Lincoln office with a designated workspace.

Relocation assistance:
is not available for this opportunity.

Requisition #: 72699

The Role at a Glance

  • As the Sales Quality Assurance Rep, you will be responsible for supporting the Small Market Retirement Plan Services (RPS) Internal/External sales teams while getting licensed and being trained on the product specifications. The first 120 days of this role will be focused around obtaining the licenses listed below.
    What you'll be doing
  • Support Internal Wholesalers for client prospecting using Judy Diamond/Brightscope
  • Fields inbound broker/ dealer calls and answers questions on retirement products
  • Generates retirement proposals for internal wholesalers and complete New Business Paperwork using DocuSign
  • Develops and maintains an understanding of the Retirement Plan products, services, and operational structure to enhance ability to identify and target sales growth opportunities.
  • You will provide 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.
  • Develops relationships with internal stakeholders including External Wholesalers, Product Manufacturing, Implementation, Licensing, and Customer Service to make sure that business standards and expectations are met.
  • You will identify, recommend, and champion process improvements and organizational initiatives to positively influence the team and quality.

What we're looking for

  • Musthaves:_
  • Exceptional communication and relationship management skills
  • FINRA SIE License must obtain within 120 Days
  • FINRA Series 6 License must obtain within 120 Days
  • FINRA Series 63 License must obtain within 120 Days (if required by State)
  • Resident Life & Health insurance licenses must obtain within 120 Days
  • Nicetohaves:_
  • Sales or Customer Service experience within the Financial Services Industry and product knowledge

What's it like to work here?
At Lincoln Financial Group, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives.

Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.


What's in it for YOU:

  • A clearly defined career framework to help you successfully manage your career
  • 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
  • A leadership team that prioritizes your health and wellbeing; offering a remote work environment and flexible work hybrid situations
  • Effective productivity/technology tools and training
    Pay Range: $ $24.98


Actual base pay could vary based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role.

The base pay is just one component of Lincoln's total rewards package for employees.

In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual.

Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package.

About The Company
Lincoln is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer.

All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

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Be Aware of Fraudulent Recruiting Activities
**Additional Information

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