Account Executive, Group Benefits Sales Specialist

3 weeks ago

Atlanta, Georgia, United States Lincoln Financial Group Full time
About the Role

We are seeking an experienced Account Executive to join our Group Protection Sales Distribution Team, supporting Workplace Solutions in the Atlanta area.

Key Responsibilities
  • Build and maintain business relationships with groups in the assigned territory to meet or exceed established sales goals, quotas, or objectives.
  • Work with Advisors, Registered Representatives, Brokers, Plan Sponsors, and Participants to increase sales revenue and market share in offering our ancillary products.
  • Maintain knowledge on current and emerging developments/trends for assigned territory and products, assessing impacts, and collaborating with management to incorporate new trends and developments in current and future solutions.
  • Develop and maintain an understanding of LFG's products, services, and operational structure to enhance ability to identify and target sales growth opportunities.
  • Provide education, information, training, and advice on Lincoln's products and services to assigned stakeholders.
  • Build and maintain business relationships through effective communication with internal and external stakeholders in a customer-centric and professional demeanor.
  • Develop and execute basic plans to increase/gain opportunities to introduce Lincoln's products/services, management, and other resources to stakeholders.
  • Identify, recommend, and champion process improvements and organizational initiatives to positively influence the team and quality.
Requirements
  • 4-year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's)
  • 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)
  • Licenses required upon hire
Preferred Qualifications
  • Group Benefits Sales Experience
Travel Requirements
  • Up to 50%

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