Sales Coordinator

4 weeks ago


Detroit, Michigan, United States Lincoln Financial Services Full time
About the Role

We are seeking a highly skilled Sales Coordinator to join our Group Protection Distribution Team in our Detroit, MI sales office or Omaha, NE home office.

Key Responsibilities
  • Gather and evaluate information to complete request for proposals (RFPs) for groups, potential clients, and sold cases.
  • Partner with sales representatives and brokers to provide accurate and timely information.
  • Work with Underwriting and the Sales team to provide information as requested.
  • Identify and recommend process improvements and organizational initiatives to positively influence the team and quality.
Requirements
  • 3+ years' experience in a sales environment with a general insurance background.
  • Resident State Life & Health Certifications upon hire.
  • Ability to build and maintain strong relationships.
  • Ability to communicate effectively (verbal/written).
  • Strong organizational skills.
  • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
What We Offer
  • 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 well-being.
About Lincoln Financial Group

Lincoln Financial Group helps people to plan, protect, and retire with confidence. As of December 31, 2023, approximately 17 million customers trust our guidance and solutions across four core businesses – annuities, life insurance, group protection, and retirement plan services.



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