Sales Assistant, Group Protection

Lincoln Financial is a company that helps people plan for their financial futures with various products including group protection. They are seeking a Sales Assistant to join their Group Protection Distribution Team, where the role involves supporting Sales Representatives with RFP management and ensuring effective communication with brokers and internal teams. Responsibilities You will gather, evaluate and assess information to complete request for proposals (RFPs), potential clients and sold cases partnering directly with your Sales Rep, Underwriter, and broker You will influence market growth with RFP accuracy and exceptional sold case submissions by being knowledgeable and thorough with daily activities You will coordinate and perform pre and post sale activities in partnership with marketing, underwriting, IT , billing, compliance and legal. In addition, you will support benefit fair activities, including creating benefit summaries and plan grids tailored to clients specific plan and design rates You will build trusting relationships with our internal and external partners to maintain a valuable marketplace presence and uphold our commitment to the customer You will identify, recommend and champions process improvements and organizational initiatives to positively influence the team and quality Skills 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) 0 - 1+ Years' experience in a sales environment with general insurance background Ability to communicate effectively (verbal/written) Proven ability to work effectively within a team and build positive relationships Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) Ability to work in a fast-paced environment with the ability to adapt as needed Ability to maneuver through multiple systems Benefits Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes 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 Work arrangements that work for you Effective productivity/technology tools and training Company Overview Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. It was founded in 1905, and is headquartered in Radnor, Pennsylvania, USA, with a workforce of 10001+ employees. Its website is