Sales Quality Assurance Representative - Retirement

Lincoln Financial is a company that helps people plan for their financial futures. The Sales Quality Assurance Representative will support internal and external sales teams by obtaining necessary licenses and providing product and illustration sales support, while also developing relationships with stakeholders and identifying process improvements.ResponsibilitiesSupporting internal wholesalers for client prospecting using Judy Diamond/BrightscopeFielding inbound broker/ dealer calls and answers questions on retirement productsGenerating retirement proposals for internal wholesalers and completing New Business Paperwork using DocuSignDeveloping and maintaining an understanding of the Retirement Plan products, services, and operational structure to enhance ability to identify and target sales growth opportunitiesProviding 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/ParticipantsDeveloping relationships with internal stakeholders including External Wholesalers, Product Manufacturing, Implementation, Licensing, and Customer Service to make sure that business standards and expectations are metBuilding and maintaining business relationships through effective communication via email, phone and in person with internal/external stakeholders in a customer centric and professional demeanorIdentifying, recommending, and championing process improvements and organizational initiatives to positively influence the team and qualitySkillsExceptional communication and relationship management skillsFINRA SIE License - must obtain within 120 DaysFINRA Series 6 License – must obtain within 120 DaysFINRA Series 63 License - must obtain within 120 Days (if required by State)Resident Life & Health insurance licenses - must obtain within 120 DaysSales or Customer Service experience within the Financial Services Industry and product knowledgeBenefitsPTO/parental leaveCompetitive 401K and employee benefitsFree financial counseling, health coaching and employee assistance programTuition assistance programWork arrangements that work for youEffective productivity/technology tools and trainingCompany OverviewLincoln 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 https://www.lincolnfinancial.com/.



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