Sales Quality Assurance Representative - Retirement

Lincoln Financial • Radnor, PA

19d • $20 - $26 • Hybrid

About The Position

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.

Requirements

• 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

Nice To Haves

• Sales or Customer Service experience within the Financial Services Industry and product knowledge

Responsibilities

• Supporting internal wholesalers for client prospecting using Judy Diamond/Brightscope
• Fielding inbound broker/ dealer calls and answers questions on retirement products
• Generating retirement proposals for internal wholesalers and completing New Business Paperwork using DocuSign
• Developing and maintaining an understanding of the Retirement Plan products, services, and operational structure to enhance ability to identify and target sales growth opportunities.
• Providing 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.
• Developing relationships with internal stakeholders including External Wholesalers, Product Manufacturing, Implementation, Licensing, and Customer Service to make sure that business standards and expectations are met.
• Building and maintaining business relationships through effective communication via email, phone and in person with internal/external stakeholders in a customer centric and professional demeanor.
• Identifying, recommending, and championing process improvements and organizational initiatives to positively influence the team and quality.

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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed