Sr. Voluntary Benefit & Enrollment Practice Leader

Lincoln Financial • Charlotte, NC

5d • $125,000 • Remote

About The Position

As a Sr. Voluntary Benefit & Enrollment Practice Leader, you will provide consultative voluntary product recommendations & enrollment solutions to maximize understanding and participation in employee electable benefits amongst new & existing customers. You will serve as a subject matter expert regarding voluntary benefit products, enrollment processes and solutions, including benefits technology & third-party firms. If this sounds like a role for you, please read on!

Requirements

• 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's).
• 3 - 5+ Years of sales support and/or enrollment experience in group insurance directly aligned to the specific duties of this role.
• Effective written/verbal communication skills.
• Strong project management and execution oriented
• Ability to present to all levels of the organization, customers, and broker partners.
• Current or ability to obtain appropriate producer licensing

Nice To Haves

• Group insurance experience (specifically supplemental health).
• Client facing experience.
• Marketing experience.
• Sales experience.

Responsibilities

• Build and maintains strong relationships with Sales & Acct Management to understand their new sales & inforce business enrollment needs and benefit objectives. In addition, you will build and maintain strong business relationships with key sales clients to meet or exceed established sales goals, quotas, targets or objectives.
• Analyze client demographics, industry trends, and purchased products to tailor enrollment and education strategies.
• Recommend and coordinate third-party enrollment vendors to deliver customized solutions. You will evaluate and enhance more complex enrollment methods to improve efficiency, reduce costs, and increase participation. In addition, you will partner with enrollment firms to design and implement multi-channel communication strategies.
• Develop & execute sales plans to increase sales revenue & market share with assigned Advisors, Registered Representatives &/or Brokers while maintaining long-term relationships. In addition, you will develop & execute plans to increase/gain opportunities to introduce Lincoln's products/services, management & other resources to targeted Advisors, Registered Representatives and/or Brokers.
• Provide sales support tools, sales & marketing ideas on Lincoln's products/offerings to assigned Advisors, Registered Representatives &/or Brokers.
• Support Relationship Management retention efforts & look for opportunities to cross sell & cross partner with appropriate stakeholders as well as opportunities to increase premium on current block. In addition, you will act as an expert-level resource during planning meetings, assist with case positioning & proposals, and contribute to preparation for and/or participate in finalist sales presentations.
• Support both sales and service by presenting voluntary product & enrollment best practices in customer capabilities and sales finalist meetings. In addition, you will consult clients & brokers on new & existing employee electable/worksite products; offering employee counseling solutions during annual & ongoing enrollment opportunities.
• Effectively collaborate with internal teams, such case management, account management, and sales, as well as client contacts to support enrollment goals.
• Participate in industry organizations & meetings, share up-to-date information on market trends and competitor information to advise on how to best position Lincoln products to support sales goals.

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: Mid Level
• Number of Employees: 5,001-10,000 employees