Sales Quality Assurance Representative - Retirement

Sales Quality Assurance Representative - Retirement

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.

What you'll be doing:

• Supporting internal wholesalers for client prospecting using Judy Diamond/Brightscope
• Fielding inbound broker/dealer calls and answering 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.

What we're looking for:

Must-haves:

• 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

The pay range for this position is $19.52 - $26.03 with anticipated pay for new hires between the minimum and midpoint of the range and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln's total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package.

Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services.

With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach.

Lincoln Financial is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, Veteran status, or genetic information. Applicants are evaluated on the basis of job qualifications.