Sales Coordinator Specialist (West)
Job title: Sales Coordinator Specialist (West) in Dallas, TX at Lincoln Financial Group
Company: Lincoln Financial Group
Job description: Alternate Locations: Dallas, TX (Texas); Seattle, WA (Washington)Work Arrangement:Hybrid Preferred : Preferred employee will work 3 days a week in a Lincoln officeRelocation assistance: is not available for this opportunity.Requisition #: 74612The Role at a GlanceWe are excited to bring on a Sales Coordinator Specialist to join our Group Protection Distribution Team supporting Workplace Solutions in our Seattle, WA or Dallas, TX sales office (may be open to individuals located on the West Coast).Background DetailsThe Group Protection Distribution Team will help you grow your group benefits knowledge and establish strong partnerships (internally/externally while working in this fast-paced environment.As a Sales Coordinator for Group Benefits, you will be responsible building and maintaining business relationships with sales representatives and brokers to provide request for proposals (RFPs) for both sold and potential cases. You will work with Underwriting and the Sales team within your assigned territory to provide accurate, time sensitive information as requested. This opportunity will provide the ability to grow within the group insurance industry while gaining new skills and building strong working relationships. If this sounds like a role for you, please read on!What you'll be doing
- You will gather, evaluate and assess information to complete request for proposals (RFPs), potential clients and sold cases for groups by 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 capitalize on growth through inforce block maintenance by targeting specific growth opportunities and influencing persistency within the inforce block in the regional segment.
- 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 champion process improvements and organizational initiatives to positively influence the team and quality.
- High School Diploma or GED
- 1 - 3+ Years' experience in a sales environment, with preference to general insurance background
- Resident State Life & Health Certifications upon hire
- Ability to build and maintain strong relationships
- Ability to communicate effectively (verbal/written)
- Strong organizational skills
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
- Ability to work in a fast-paced environment with the ability to adapt as needed.
- Up to 25%
Expected salary: $53500 - 96300 per year
Location: Dallas, TX
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