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.
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
Skills
- 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
- Sales or Customer Service experience within the Financial Services Industry and product knowledge
Benefits
- 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
Company Overview