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National Sales Specialist, GP Sales Support

Lincoln Financial Group Dover, NH

Job Description

Alternate Locations:Dover, NH (New Hampshire)

Relocation assistance is not available for this opportunity.

Requisition #57911

About the Company

Lincoln Financial Group, a Fortune 250 company with over 10,000 employees, provides advice and solutions that help empower Americans to take charge of their financial lives with confidence. Our core business areas Life Insurance, Annuities, Retirement Plan Services and Group Protection focus on supporting, preserving and enhancing over 17 million customers lifestyles and retirement outcomes.

Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. The company had $253 billion in assets under management as of December 31, 2017.

Ranked one of the Best Large Employers in America by Forbes magazine, Lincoln Financial Group makes a serious investment in our employees futures through a broad range of wealth accumulation and protection plans, health and wellness programs, and career development resources designed to help each individual reach their personal and professional goals.


As a National Sales Specialist within the Group Benefits Distribution Operations team, you will be responsible for the timely and accurate execution of quote submission and pre-qualification of new business for prospects from 25 to 99 lives along with our National prospect base from 5000 lives and up. This position will perform and deliver on routine and non-routine assignments and projects in support of the Sales and Account Management teams.


  • Supports quote intake on behalf of sales which includes review of quote information against specific criteria, ensuring the collection of essential information necessary for quote and making quote decisions when applicable
  • Calculates and formats census data for input into the Quote Engine System.
  • Communicates and obtains from brokers any needed information such as rate verification, experience, census and other missing materials.
  • Communicates and provides a diverse range of information to brokers and clients on LFG service model, policies and procedures.
  • Communicates with multiple business areas demonstrating flexibility and responsiveness to deliver on customer needs.
  • Develops a comprehensive understanding of product information and guidelines to support brokers with general questions.
  • Follows up and confers with internal stakeholders to support marketing representatives.
  • Prequalifies potential new business by reviewing and entering information on appropriate system and reviewing underwriting guidelines while maintaining accuracy and quality.
  • Processes increasingly complex quotes and provides brokers with proposals after applying appropriate quoting parameters, pricing and discounting in accordance with established procedures and guidelines.
  • Assists with account management support as needed or requested by manager.
  • Provides customer service at every touchpoint when greeting and interacting with internal and external customers in person, email and via the telephone in a professional courteous and helpful manner.
  • Reviews request for quotes and other pertinent materials submitted by brokers for completeness and accuracy.
  • Performs and delivers on routine assignments/projects for his/her assigned area(s) of responsibility.
  • Supports and promotes change management and/or departmental/enterprise initiatives within assigned area(s) of responsibility.
  • Maintains knowledge on current and emerging developments/trends for assigned area(s) or responsibility.
  • Supports and promotes change management and/or departmental/enterprise initiatives within assigned area(s) of responsibility.
  • Meets or exceeds departmental quality and service standards.
  • Works overtime as needed.
  • Delivers routine work independently, in accordance with established procedures and guidelines, in a timely manner and meets deadlines appropriately.
  • Makes routine and non-routine decisions, applying limited but increasingly more discretion within role except for matters of significance which affect the business as a whole or a significant part of it, in accordance with established procedures and guidelines.
  • Applies expanded knowledge obtained from the role in increasingly more complex situations and continues to acquire more knowledge to apply in role.
  • Provides a diverse range of information and performs a diverse range of tasks/transactions related to common programs and services.


  • Carries out duties in compliance with all state and federal regulations and guidelines. Complies with all company and site policies and procedures.
  • Remains current in profession and industry trends.
  • Makes a positive contribution as demonstrated by: - Making suggestions for improvement - Learning new skills, procedures and processes
  • Performs other duties as required.


  • High School or GED (Minimum Required)
  • 2 - 3 Years Experience working in a sales or customer service environment. (Required)


  • Travel Type: Regional Domestic
  • Travel Amount: up to 10%

This position may be subject to Lincolns Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincolns current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.

Any unsolicited resumes/candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial Group are considered property of Lincoln Financial Group and are not subject to payment of agency fees.

Lincoln Financial Group (LFG) 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, veterans status, or genetic information. Applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling 260-455-2558.

Job Details

Date Posted November 15, 2018
Date Closes December 15, 2018
Requisition 57911-en_US
Located In Dover, NH
Department Sales Management
SOC Category 00-0000.00