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Sales Coordinator/Group Sales Support - Dallas, TX

Lincoln Financial Group Dallas, TX

Job Description

Alternate Locations:Dallas, TX (Texas); Denver, CO (Colorado); Kansas City, KS (Kansas); Salt Lake City, UT (Utah)

Relocation assistance is not available for this opportunity.

Requisition #60327

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.

The Role



As the Sales Coordinator you are responsible for identifying quality sales opportunities. You will act as a liaison to appropriate internal/external sales stakeholders to support targeted sales results by leveraging and applying knowledge of his/her assigned area(s) of responsibility.




  • Acts as service liaison for service problems/questions and determines appropriate avenues for resolution, including partnering with the regional service team to troubleshoot service problems and guiding the sales support staff through sales processes.
  • Administers the validation process for all sold cases from point of sale through transfer to case manager while simultaneously ensuring completeness and accuracy of all sold case documentation
  • Analyzes assigned sales stakeholders quote activity to ensure it is appropriately positioned for sale.
  • Analyzes sales prospects utilizing solution selling abilities to prioritize and take action on the most viable sales opportunities.
  • Collaborates with key internal/external stakeholders to gather and assess information needed to support renewal requests.
  • Cultivates strong, sustainable business relationships with internal/external sales stakeholders to support the achievement of established sales goals for his/her assigned area(s) of responsibility.
  • Develops contract and rate comparisons, as needed.
  • Educates brokers on LFG service model, policies, and procedures.
  • Ensures his/her assigned sales opportunities are compliant with internal policies and applicable external regulations.
  • Gathers and evaluates needed information to amend contracts as requested by customers and/or external stakeholders.
  • Identifies and recommends ideas for sales demonstrating solution selling.
  • Monitors, tracks and ensures appropriate New Business Old Contract (NBOC) credit for assigned area(s) of responsibility.
  • Negotiates with underwriting and/or appropriate sales stakeholder(s) to price/discount proposals to effectively achieve desired sales results.
  • Obtains and analyzes competitive/marketing data.
  • Partners with internal sales stakeholders to support the achievement of targeted sales plans


Education & Experience

  • 1 - 3+ Years experience in a sales environment with general insurance background. (Required)



  • Upon Hire Certifications/Licensures : Resident State Life & Health.


Travel Information

  • Travel Type :National Domestic
  • Travel Amount :up to 50%


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 14, 2019
Date Closes December 14, 2019
Requisition 60327-en_US
Located In Dallas, TX
Department Sales Management
SOC Category 00-0000.00