Remote Internal Sales Executive - Growth & Proposals

Lincoln Financial Group; Oregon; Ibrido; USD 100.000 - 165.000; Tempo pieno

Vantaggi offerti da questo lavoro

PTO/Parental leave

401(k) and employee benefits

Tuition assistance

Descrizione del lavoro

Lincoln Financial Group is seeking an Internal Sales Executive to support leadership in developing growth strategies and coordinating complex sales opportunities. The role emphasizes proposals, pricing, and finalist presentations, with a focus on driving new business and retention within assigned market segments.

You will lead planning sessions, manage a multi-stakeholder process, and build relationships with consultants and intermediaries to expand referrals.

Competenze

• 4+ years of internal sales experience directly aligned to duties.
• 4-year degree or equivalent work experience.
• Excellent organizational skills with strong attention to detail.
• Stays current on industry trends and developments.
• Uses AI tools responsibly; validates AI outputs.
• FINRA SIE, S6, S63 required within 90 days of hire.
• Knowledge of 401k, 403b, 457 and group plans.
• Strong relationships with RIAs and consulting firms.

Mansioni

• Support sales leadership in territory growth and pursuit strategies.
• Coordinate complex sales opportunities; manage proposals, pricing, and finalists.
• Lead opportunity planning sessions with clear deliverables and timelines.
• Maintain pipeline information; support leadership in hitting targets.
• Build relationships with consultants and intermediaries to drive referrals.
• Collaborate with clients and intermediaries to align business objectives.
• Develop and coordinate proposals, RFPs, pricing requests, and materials.
• Coordinate subject matter experts to create compelling responses.
• Partner with Product, Operations, Investments for customized solutions.
• Coordinate pricing strategy and obtain approvals for exceptions.
• Prepare finalist presentations and brief internal participants.
• Monitor progress, risks, and sales metrics; analyze market trends.

Conoscenze

Sales experience

Organizational skills

AI tools usage

Relationship building

Formazione

Bachelor's degree or equivalent

FINRA SIE, S6, S63 within 90 days

Descrizione del lavoro

Lincoln Financial Group is seeking an Internal Sales Executive to support leadership in developing growth strategies and coordinating complex sales opportunities. The role emphasizes proposals, pricing, and finalist presentations, with a focus on driving new business and retention within assigned market segments.

You will lead planning sessions, manage a multi-stakeholder process, and build relationships with consultants and intermediaries to expand referrals.