Remote Internal Sales Executive: Growth & Proposals

Lincoln Financial Group; United States; Remote; USD 100,000 - 165,000; Full time

Benefits offered by this job

PTO/ parental leave

Competitive benefits & 401k

Tuition assistance program

Work arrangements that work for you

Job summary

Lincoln Financial is seeking an Internal Sales Executive to support sales leadership in developing opportunity and relationship strategies that drive new business and retention across assigned markets. You will coordinate complex sales opportunities, including proposals, pricing, and finalist presentations, and drive process improvements within a defined scope.

Responsibilities include leading proposal development, coordinating pricing requests, and collaborating with Product, Operations,

Qualifications

• 4+ years of internal sales experience directly aligned to the duties for the role.
• 4 Year/Bachelor's degree or equivalent work experience.
• Demonstrates excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail.
• Remains current in profession and industry trends.
• Effectively and responsibly uses AI tools in daily work, validates AI-generated outputs, and identifies opportunities to improve productivity, decision-making, and outcomes for themselves, colleagues, and the organization.
• FINRA SIE, S6, S63 required within 90 days of hire.
• Strong working knowledge of 401k, 403b, 457 and group plans.
• Strong working relationships with RIA's, consulting firms

Responsibilities

• Supports sales leadership in developing and executing territory growth and pursuit strategies to acquire new business within targeted market segments and geographic territories.
• Serves as strategic coordinator and project lead on assigned sales opportunities, evaluating key decision drivers, competitive dynamics, and client requirements.
• Facilitates opportunity planning sessions, establishing clear deliverables, timelines, and accountability across stakeholders.
• Coordinates multiple complex sales opportunities and maintains accurate pipeline information to support leadership in delivering against production goals.
• Builds and maintains relationships with consultants, intermediaries, and business partners to drive referrals and strengthen market presence.
• Collaborates with clients and intermediaries to understand business objectives and needs, providing timely support and coordinating escalations to appropriate internal partners.
• Leads the development and coordination of proposals, RFPs, pricing requests, and finalist materials that clearly articulate the Company's value proposition and capabilities.
• Coordinates subject matter experts to develop accurate, compelling, and differentiated proposal responses, customizing messaging based on prospect and competitive positioning.
• Partners with Product, Operations, Investments, and other internal functions to analyze client requirements and develop customized solutions for complex or non-standard requests.
• Partners with sales leadership to coordinate pricing strategy and fee analysis, facilitating internal review and approval of customized pricing and exceptions.
• Coordinates finalist presentations and prospect meetings, developing tailored materials and briefing internal participants on competitive positioning and key messages.
• Monitors opportunity progression, risks, and sales metrics, analyzing market trends and competitive intelligence to provide recommendations that support sales strategy and continuous improvement.

Skills

Territory growth

Strategic coordination

Proposal development

Relationship building

Sales analytics

AI tool usage

Education

Bachelor's degree

Tools

CRM software

Proposal software

Job description

Lincoln Financial is seeking an Internal Sales Executive to support sales leadership in developing opportunity and relationship strategies that drive new business and retention across assigned markets. You will coordinate complex sales opportunities, including proposals, pricing, and finalist presentations, and drive process improvements within a defined scope.

Responsibilities include leading proposal development, coordinating pricing requests, and collaborating with Product, Operations,