Sr. Group Benefits Sales Executive

Lincoln Financial Group; Dallas (TX); Hybrid; USD 110,000 - 140,000; Full time

Job summary

Lincoln Financial Group is seeking a Sr. Group Benefits Sales Executive in Dallas, TX to build and maintain key relationships with Advisors, Brokers and Plan Sponsors, driving growth in group benefits sales across the assigned territory.

The role offers hybrid work arrangements with travel up to 25% and opportunities to advance within the group insurance sector, while collaborating with cross‑functional teams to achieve sales goals.

Qualifications

• Bachelor's degree or equivalent work experience.
• 3–5+ years of intermediary sales experience directly related to this role.
• Ability to communicate effectively (verbal/written).
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
• Licenses required upon hire.

Responsibilities

• Maintain knowledge of current and emerging developments for the assigned territory and products, collaborating with management to incorporate new trends into solutions.
• Educate and advise Advisors, Registered Representatives, Brokers and Plan Sponsors on Lincoln’s products and services.
• Build and maintain business relationships via email, phone and in person with stakeholders.
• Develop and execute plans to introduce Lincoln’s products/services and resources to stakeholders.
• Identify, recommend and champion process improvements to influence the team and quality.

Skills

Effective communication

MS Office proficiency

Sales experience

Licenses

Education

Bachelor's degree or equivalent work experience

Tools

Microsoft Office Suite

Job description

Be Aware of Fraudulent Recruiting Activities: Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.

Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e‑mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in‑person interview. Please contact Lincoln's fraud team at [e-mail] if you encounter a recruiter or see a job opportunity that seems suspicious.

Select how often (in days) to receive an alert:

Hybrid : Employee will work 3 days a week in a Lincoln office

Relocation assistance:is not available for this opportunity.

Requisition #:76577

The Role at a Glance

As Sr. Group Benefits Sales Executive, you will be responsible for building and maintaining business relationships to meet or exceed established sales goals, quotas or objectives by working directly with groups in the assigned territory. You will work with Advisors, Registered Representatives, Brokers, Plan Sponsors and Participants in the assigned territory to increase sales revenue and market share in offering our ancillary products. This opportunity will provide the ability to grow within the group insurance industry while gaining new skills and building strong working relationships. If this sounds like a role for you, please read on!

What you'll be doing

• You will maintain knowledge on current and emerging developments/trends for assigned territory and products, assessing impacts, and collaborating with management to incorporate new trends and developments in current and future solutions. In addition, you will develop and maintains an understanding of LFG's products, services, and operational structure to enhance ability to identify and target sales growth opportunities.
• You will provide education, information, training & advice on Lincoln’s products & services (including sales support tools, marketing ideas, etc.) to assigned Advisors, Registered Representatives, Brokers and/or Plan Sponsor/Participants.
• You will build and maintain business relationships through effective communication via email, phone and in person with internal/external stakeholders in a customer centric and professional demeanor.
• You will develop and execute basic plans to increase/gain opportunities to introduce Lincoln’s products/services, management & other resources to stakeholders.
• You will Identify, recommend and champion process improvements and organizational initiatives to positively influence the team and quality.

What we’re looking for

Must-have experience (Required):

• 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's)
• 3 - 5+ Years of experience in intermediary sales that directly aligns with the specific responsibilities for this position
• Ability to communicate effectively (verbal/written)
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
• Licenses required upon hire

Nice-to have Experience (Preferred):

• Group Benefits Sales Experience

Travel Requirements

• Up to 25%

Application Deadline

Applications for this position will be accepted through