Internal Sales Executive

🔥 19 hours ago

🌲 North Carolina, Pennsylvania – Remote

🌲 North Carolina – Remote 🔔 Pennsylvania – Remote

💵 $100k - $165k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

⬇️ Inside Sales

👻 Ghost score 0%

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Lincoln Financial

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1905

💼 Consulting

⚖️ Legal

💸 Finance

Consulting • Legal • Finance

Lincoln Financial is an organization dedicated to protecting the privacy and security of its job applicants. It actively informs candidates about potential recruitment scams and outlines its robust hiring procedures, making clear that they do not request sensitive personal information during the application process. The company offers a diverse range of career opportunities across various fields including actuarial, finance, legal, and customer service, and is committed to maintaining equal employment opportunities.

📋 Description

• Support sales leadership in developing and executing territory growth and pursuit strategies to acquire new business • Serve as strategic coordinator and project lead on assigned sales opportunities • Evaluate decision drivers, competitive dynamics, and client requirements • Facilitate opportunity planning sessions with deliverables, timelines, and accountability • Coordinate multiple complex sales opportunities and maintain accurate pipeline information • Build and maintain relationships with consultants, intermediaries, and business partners • Collaborate with clients and intermediaries to understand objectives and needs • Coordinate escalations to appropriate internal partners • Lead development and coordination of proposals, RFPs, pricing requests, and finalist materials • Coordinate subject matter experts on differentiated proposal responses • Partner with Product, Operations, Investments, and other functions to develop customized solutions • Coordinate pricing strategy and fee analysis with sales leadership • Coordinate finalist presentations and prospect meetings • Monitor opportunity progression, risks, sales metrics, market trends, and competitive intelligence

🎯 Requirements

• 4+ Years of internal sales experience directly aligned to the duties for the role • 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) • 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, validates AI-generated outputs, and identifies opportunities to improve productivity, decision-making, and outcomes • 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 and consulting firms

🏖️ Benefits

• Clearly defined career tracks and job levels • Leadership development and virtual training opportunities • PTO/parental leave • Competitive 401K and employee benefits • Free financial counseling, health coaching and employee assistance program • Tuition assistance program • Flexible work arrangements • Productivity/technology tools and training • Annual Incentive Program eligibility • Long-term incentives may be available • Sales incentives may be available • Standard benefits package

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