Lincoln Financial Group is a diversified financial services organization with a strong focus on four core business areas - life insurance, annuities, defined contribution, and group protection; and three distribution platforms - wholesale, retail, and worksite. Since 1905, Lincoln Financial has helped customers face their futures with confidence by offering trusted financial solutions and advice. Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates.
The Benefit Counselor will effectively and professionally represent Lincoln Financial Group in all sales enrollment activities for all product offerings, which require a purchasing decision on behalf of the eligible employee and/or family member.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.
Uses in depth knowledge and understanding of all Employer Paid and Employee Paid offerings. To provide complete on-site enrollment services to eligible employees and/or family members. Versatile in delivery of ?needs based? benefit presentations to diverse employee groups as well as presenting in a face to face method while collecting enrollment data using Lincoln Financials Enrollment tools (paper, laptop etc) for both new customers and re-enrolling customer support (including Plan Administrator connects, partnering with Regional Enrollment Manager, National Accounts and Lincoln?s Field Office.) May perform other duties as assigned
ADDITIONAL POSITION RESPONSIBILITIES
Carries out duties in compliance with all state and federal regulations and guidelines. Complies with all company and site policies and procedures. Remains current in profession and industry trends. Makes a positive contribution as demonstrated by making suggestions for improvement, learning new skills, procedures and processes. Performs other duties as required.
Job Requirements A Bachelor's degree plus minimum 2 ? 5 years of enrollment experience required
Must possess/maintain necessary active sales licensing (Life and Health) as well as any special state specific licensing requirements.
Prior human resources, sales, training, and/or teaching experience highly desirable.
5+ years of group and worksite insurance experience (Voluntary employee paid)
Demonstrated knowledge of instructional design techniques and online delivery of training through a learning management system.
Must be able to travel up to 75%
Ability to write reports and business correspondence, policies, and proposals.
Ability to effectively present information and respond to questions from groups of maanger, clients, customers, the general public and/or any applicable regulatory organization .
Bi-Lingual Spanish a plus
Additional Details This position is part-time and will be based out of home. Must be able to travel up to 75%.
Lincoln Financial Group is a diversified financial services organization headquartered in the Philadelphia region. With $150 billion as of...