Sales Quality Assurance – Retirement

Company Name: Lincoln Financial

Location: Radnor, PA, US - 19080

Job Duration: 2021-05-04 to 2021-06-03


Alternate Locations: Radnor, PA (Pennsylvania)

Relocation assistance is not available for this opportunity.


Level: N2-1 

Requisition #66026

About the Company

Lincoln Financial Group, a Fortune 250 company with over 10,000 employees, provides advice and solutions that help empower Americans to take charge of their financial lives with confidence. Our core business areas — Life Insurance, Annuities, Retirement Plan Services and Group Protection — focus on supporting, preserving and enhancing over 17 million customer’s lifestyles and retirement outcomes.

Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. The company had $238 billion in assets under management as of December 31, 2018.

Ranked one of the Best Large Employers in America by Forbes magazine, Lincoln Financial Group makes a serious investment in our employees’ futures through a broad range of wealth accumulation and protection plans, health and wellness programs, and career development resources designed to help each individual reach their personal and professional goals.


General Purpose of Job

As a Quality Assurance Service Rep, you will be responsible for supporting the Small Market Retirement Plan Services Internal and External Sales Team with various sales to service responsibilities to improve productivity and results.

Duties and Responsibilities

Completes paperwork, including Request for Contracts, Black-Out Notices, Letters of Instruction, etc. for internal stakeholders
Delivers routine work independently, in accordance with established procedures and guidelines, in a timely manner and meets deadlines appropriately.
Develops relationships with internal stakeholders including External Wholesalers, Product Manufacturing, Implementation, Licensing, and Customer Service to make sure that business standards and expectations are met.
Fields inbound broker/ dealer calls and answers questions on retirement products
Gathers case information using New Business systems to better equip internals for their outbound sales calls
Generates retirement proposals for internal wholesalers
Maintains integrity of internal contact management system, ensuring that contact lists for all departments and personnel are correct
Makes routine & non-routine decisions under close supervision, applying limited discretion within role except for matters of significance which affect the business as a whole or a significant part of it, in accordance with established procedures/guidelines
Meets or exceeds departmental quality and service standards.
Packages and sends literature requests from the Online Marketing Center
Performs task by applying core knowledge obtained from the role and acquires increasingly more knowledge to apply in the role.
Processes and maintains all NIGO (Not in Good Order) paperwork until paperwork checklist is complete.
Provides proposal and pricing sales support to the desk and field
Runs quality control check on all outgoing paperwork for accuracy
Supports and promotes change management and/or departmental/enterprise initiatives within assigned area(s) of responsibility.
Works closely with Implementation team on a daily basis to enhance sales to service model.
Works overtime as needed.

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.
Makes a positive contribution as demonstrated by: – Making suggestions for improvement – Learning new skills, procedures and processes
Performs other duties as required.
Remains current in profession and industry trends.

Other Skills and Abilities

Ability to perform under stress in cases of emergency, critical or hazardous situations.
Ability to work with others in a team environment.
Demonstrates ability to work in a fast-paced environment.
Demonstrates solid relationship management skills with internal and/or clients (e.g. management, peers, colleagues, customers, etc.).
Demonstrates strong interpersonal skills with a collaborative style.
Demonstrates strong organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail.
Demonstrates the ability to use sound judgment and discretion regarding confidential information.
Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
Successfully completes regulatory and job training requirements.


High School or GED – Minimum Required



This position may be subject to Lincoln’s Political Contribution Policy.  An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln’s current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.


Any unsolicited resumes/candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial Group are considered property of Lincoln Financial Group and are not subject to payment of agency fees.



Lincoln Financial Group (“LFG”) is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, veterans status, or genetic information.  Applicants are evaluated on the basis of job qualifications.  If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling 260-455-2558.