Internal Sales Executive

Lincoln Financial

. Support sales leadership in developing and executing territory growth and pursuit strategies to acquire new business .

Posted 11/3/2026full-timeRemote • United StatesMid-LevelSenior💰 $100,000 - $165,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in developing and executing territory growth strategies, coordinating complex sales opportunities, and building strong relationships with clients and partners. Proficient in utilizing AI tools for productivity and decision-making while maintaining a strong understanding of industry trends and compliance requirements.

Highest-signal resume keywords

Internal Sales ExperienceProposal DevelopmentRelationship ManagementFINRA SIE, S6, S63401k, 403b, 457 Knowledge

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Sales Strategy DevelopmentOpportunity PlanningPipeline ManagementPricing Strategy CoordinationRisk Monitoring

Soft Skills

Organizational SkillsAttention to DetailCollaborationMulti-taskingCommunication

Tools & Technologies

AI Tools

Certifications & Qualifications

FINRA SIEFINRA S6FINRA S63

Industry Keywords

401k Plans403b Plans457 PlansGroup PlansRIA Relationships

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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