Financial Services Sales Representative building and maintaining business relationships with advisors marketing Lincoln's products and services to meet sales goals.
Responsibilities
Developing and maintaining an understanding of the Annuities products, services, and operational structure to enhance ability to identify and target sales growth opportunities
Providing product and illustration sales support on Lincoln’s products & services (including sales support tools, marketing ideas, etc.) to assigned Advisors, Registered Representatives, Brokers and/or Plan Sponsor/Participants
Building and maintaining business relationships through effective communication via email, phone and in person with internal/external stakeholders in a customer centric and professional demeanor
Identifying, recommending, and championing process improvements and organizational initiatives to positively influence the team and quality
Requirements
Exceptional communication and relationship management skills
FINRA SIE License - must obtain within 120 Days
FINRA Series 6 License – must obtain within 120 Days
FINRA Series 63 License - must obtain within 120 Days (if required by State)
Resident Life & Health insurance licenses - must obtain within 120 Days
4 Year/Bachelor’s Degree or Equivalent Work Experience (4 years of experience in lieu of Bachelor’s) – Minimum Required
Sales or Customer Service experience
Benefits
Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes
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
Work arrangements that work for you
Effective productivity/technology tools and training
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