Hybrid Financial Services Sales Representative – Annuities

Posted 3 days ago

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About the role

  • 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

Job title

Financial Services Sales Representative – Annuities

Job type

Experience level

Mid levelSenior

Salary

$42,800 - $77,700 per year

Degree requirement

Bachelor's Degree

Location requirements

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