Job Description

The Role at a Glance

As the Financial Services Sales Representative, you will build and maintain business relationships with advisors who market our products and services in order to meet or exceed established individual and team sales goals and help the advisor provide the right solutions to their clients.  This is a consultative phone-based position responding to broker inquiries received via inbound calls. You will answer questions in a variety of areas including: product features, performance, literature requests and hypothetical illustrations. You will receive the proper training and develop your skillset to be able to do the following responsibilities.

What you'll be doing

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.

What we’re looking for

Must-haves:

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

Nice-to-haves (Preferred):  

Sales or Customer Service experience

What’s it like to work here?

At Lincoln Financial Group, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future. 

What’s in it for you:

Clearly defined career tracks and levels to help you successfully manage your career

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

A leadership team that prioritizes your health and well-being; offering a remote work environment and flexible work hybrid situations

Effective productivity/technology tools and training