Financial Services Wholesaling Rep - MoneyGuard Job at Lincoln Financial
Date: Jan 31, 2023
Primary Location: Radnor, PA, US
Company: Lincoln Financial
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.
- Develops and maintains an understanding of the MoneyGuard products, services, and operational structure to enhance ability to identify and target sales growth opportunities.
- You will provide 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.
- You will build and maintain business relationships through effective communication via email, phone and in person with internal/external stakeholders in a customer centric and professional demeanor.
- You will identify, recommend, and champion process improvements and organizational initiatives to positively influence the team and quality.
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
Nice-to-haves (Preferred):
- Sales or Customer Service experience
-
A clearly defined career framework 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
Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. The company had $324 billion in end-of-period account values as of June 30, 2021.
Ranked one of the Best Large Employers in America and Best Employers for Women by Forbes magazine as well as one of Newsweek’s Most Responsible Companies, 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.
Please Note :
blog.nvalabs.org is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, blog.nvalabs.org provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, Site.com is the ideal place to find your next job.