Financial Services Sales Representative - Life Insurance
Lincoln Financial is a company that helps individuals plan for their financial future through various insurance and financial products. They are seeking a Financial Services Wholesaling Representative for the Life Insurance team to build and maintain relationships with advisors, providing support and solutions to meet sales goals.
Responsibilities
- Developing and maintaining an understanding of the Life Insurance 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
Skills
- 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
- 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
Company Overview