Financial Services Sales Representative - Life Insurance
Lincoln Financial is a company that helps people confidently plan for their version of a successful future. As a Financial Services Wholesaling Representative for the Life Insurance team, you will build and maintain business relationships with advisors to meet or exceed sales goals, providing product support and identifying sales growth opportunities.
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