Lincoln Financial Group-posted 22 days ago
Full-time • Entry Level
Hybrid • Radnor, PA
5,001-10,000 employees
Insurance Carriers and Related Activities

As the Financial Services Sales Representative for MoneyGuard, 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.

  • Developing and maintaining an understanding of the MoneyGuard 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.
  • 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
  • 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
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