Internal Wholesaler - Annuities

Lincoln Financial•Radnor, PA

1d•$60,000 - $175,000•Hybrid

About The Position

As the Internal Wholesaler for Annuities, you will build and maintain business relationships with financial professionals to educate and market our products and services to meet or exceed established individual and team sales goals and help the financial professionals provide the right solutions to their clients. You will also be assigned territories and partner closely with the External Wholesaler(s) to continue enhancing the client experience to help drive annuity business within the channel.

Requirements

4 Year Bachelor's degree or equivalent work experience
Strong sales, interpersonal, communication, and organizational skills
Strong annuities background and technical knowledge of the industry
FINRA SIE License – Upon Hire
FINRA Series 6 License – Upon Hire
FINRA Series 63 License - Upon Hire (If required by Resident State)
Resident Life & Health insurance licenses – Upon Hire

Nice To Haves

Sales or Customer Service experience within the Financial Services Industry and product knowledge

Responsibilities

Enhancing and maintaining an understanding of the Annuity products, services, and operational structure to enhance ability to identify and target sales growth opportunities.
Developing business on behalf of Lincoln Financial Group in a manner that supports a positive company image, in compliance with all required rules and regulations and ethical in all considerations.
Providing product and illustration sales support on Lincoln’s products & services (including sales support tools, marketing ideas, etc.) to assigned Financial Professionals/BOAs.
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.