Financial Services Sales Representative - MoneyGuard
Lincoln Financial is a company focused on helping people confidently plan for their financial future. The Financial Services Sales Representative for MoneyGuard will build and maintain business relationships with advisors to meet sales goals and provide solutions for clients through a consultative phone-based approach.
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
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
- 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