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.ResponsibilitiesDeveloping and maintaining an understanding of the MoneyGuard products, services, and operational structure to enhance ability to identify and target sales growth opportunitiesProviding 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/ParticipantsBuilding and maintaining business relationships through effective communication via email, phone and in person with internal/external stakeholders in a customer centric and professional demeanorIdentifying, recommending, and championing process improvements and organizational initiatives to positively influence the team and qualitySkillsExceptional communication and relationship management skillsFINRA SIE License - must obtain within 120 DaysFINRA Series 6 License – must obtain within 120 DaysFINRA Series 63 License - must obtain within 120 Days (if required by State)Resident Life & Health insurance licenses - must obtain within 120 DaysSales or Customer Service experienceBenefitsPTO/parental leaveCompetitive 401K and employee benefitsFree financial counseling, health coaching and employee assistance programTuition assistance programWork arrangements that work for youEffective productivity/technology tools and trainingCompany OverviewLincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. It was founded in 1905, and is headquartered in Radnor, Pennsylvania, USA, with a workforce of 10001+ employees. Its website is https://www.lincolnfinancial.com/.



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