Financial Services Sales Representative - Annuities

Lincoln Financial; Radnor (Delaware County); Hybrid; USD 43,000 - 78,000; Full time

Benefits offered by this job

PTO/ parental leave

Competitive 401K

Financial counseling

Tuition assistance

Work arrangements that work for you

Productivity tools & training

Job summary

Lincoln Financial seeks a Financial Services Sales Representative to build and maintain relationships with advisors, respond to broker inquiries via inbound calls, and help clients with the right solutions.

You will obtain FINRA SIE, Series 6, and Series 63 licenses within 120 days (as needed) and hold a 4-year degree or equivalent experience; work is hybrid with three days in a Lincoln office. Compensation includes base pay and incentive opportunities.

Qualifications

• Exceptional communication and relationship management skills.
• FINRA SIE License must be obtained within 120 days.
• FINRA Series 6 License must be obtained within 120 days.
• FINRA Series 63 License must be obtained within 120 days (if required by state).
• Resident Life & Health insurance licenses must be obtained within 120 days.
• 4 Year/Bachelor’s Degree or equivalent work experience required.

Responsibilities

• Develop and maintain understanding of annuities products, services, and operations to identify sales opportunities.
• Provide product and illustration sales support to Advisors, Registered Representatives, Brokers and/or Plan Sponsor/Participants.
• Build and maintain relationships via email, phone and in person with stakeholders in a professional manner.
• Identify and champion process improvements to positively influence team performance.

Skills

Exceptional communication

FINRA SIE License

FINRA Series 6 License

FINRA Series 63 License

Life & Health licenses

Bachelor’s degree

Education

4 Year/Bachelor’s Degree or equivalent work experience

Job description

Alternate Locations:

Radnor, PA (Pennsylvania)

Work Arrangement:

Hybrid : Employee will work 3 days a week in a Lincoln office

Relocation assistance:

is not available for this opportunity.

Requisition #:

76627

The Role at a Glance

As the Financial Services Sales Representative, 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.

What You'll Be Doing

• Developing and maintaining an understanding of the Annuities 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.

What We’re Looking For

Must-haves:

• 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
• 4 Year/Bachelor’s Degree or Equivalent Work Experience (4 years of experience in lieu of Bachelor’s) – Minimum Required

Nice-to-haves (Preferred):

• Sales or Customer Service experience

What’s it like to work here?

At Lincoln Financial, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.

What’s in it for you:

• 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

The pay range for this position is $42,800 - $77,700 with anticipated pay for new hires between the minimum and midpoint of the range and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln’s total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln’s standard benefits package.

About The Company

Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services.

With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach.

Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice.

Lincoln is committed to creating an inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

Additional Information

This position may be subject to Lincoln’s Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln’s current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.

Any unsolicited resumes or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial are considered property of Lincoln Financial and are not subject to payment of agency fees.

Lincoln Financial ("Lincoln" or "the Company") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex, age, national origin or disability. Opportunities throughout Lincoln are available to employees and applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling [phone].

This Employer Participates in E-Verify. See the E-Verify notices.

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