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Financial Services Sales Representative- Annuities

Company: Lincoln Financial Group
Location: Greensboro
Posted on: September 11, 2018

Job Description:

Company:Lincoln Financial
Alternate Locations: Greensboro, NC (North Carolina)Relocation assistance is not available for this opportunity.Hiring Manager: Ann Caroline JonesLevel: P1Requisition #37145About The Company
Lincoln Financial Group, a Fortune 250 company with over 10,000 employees, provides advice and solutions that help empower Americans to take charge of their financial lives with confidence. Our core business areas Life Insurance, Annuities, Retirement Plan Services and Group Protection focus on supporting, preserving and enhancing over 17 million customers lifestyles and retirement outcomes.
Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. The company had $253 billion in assets under management as of December 31, 2017.
Ranked one of the Best Large Employers in America by Forbes magazine, Lincoln Financial Group makes a serious investment in our employees futures through a broad range of wealth accumulation and protection plans, health and wellness programs, and career development resources designed to help each individual reach their personal and professional goals.
The Role
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.

  • Phone Sales and Support
  • Provides product and illustration sales support
  • Fields inbound calls from Lincoln Toll Free lines
  • Resolves client concerns
  • Responds to voicemail/email broker requests
  • Fulfills literature requests
  • Participates in team meetings and training programs
  • Identifies client situation and present options available
  • Maintains integrity of broker database
  • Demonstrates knowledge of Lincoln's products Requirements
    • Undergraduate degree or 4+ years of comparable work experience required
    • FINRA Series 6, 63 and resident insurance licenses required or must be obtained within 90 days of hire Experience
      • 0-1+ years of experience in Sales that directly aligns with the specific responsibilities for this position
      • Education, experience and/or proficiency in Customer Service or Sales
      • A demonstrated track record of consistently meeting and/or exceeding performance expectations
      • Possesses a bias for action and avoids workplace distractions
      • Drives performance targets to completion This position may be subject to Lincolns 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 Lincolns current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.
        Lincoln Financial Group (LFG) 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 (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, veterans status, or genetic information. 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 260-###-####.
        Nearest Major Market:GreensboroJob Segment:Financial, Financial Sales, Sales Rep, Database, Sales, Finance, Technology

        Associated topics: bank, fiduciary, financial planner, investment, mortgage, payment, payment management solution, personal banker, securities, treasury

        Keywords: Lincoln Financial Group, Greensboro , Financial Services Sales Representative- Annuities, Accounting, Auditing , Greensboro, North Carolina

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