Financial Services Sales Representative - Annuities
$44.8k - $81.4kLincoln Financial
Financial Services Sales Representative - Annuities
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.
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 $44,800 - $81,400 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 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.
Lincoln Financial$44.8k - $81.4k
...Requisition #: 76300 The Role at a Glance As the Financial Services Sales Representative, you will build and maintain business relationships... ...Developing and maintaining an understanding of the Annuities products, services, and operational structure to enhance...SuggestedWork experience placementWork at officeRelocation package3 days per week$108.5k - $195.9k
...an Actuary within the Annuity Qualified Actuary team... ...policies and applicable financial and regulatory... ...long-term incentives, sales incentives and Lincoln... ..., and retirement plan services. With our 120-year track... ...respective employees, representatives and/or insurance agents...SuggestedWork experience placementWork from home3 days per week$108.5k - $195.9k
...forefront of Variable Annuity (VA) and Registered Index... ...shape strategic and financial decisions.This is an... ...long-term incentives, sales incentives and Lincoln... ..., and retirement plan services. With our 120-year track... ...respective employees, representatives and/or insurance...SuggestedWork experience placementWork from home3 days per week$108.5k - $195.9k
...GlanceAs an Actuary of the Annuity Model Governance and... ...projections, pricing, financial planning, and... ...long-term incentives, sales incentives and Lincoln... ..., and retirement plan services. With our 120-year track... ...respective employees, representatives and/or insurance agents...SuggestedWork experience placementWork from home3 days per week$79.6k - $145.1k
...Program (ADP) at Lincoln Financial Group is an industry-... ...including Life and Annuities, Retirement and Group... ...-term incentives, sales incentives and Lincoln... ...and retirement plan services. With our 120-year track... ...employees, representatives and/or insurance agents...SuggestedWork experience placement3 days per week- Empowering Financial Futures.For more than 65 years, Glenmede’s independent ownership, innovation... ...to our team of experts and excellent service. Our professionals are dedicated to... ...pursuant to GIM’s trade rotation policy. Assist Sales team in responding to account inquiries...Work at office3 days per week
- ...ground up to do so. Our unified financial hub protects the retirement... ...We create life insurance and annuity products that protect... ...financial professionals to sell and service. About the role This position... ...internal and external distribution (sales) stakeholders Manage projects...Full timeContract work
- ...accounting expertise, you'll partner with internal teams and external service providers to ensure accurate fund accounting and reporting... ....Execute oversight and control activities that support financial reporting integrity, mitigate risk, and strengthen governance across...Full time
- ..., KPMG provides audit, tax and advisory services for organizations in today's most important... ...advisory clients with a focus on Life, Annuities, and Long-Duration Health insurance. *... ...to support activities such as financial reporting, modeling, and advanced analytics...Local area
$128k - $252.5k
...responsible for advising life insurance and annuity clients on actuarial modernization,... ...underwriting, new business, product development, financial reporting, modeling, and adjacent... ...leaders to support solution development, sales efforts, actuarial assurance activities,...Local areaVisa sponsorship- Overview As a quantitative Systematic Trading Intern at Susquehanna, you will work on projects that model the work of our full-time employees. You will also go through a comprehensive education program and interact with mentors who are at the top of their field, allowing...Full timeInternship
- Job Brief Hybrid position in Newtown Square, PA. 3 days per week in the office. Responsibilities Calculates, monitors and assesses impact of benefit and provider reimbursement changes, cost containment programs, on medical cost and trends. Develops and maintains spreadsheets...InternshipWork at officeRemote workFlexible hours3 days per week
- ...and/or develop new clients. Responsible for sales calls. Develops and prepares loan solutions and refers products and services; reviews documentation to ensure compliance... .... Collects and analyzes customer financial information for multifaceted and/or complex...Full timeTemporary workPart timeWork experience placementWork at office
- Loan Officer - Keep 100% of Your Revenue Location: Nationwide Compensation: 100% Commission (Per-File Fee Only) Posted By: Independent Mortgage Recruiting Firm If you are a producing Loan Officer still giving away margin, this conversation is worth 15 minutes...
- ...that is appropriate for their individual financial circumstances and is designed to help... ...Engages in customer specific persuasive sales activity to encourage potential customer... ...business with Company and cross promotes other services and financial products of Company to...Full timeLocal areaWork visaFlexible hours
- ...and/or develop new clients. Responsible for sales calls. + Develops and prepares loan solutions and refers products and services; reviews documentation to ensure compliance... .... + Collects and analyzes customer financial information for multifaceted and/or complex...Work experience placementWork at office
$15 per hour
...lending solutions that meet their needs and financial objectives. The MLO is expected to... ...expected to meet or exceed established sales goals while maintaining high standards of... ...maintain deep knowledge of KeyBank products, services, and competitive offerings. Maintain...Hourly payWork experience placementWork at officeLocal areaDay shift- ...Accountant will oversee key aspects of fund accounting, NAV oversight, financial reporting, regulatory filings, and operational support for... ...coordinating with auditors, custodians, and other external service providers to ensure the accuracy and integrity of fund operations...
- ...is built for you. This is more than a sales position. It's a chance to become a... ...tailoring solutions to meet individual financial goals. Originate high-quality loans that... ...effectively with executive leadership and represent the organization with professionalism and...Local area
- ...required. Those fully remote associates residing in states where service is required by contract, law, or regulation will be allowed to... ...Projects and plans for quarterly forecasts utilizing financial forecast models for assigned lines of business Updates forecasting...Contract workRemote workFlexible hoursShift work
- ...Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to...Immediate startWork from home
- ...loans as a broker or as a lender These advantages help originators convert more leads and retain more clients without sacrificing service. Operations Built for Producers Dedicated processing and support Modern technology stack featuring AI and Doc Intelligence to CTC loans...Remote work
- ...system access risk management while growing your expertise in financial markets and risk practices. The Senior Analyst serves as a primary... ...requests while ensuring adherence to policies, procedures, and service-level expectations.Serve as a primary investment access support...Full timeWork experience placement
- ...About VanguardAt Vanguard, we don't just have a mission—we're on a mission.To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team....Full timeWork experience placement
- ...generate portfolio analytics, and support marketing and client service teams with data requests.Conduct detailed portfolio analysis and... ...is required.MBA and/or CFA preferred.3-5 years of prior financial/investment experience.Strong analytical skills with the ability...WorldwideFlexible hours
$50 - $51 per hour
Position Overview This role supports the Alternative Investment Services (AIS) Team , which partners closely with Investment Teams... ...investment vehicles across multiple strategies and structures, representing approximately $46 billion in assets under management . Key Responsibilities...- ...Job Shift: Day Job Category: Sales Mortgage Loan Officer... ...reviewing and analyzing customer financial information, submitting applications... ...interpersonal and customer service skills, and exceptional... ...demands described here are representative of those that must be met by...Full timeWork at officeFlexible hoursShift work2 days per week1 day per week
$44.15k
...careers, guide our customers to secure their financial futures, and actively support our... ..., and Communities we serve. We Stand For Service® is more than part of our name, it's our... ...responsible for providing administrative and sales support to a team of Mortgage Loan Originators...Full timeWork experience placementFlexible hours- ...candidate should have an ASA or FSA designation and a minimum of 6 years' experience in pricing different types of insurance and annuities. Applicants for the AVP, Actuary position at the company should be adept at reinsurance and structured transaction modeling, with...Contract work
- ...Tompkins Bank & Trust is seeking a Mortgage Loan Officer to provide direct mortgage loan services to customers and prospects, explain financing options, collect financial data, and coordinate loan processing through closing. You will cross-sell bank services and respond...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Services Sales Representative - Annuities. Be the first to apply!
- financial Broomall, PA
- finance financial Broomall, PA
- other financial services Broomall, PA
- entry level accounting finance Broomall, PA
- finance degree Broomall, PA
- financial services accounting Broomall, PA
- accounting finance intern Broomall, PA
- accounting finance Broomall, PA
- finance Broomall, PA
- financial services Broomall, PA

