Financial Services Sales Representative - Annuities
$42.8k - $77.7kLincoln Financial Group
Be Aware of Fraudulent Recruiting Activities : Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters. Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Please contact Lincoln's fraud team at View email address on click.appcast.io if you encounter a recruiter or see a job opportunity that seems suspicious. Select how often (in days) to receive an alert: 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 What you'll be doing Developingand 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 andleadership attributes Leadership development and virtual training opportunities 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 - $77,700with 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. Be Aware of Fraudulent Recruiting Activities Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters. Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Please contact Lincoln's fraud team at View email address on click.appcast.io if you encounter a recruiter or see a job opportunity that seems suspicious. 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 View phone number on click.appcast.io. This Employer Participates in E-Verify. See the E-Verify notices. #J-18808-Ljbffr
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...we’ve been able to uphold our legacy of financial stability while investing in new, innovative... ...Job Summary: The Standard’s Individual Annuities division is currently looking to add an... ...strength and exceptional customer service through the contributions of the service...SuggestedLocal areaRemote work- The Standard is seeking an experienced actuarial professional in the Individual Annuities space to drive and support our financial reporting, valuation, and FP&A activities for MYGA and FIA portfolios. You will own GAAP and statutory reporting, earnings analysis, reserve...Suggested
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- ...insight-driven core capabilities for carriers, distribution, and direct customers across the entire policy lifecycle of life and annuities for both individual and group.Verisk Maplecroft — provides intelligence on sustainability, resilience, and ESG, helping people, business...Full timeWork at officeRemote work
- ...insight-driven core capabilities for carriers, distribution, and direct customers across the entire policy lifecycle of life and annuities for both individual and group.Verisk Maplecroft — provides intelligence on sustainability, resilience, and ESG, helping people, business...Work at office
- ...direct customers across the entire policy lifecycle of life and annuities for both individual and group.Verisk Maplecroft — provides... ...Actuarial Pricing, Analytic Data Management, Compliance and Product Services, Government Relations, etc.) to maintain, enhance, and develop...Work at office
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...through rigorous fundamental research, financial analysis and market surveillance. The analyst... ...leverage, cash flow generation and debt service capacity. Build and maintain financial... ...clients, including life insurance, annuities, wealth management and institutional asset...3 days per week- ...We are seeking a highly motivated Actuarial Associate to support new product and feature launches, system validation of in-force annuity products (Variable, Index, Fixed Annuities and RILA) and policy calculation support for Operations. This role is ideal for analytically...
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...Work. Headquartered in Hawai‘i with a growing national presence, PGL is expanding its annuity business and strengthening our position as a leading provider of insurance and financial solutions across the country. At PGL, we help individuals and businesses secure their...Full timeWork experience placementWork at officeLocal areaRemote work- ...insight-driven core capabilities for carriers, distribution, and direct customers across the entire policy lifecycle of life and annuities for both individual and group.Verisk Maplecroft — provides intelligence on sustainability, resilience, and ESG, helping people, business...
- ...insight-driven core capabilities for carriers, distribution, and direct customers across the entire policy lifecycle of life and annuities for both individual and group.Verisk Maplecroft — provides intelligence on sustainability, resilience, and ESG, helping people, business...Work at officeRemote work
- ...will support pricing initiatives, product development and valuation efforts that contribute to the financial health and strategic decision-making of our life and annuity product portfolio. Key Responsibilities: Assist in the pricing and design of new life insurance products...InternshipWork at officeLocal area
- ...of client engagements Document statutory financial examination work as it is completed in... ...client relationships Responsible for client service quality Exhibit strong communication... ...spreadsheet and actuarial software, life, annuity and reinsurance products Ability to...Work at officeWork from homeFlexible hours
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...apply): R26\\_3640**About Our Company**We’re a diversified financial services leader with more than $1.5 trillion in assets under management... ...Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and...Full timePart timeInternshipH1bWork at officeWork from homeVisa sponsorship1 day per week$75k - $90k
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...customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and... ...from Day One.## **Job Description****U.S. Bank** Global Fund Services is seeking a future team member for the role of **Senior Fund...Temporary workWork experience placementWork at officeLocal areaMonday to FridayShift work3 days per week$90k - $155k
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...Associate Actuary to join our Variable Annuity team leading Financial Reporting. The Associate Actuary is... ...Operating at the intersection of financial services and technology, Principal builds... ...reflect targeted base salaries. Non‑sales positions have the opportunity to participate...Hourly payPermanent employmentTemporary workWork experience placementH1bWork at officeRemote workFlexible hours$166.34k
..., ProVal, & Prophet; retirement products, including corporate & public pensions & fixed, fixed index, & variable annuities; actuarial valuation & financial reporting of retirement & annuity products, including regulations & actuarial modeling assumptions & methodologies...- ...a growing environment and providing clients with exceptional services. What it Means to Work for EisnerAmper: You will get to be part... ...client relationships Assist in the preparation and review of financial statements, including but not limited to, Balance Sheet, Statement...Local area
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...and Prophet; retirement products, including corporate and public pensions and fixed, fixed index, and variable annuities; actuarial valuation and financial reporting of retirement and annuity products, including regulations and actuarial modeling assumptions and methodologies...Full timeShift workDay shift$120k - $140k
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...accounting, tax, reporting, and treasury aspects within the Corebridge Financial Real Estate Investment Portfolio. The role requires motivation... ...). Employee assistance program: confidential counseling services and resources. Matching charitable donations: 1:1 match up to...16 hoursWork at officeImmediate startRemote workRelocation- ...on in house closing documents as needed. May assist Mortgage Servicing as needed. Creates wire requests for title company closings. Disclosure... ...a professional image and practice professionalism in a financial environment. Work Environment and Physical Requirements Fast...Work at office
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