Financial Services Sales Representative - Annuities
$44.8k - $81.4kLincoln Financial Services
Financial Services Sales Representative - AnnuitiesThe 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 experienceWhat'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 trainingThe 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 Services
$44.8k - $81.4k
...opportunity. 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$94.88k - $151.8k
...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... ...employees, representatives and/or insurance agents...SuggestedWork experience placementWork at officeRelocation package3 days 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...SuggestedFull timeWork experience placementFlexible hours- WSFS Bank is seeking a Mortgage Loan Closer for our WSFS Mortgage division. The role involves preparing and reviewing closing documents for mortgage home loans and collaborating with title companies to ensure compliance with policies and procedures. The position is full...SuggestedFull timeMonday to Friday
$44.15k
...Overview The Mortgage Banking Advisor will provide administrative and sales support to a team of Mortgage Loan Originators (MLOs),... ...related field or equivalent experience. Previous sales and customer service experience. Ability to travel to different bank and customer locations...SuggestedFlexible hours$120.38k - $192.6k
...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...Work experience placementWork from home3 days per week- ...to accelerate growth and increase efficiency. The role offers an opportunity to work with high-growth technology, franchise, and services companies (with $5-100M+ in revenue) on a wide range of strategic topics. You will quickly gain valuable experience interacting directly...Full timeSummer workInternshipWork at officeVisa sponsorship
- WSFS Bank in Bryn Mawr is looking for a Mortgage Banking Advisor to provide administrative and sales support to a team of Mortgage Loan Originators. This role involves facilitating communication with customers and assisting with loan originations. The ideal candidate will...
- ...buying and other programs as assigned. Assists with providing services to dealers, marketing, purchases of non-assigned products and... ...preferably in the lumber industry. ~2+ years of purchasing, or sales experience, preferably in the LBM industry. ~ Comprehensive...Work experience placementLocal area
- ...a growing environment and providing clients with exceptional services. What It Means to Work for EisnerAmper: You will get to... ...client relationships Assist in the preparation and review of financial statements, including but not limited to, Balance Sheet, Statement...Local area
- Job Description Job Description 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,...
- ...clients to help them navigate the mortgage process, assess their financial situations, and guide them through the loan application... ...determine financing objectives, and advise clients on products and services. Recommend and outline the terms of the loan and educate...Full timeRemote work
- ...will counsel customers on lending options, provide exceptional service, and manage the loan pipeline from documentation to closing, while... ...relationships, meeting production goals, and supporting sales initiatives across channels for the Mortgage Administration unit...
- Fulton Bank, N.A. in King of Prussia, PA is seeking a Senior Mortgage Loan Officer. The role concentrates on working with customers to identify and secure mortgage loans while cultivating external referrals to generate loan originations. A significant portion involves building...
- Satori Mortgage is seeking loan officers who can turn existing networks into funded loans, even if you’re new to the mortgage business. This is a 100% commission role with real upside and no income caps. You’ll receive coaching, training, and access to our inner circle,...Remote job
$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...- autoMHatic Financial in Wayne, PA is seeking a detail-oriented Loan Closer to manage loan files from origination through funding and final audit. You will prepare closing packages, coordinate with borrowers, title and funding teams, and ensure all documents are accurate...
- ...Banking Consultant to originate residential mortgage loans through internal and external referral sources, delivering exceptional service and guiding customers toward suitable lending solutions. You will counsel customers on options, manage the loan pipeline to meet milestones...
- Fulton Financial in King of Prussia, PA, is seeking a full-time mortgage loan officer to assist customers in securing appropriate mortgage loans. This hybrid position involves developing relationships with realtors and other referral sources to generate loan origination...Full time
- ...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
- ...equipment finance and working capital solutions. Industry Financial Services Type Privately Held About the Role The Company is... ...partner meetings and industry events are also essential. Functions Business Development Sales/Revenue ConfidentialTemporary work
- ...refinancing, dispositions, and overall portfolio financial management. The role involves detailed... ...industrial real estate markets, rents, sales, and trends. • Work directly with... ...company. Disclaimer: This represents a broad overview of the position and is...Full timeCasual workWork at office
- ...innovative Shared Single-Family Office ® model provides unparalleled service to wealthy families and other family offices. Since the firm’s... ...planning, risk management, philanthropy, household-level financial services, as well as family education and family governance support...Work at officeLocal area
- Lumbermens Merchandising Corporation in Wayne, PA seeks a Futures Coordinator to design and deliver hedging strategies for lumber futures. You will organize trades, negotiate with approved brokers, and coordinate activities with purchasing and finance teams to support the...
$47.84k
...QualificationsHigh school diploma or GED required; Associate's or Bachelor's degree preferred.Previous recruiting, human resources, customer service, or administrative experience preferred.Experience in the contract security industry is a plus, but not required.Strong...Contract workWork at office- ...innovative Shared Single-Family Office® model provides unparalleled service to wealthy families and other family offices. Since the firm's... ...planning, risk management, philanthropy, household-level financial services, as well as family education and family governance support...Work at officeLocal area
- ...Performs routine actuarial and statistical analyses to estimate financial outcomes. Applies knowledge of mathematics, probability and... ...'s Degree in Mathematics, Statistics, Economics, Actuarial Services or related field or equivalent work experience. Prior Actuarial...Work experience placementInternship
- ...will count on you to: Act independently to propose actuarial services and valuations to clients, addressing their current and future... ...clients to assess risk exposure, forecast risks, losses, and financial impact. Expand client services beyond reinsurance...Work at officeLocal areaRemote workFlexible hours2 days per week3 days per week1 day per week
- ...Strong business and collaboration skills and responsive to service needs and operational demands Effective time management skills... ...at work to offer benefits focused on your health, wellbeing and financial security—as well as your professional development—to bring peace...Contract workWork at office
- ...that focus on employers' health benefits strategies, including financial projections, carrier selection, plan design optimization,... ...addition, Mercer has other benefits and discounts on products and services, and more! What you need to have: ~2-5 years of relevant...Work experience placement
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