Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Services Sales Representative - MoneyGuard

$44.8k - $81.4k

Lincoln Financial Services

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 #: 76262 The Role at a Glance As the Financial Services Sales Representative for MoneyGuard, 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 MoneyGuard 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 Nice-to-haves (Preferred): Sales or Customer Service experience Application Deadline 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 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. Follow us on Facebook, X, LinkedIn, Instagram, and YouTube. For the latest company news, visit our newsroom. Be Aware of Fraudulent Recruiting Activities If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. 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. Este Empleador Participa en E-Verify. Ver el E-Verify avisos.

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Financial Services Sales Representative - MoneyGuard in Radnor, PA vacancy
  • $44.8k - $81.4k

     ...Financial Services Sales Representative - MoneyGuardAs the Financial Services Sales Representative for MoneyGuard, you will build and maintain business relationships with advisors who market our products and services in order to meet or exceed established individual and... 
    Suggested
    Work experience placement

    Lincoln Financial Services

    Broomall, PA
    4 days ago
  •  ...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... 
    Suggested
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC

    King of Prussia, PA
    2 days ago
  •  ...Liberty Personnel Services, Inc. is seeking a detail-oriented Senior Portfolio Accountant to manage day-to-day accounting for a diverse...  ...candidate will thrive in a fast-paced environment and support financial reporting and compliance efforts. Responsibilities include... 
    Suggested

    Liberty Personnel Services, Inc.

    King of Prussia, PA
    4 days ago
  •  ...of Prussia, PA, is seeking a Private Equity Fund Accounting Manager to lead a dedicated team responsible for fund accounting and financial reporting. You will work closely with senior leadership on fund operations, close cycles, and investor reporting, while ensuring compliance... 
    Suggested

    SolomonEdwards

    King of Prussia, PA
    4 days ago
  • $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... 
    Suggested

    Russell Tobin

    Conshohocken, PA
    1 day ago
  • $100k

    JG Wentworth Home Lending, LLC in Wayne, PA is looking for an entry-level Mortgage Loan Officer to join their team. The position includes a comprehensive training program designed to equip candidates with the skills needed to excel in the mortgage lending industry. With...
    Traineeship

    JG Wentworth Home Lending, LLC

    Wayne, PA
    2 days ago
  • 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...
    Full time
    Monday to Friday

    WSFS Bank

    Bryn Mawr, PA
    5 days ago
  • $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 mission...  ...for providing administrative and sales support to a team of Mortgage Loan Originators... 
    Work experience placement
    Flexible hours

    WSFS Bank

    Bryn Mawr, PA
    5 days ago
  •  ...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... 
    Remote work

    Filo Mortgage LLC

    Conshohocken, PA
    2 days ago
  • autoMHatic Financial in Wayne, PA is seeking a Mortgage Loan Officer to facilitate the loan process for borrowers seeking Manufactured Housing loans. This full-time role involves guiding clients through income verification and application completion while ensuring a seamless... 
    Full time

    autoMHatic Financial

    Wayne, PA
    4 days ago
  • 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

    Fulton Financial

    King of Prussia, PA
    5 days ago
  • 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

    Satori Mortgage (NMLS: 4190)

    King of Prussia, PA
    3 days ago
  •  ...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 time
    Local area
    Work visa
    Flexible hours

    Fulton Financial Corporation

    King of Prussia, PA
    5 days ago
  •  ...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... 

    First National Bank

    Berwyn, PA
    1 day ago
  • $100k

     ...Wentworth Home Lending, LLC (JGW HL) is a full service mortgage banker and a wholly owned...  ...Wentworth Company, LLC a diversified consumer financial services company. The Company is focused...  ...in income within 12 months Competitive sales environment with a chance to be awarded... 
    Full time

    JG Wentworth Home Lending, LLC

    Wayne, PA
    2 days ago
  •  ...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 time
    Work at office
    Flexible hours
    Shift work
    2 days per week
    1 day per week

    autoMHatic Financial

    Wayne, PA
    4 days ago
  • 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... 

    Tammac Holdings Corp

    Wayne, PA
    1 day ago
  •  ...towards the broader firm goal of helping our clients achieve their financial objectives. As part of the private equity team, you will be...  ...process from sourcing through to manager approval. You will represent the firm in regular interactions with current and prospective... 
    Internship
    Work at office
    Local area

    Hirtle & Co.

    Conshohocken, PA
    2 days ago
  •  ...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 office
    Local area

    Pitcairn

    Conshohocken, PA
    3 days ago
  • $64.49k - $105.95k

     ...management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage...  ...and other specific business and organizational needs. WSFS Financial Corporation (WSFS) and its subsidiaries may offer eligible... 
    Flexible hours
    Shift work

    WSFS Bank

    Berwyn, PA
    1 day ago
  •  ...for the investment committee. You’ll work closely with senior team members and have the chance to make a real impact on clients’ financial goals. What You’ll Do Evaluate various private equity and venture capital opportunities Lead the due diligence process and monitor... 
    Work at office

    Abracadabra+

    Conshohocken, PA
    4 days ago
  • Overview As a Quantitative Systematic Trader at Susquehanna, you’ll combine quantitative research expertise with deep trading intuition to build and refine data-driven, fully automated trading strategies. You’ll actively monitor real-time strategy performance and use...
    Summer work
    Visa sponsorship

    Susquehanna International Group

    Bala Cynwyd, PA
    2 days ago
  • $90k - $157.5k

     ...the Private Equity Fund Administration Services Business Unit of the State Street Alternative...  ...investors.· Review quarterly and annual financial work paper packages including portfolio...  ...-based awards (excluding certain sales roles subject to sales incentive plans);... 
    Full time
    Temporary work
    Flexible hours

    State Street Bank

    Berwyn, PA
    3 days ago
  •  ...AnalystWealth Management Analysts provide exceptional service to our clients and support Financial Advisor(s)/ Private Wealth Advisor(s)/ teams on a...  ...existing client and/or prospective client meetings, representing the service lensParticipating in firm initiatives (e.... 
    Work experience placement
    Local area

    Morgan Stanley

    Conshohocken, PA
    1 day ago
  •  ...activities.Ability to thrive in a fast-paced environment.Previous finance industry experience is not required, but a passion for financial problem sets with real time impact is crucial.What you can expect from us: Real Impact: Solve complex technical challenges, working... 
    Casual work
    Work at office

    Susquehanna International Group

    Bala Cynwyd, PA
    2 days ago
  • $90k - $157.5k

     ...leader in providing administrative fund services to both Hedge Fund and Private Market managers...  ..., investor services, custody, tax, and financial reporting locally and in globally...  ...performance-based awards (excluding certain sales roles subject to sales incentive plans);... 
    Full time
    Temporary work
    Flexible hours

    State Street Bank

    Berwyn, PA
    2 days ago
  • $17 - $20 per hour

    autoMHatic Financial is looking for a dedicated Collections Associate in Wayne, PA, to manage calls to customers and collect overdue payments. The ideal candidate will be bilingual in Spanish and have experience in collections or call centers. This full-time position offers... 
    Hourly pay
    Full time

    autoMHatic Financial

    Wayne, PA
    1 day ago
  • $108.5k - $195.9k

     ...company policies and applicable financial and regulatory requirements...  ...long-term incentives, sales incentives and Lincoln’s standard...  ..., and retirement plan services. With our 120-year track record...  ...their respective employees, representatives and/or insurance agents do not... 
    Work experience placement
    Work from home
    3 days per week

    Lincoln Financial Group

    Radnor, PA
    1 day ago
  • $100k - $190.5k

     ...offers a comprehensive and competitive benefits package to help our employees - and their family members - achieve their physical, financial, emotional and social wellbeing goals. For a detailed look at CNA’s benefits, please visit cnabenefits.com.CNA utilizes AI-enabled... 
    Full time
    Work experience placement
    Work at office

    CNA Financial

    Radnor, PA
    4 days ago
  • $134.5k - $190.5k

     ...healthcare segments, including Dentists, Nurses, Physicians, Aging Services, and Allied Facilities. Working closely with business partners...  ...- and their family members - achieve their physical, financial, emotional and social wellbeing goals. For a detailed look at... 
    Full time
    Work experience placement
    Flexible hours

    CNA Financial

    Radnor, PA
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Services Sales Representative - MoneyGuard. Be the first to apply!