Financial Services Sales Representative - MoneyGuard
$44.8k - $81.4kLincoln 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.
- ...Financial Services Sales Representative - MoneyGuard 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...Suggested
- ...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...SuggestedWork experience placementWork at office
- ...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...SuggestedFull timeTemporary workPart timeWork experience placementWork at office
- ...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
$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- ...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
- ...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...
- ...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
$44.8k - $81.4k
...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...Work experience placement- ...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...InternshipWork at officeLocal area
- ...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
- ...from the ground up to do so. Our unified financial hub protects the retirement of everyday Americans... ...and financial professionals to sell and service. About the role This position is part of... ...with internal and external distribution (sales) stakeholders Manage projects and...Full timeContract work
$108.5k - $195.9k
...insights that shape strategic and financial decisions. This is an... ...long-term incentives, sales incentives and Lincoln's standard... ..., and retirement plan services. With our 120-year... ...their respective employees, representatives and/or insurance agents do not...Work experience placementWork at officeWork from homeRelocation package3 days per week- ...a growing environment and providing clients with exceptional services. What it Means to Work forEisnerAmper: ~ You will... ...relationships ~ Assistin the preparation and review of financial statements, including but not limited to, Balance Sheet, Statement...Local area
- ...Since 1992, Colonial Mortgage Service Company of America has been a trusted local lender specializing in Commercial, Residential, and... ...Located in Montgomeryville, PA, the company is dedicated to offering financial guidance and updates on the housing market. As an Equal Housing...Full timeLocal area
- ...Job Description The Investment Manager Services Division (IMS) at SEI is rapidly growing and seeking members for its Alternative Investment... ...or equivalent work experience. One year experience in Financial Services. Intermediate skills in Microsoft Excel. Self‑motivation...Work experience placement
- ...The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new members on our Investment Fund Services... ...would like from you: An aim to broaden one's knowledge of the financial services industry by learning new concepts and systems and taking...InternshipFlexible hours
- ...Overview The Investment Manager Services Division (IMS) at SEI is recruiting 2026 Spring/Summer graduates for a variety of entry‑level... ...or related fields Eagerness to broaden knowledge of the financial services industry Flexibility to adapt to changing client needs...Summer workInternshipWork at officeFlexible hours
- ...The Investment Manager Services Division (IMS) at SEI is growing rapidly and currently building a pipeline of 2026 Spring/Summer graduates... ...from you: An aim to broaden one's knowledge of the financial services industry by learning new concepts and systems and...Summer workInternshipWork at officeFlexible hours
$1,000 per month
...originating a variety of different types of loans all focused on servicing our existing customers. Principal Duties: Originate... ...income verification, appraisals etc. Meet individual monthly sales goals Stay informed of developing trends in the mortgage industry...- Satori Mortgage (NMLS: 4190) is looking for self-motivated individuals ready to transform their networks into income as licensed mortgage officers. This role focuses on training and support, allowing new loan officers to thrive in the industry without starting from zero...Remote jobFlexible hours
- ...their team as new loan officers, even if you are new to mortgages. This is an opportunity to leverage your existing relationships in sales or real estate to build a profitable career in the mortgage industry. With a culture-first approach and extensive training, you will...Remote job
$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- ...Overview As an Investment Analyst, this individual will support the AVP of Investment Banking with financial modeling, valuations, due diligence, business performance metrics, and create presentations on several business transactions. This is a great way to get your foot...Work at office
- ...with internal investment, finance, and sales partners to respond to investment-related... ...to provide investment expertise and represent Vanguard at client meetings. . Maintains... ...capital markets, asset management, and the Financial Services industry, as well as a deep awareness...
- ...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...
- ...Vanguard At 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. From...Work experience placement
- ...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
- ...involves deep collaboration across Finance and external actuarial services while ensuring audit and approval processes are meticulously... ...Excel, R, and Python, backed by significant experience in the financial or insurance sectors. By contributing to model improvements,...
- ...plans. They serve a diverse group of union clients and are known for their commitment to quality, timeliness, and highly personalized service. The firm is led by its owner, a credentialed pension actuary, along with a senior health consultant who oversees the firm’s health...Work at officeRemote work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Services Sales Representative - MoneyGuard. Be the first to apply!
- financial Radnor, PA
- emergent financial group Radnor, PA
- financial institutions Radnor, PA
- senior financial analyst fp&a Radnor, PA
- financial fraud Radnor, PA
- finance financial Radnor, PA
- financial banking Radnor, PA
- financial services professional Radnor, PA
- salary finance Radnor, PA
- entry level accounting finance Radnor, PA

