Financial Services Sales Representative - MoneyGuard

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 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 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

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.