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Lincoln Financial · 6 hours ago

Financial Services Sales Representative - MoneyGuard

Radnor, PA

Full-time

Hybrid

New Grad, Entry Level

$43K/yr - $78K/yr

Lincoln Financial is a company that helps people confidently plan for their version of a successful future. As the Financial Services Sales Representative for MoneyGuard, you will build and maintain business relationships with advisors, providing them with product support and sales assistance to meet established sales goals.

AdviceFinanceFinancial ServicesInsurance

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

Qualification

FINRA SIE LicenseFINRA Series 6 LicenseFINRA Series 63 LicenseLife & Health Insurance LicenseSales ExperienceCustomer Service ExperienceRelationship ManagementCommunication Skills