Lincoln Financial · 1 day ago
Financial Services Sales Representative - Annuities
Radnor, PA, US
Full-time
Hybrid
Entry Level
$43K/yr - $78K/yr
4+ years expLincoln Financial is a company focused on helping people confidently plan for their financial futures. As a Financial Services Sales Representative, you will build and maintain relationships with advisors to meet sales goals and provide solutions for their clients.
AdviceFinanceFinancial ServicesInsurance
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
Qualification
Required
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
Preferred
Sales or Customer Service experience
Benefits
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
Company
Lincoln Financial
Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$825MKey Investors
Bain Capital
2025-04-09Post Ipo Equity· $825M
1985-04-26IPO
Leadership Team
Ellen Cooper
Chairman, President and Chief Executive Officer
Christopher Neczypor
Chief Financial Officer
Recent News
GlobalFinTechSeries
2025-12-05
Company data provided by crunchbase