Lincoln Financial Group Internal Wholesaler - MoneyGuard in Radnor, Pennsylvania
Alternate Locations: Radnor, PA (Pennsylvania)
Relocation assistance is not available for this opportunity.
About The Company
Lincoln Financial Group provides advice and solutions that help empower Americans to take charge of their financial lives with confidence and optimism. Today, more than 17 million customers trust our retirement, insurance and wealth protection expertise to help address their lifestyle, savings and income goals, as well as to guard against long-term care expenses. Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE:LNC) and its affiliates. The company had $222 billion in assets under management as of March 31, 2015.
As an Internal Wholesaler, you are responsible for making daily calls to your territory with the goal of increasing sales through partnership with your external wholesaler.
Sales and Service
Fields inbound calls from our advisors/partners regarding product questions
Runs product illustrations
Attends client conference calls
Proactively prospects for new business
Plans and executes active marketing campaigns within your territory
Partners with external wholesaler to develop business plans designed to increase territory sales
Coordinates with external wholesaler on sales ideas, sales activities and minor administration tasks
Resolves service and other business related issues
Adhere to LFD’s Culture of Compliance; comply with LFD’s policies and procedures
Undergraduate degree or 4+ years of comparable work experience required
FINRA Series 6 or 7, Series 63 or 66 and Resident insurance licenses required
1-3+ years of experience in Financial Services Sales that directly aligns with the specific responsibilities for this position
Education, experience and/or proficiency in Sales, Customer Service, Financial Services required
A demonstrated track record of consistently meeting and/or exceeding performance expectations
Possesses a bias for action and avoids workplace distractions
Drives performance targets to completion
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
Lincoln Financial Group ("LFG") 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 (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, veterans status, or genetic information. Opportunities throughout LFG are available to employees and applicants and are evaluated on the basis of job qualifications. We have a drug free work environment and we perform pre-employment substance abuse testing.