The Role at a Glance
As the Financial Services Sales Representative for the Life Insurance team, 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 Life Insurance 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
