Financial Services Sales Representative - Life Insurance

Date: Sep 27, 2021

Location: Hartford, CT, US

Company: Lincoln Financial

Alternate Locations: Hartford, CT (Connecticut); Boston, MA (Massachusetts); Charlotte, NC (North Carolina); Greensboro, NC (North Carolina); Windsor, CT (Connecticut)

 

Work Arrangement: Hybrid/Home

 

Relocation assistance is not available for this opportunity.

 

Level: P1 

 

Requisition #: 65672

 

About The Company
 

Lincoln Financial Group, a Fortune 250 company with over 10,000 employees, provides advice and solutions that help empower Americans to take charge of their financial lives with confidence. Our core business areas — Life Insurance, Annuities, Retirement Plan Services and Group Protection — focus on supporting, preserving and enhancing over 17 million customer’s lifestyles and retirement outcomes.

Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. The company had $238 billion in assets under management as of December 31, 2018.

Ranked one of the Best Large Employers in America by Forbes magazine, Lincoln Financial Group makes a serious investment in our employees’ futures through a broad range of wealth accumulation and protection plans, health and wellness programs, and career development resources designed to help each individual reach their personal and professional goals.

 

Be Aware of Fraudulent Recruiting Activities

 

If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.

 

Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview.  Please contact Lincoln's fraud team at fraudhotline@lfg.com if you encounter a recruiter or see a job opportunity that seems suspicious.

 

 

 

The Role at a Glance

As the Financial Services Sales Representative, 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:

  • Develops and maintains an understanding of the Life Insurance products, services, and operational structure to enhance ability to identify and target sales growth opportunities.
  • You will provide 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.
  • You will build and maintain business relationships through effective communication via email, phone and in person with internal/external stakeholders in a customer centric and professional demeanor.
  • You will identify, recommend, and champion 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
  • Resident Life & Health insurance licenses - must obtain within 120 Days

 

Nice-to-haves (Preferred): 

  • Sales or Customer Service experience

What It's Like to Work Here:

Must-haves:

  • Rising senior or recent graduate – must obtain 4 Year/Bachelor's degree by start date - Minimum 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
  • Resident Life & Health insurance licenses - must obtain within 120 Days

 

Nice-to-haves (Preferred): 

  • Sales or Customer Service experience

Education

  • 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) - Minimum Required

Experience

  • 1 - 3+ Years of experience in financial services sales, marketing and/or relationship management that directly aligns with the specific responsibilities for this position (Required )

 

Work Arrangement:

Hybrid/Home : Employees will work from home generally three days each week and come into a Lincoln office on a schedule their manager will help set, following any applicable in-office training period determined by their manager. 

 

 

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.

 

Any unsolicited resumes/candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial Group are considered property of Lincoln Financial Group and are not subject to payment of agency fees.

 

 

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.  Applicants are evaluated on the basis of job qualifications.  If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling 260-455-2558.

 

 

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