Financial Services Wholesaling Rep – Life Insurance

By | October 29, 2022

Job Responsibilities : Financial Services Wholesaling Rep – Life Insurance

Salary : $72300 per year

Company : Lincoln Financial

Location : Hybrid remote US

Date: Oct 12 2022

Primary Location: Hartford CT US

Company: Lincoln Financial

Alternate Locations: Hartford CT (Connecticut); Greensboro NC (North Carolina)

Work Arrangement: Hybrid/Home

Relocation assistance: is not available for this opportunity.

Requisition #: 69488

The Role at a Glance:
As the Financial Services Wholesaling 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:
  • 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.

#LI-HYBRID
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
What’s it like to work here?
At Lincoln Financial Group we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues we build fulfilling careers and stronger communities through a company that values our unique perspectives insights and contributions and invests in programs that empower each of us to take charge of our own future.

What’s in it for YOU:
  • A clearly defined career framework to help you successfully manage your career
  • 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
  • A leadership team that prioritizes your health and well-being; offering a remote work environment and flexible work hybrid situations
  • Effective productivity/technology tools and training

Work Arrangement
Hybrid/Home : Employees will work from home on average more days per week.

About The Company
Lincoln Financial Group a Fortune 200 company with over 10000 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 $324 billion in end-of-period account values as of June 30 2021.

Ranked one of the Best Large Employers in America and Best Employers for Women by
Forbes magazine as well as one of
Newsweek’s Most Responsible Companies 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.

Lincoln is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race color religion gender gender identity or expression sexual orientation national origin genetics disability age or veteran status.

Lincoln Financial Group is a committed corporate citizen included on major sustainability indices including the Dow Jones Sustainability Index North America and FTSE4Good. Dedicated to diversity and inclusion we earned perfect 100 percent scores on the Corporate Equality Index and the Disability Equality Index. Follow us on Facebook Twitter LinkedIn and Instagram.

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.

Additional Information
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 Veteran 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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