Internal Wholesaler - Moneyguard

Lincoln Financial Group Radnor , PA 19087

Posted 1 week ago

Alternate Locations: Radnor, PA (Pennsylvania)

Relocation assistance is not available for this opportunity.

Requisition #58908

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 $253 billion in assets under management as of December 31, 2017.

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.

The Role

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.

Responsibilities

  • 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

Education

  • Undergraduate degree or 4+ years of comparable work experience required
  • FINRA Series 6 or 7, Series 63 or 66 and Resident insurance licenses required

Experience

  • 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.

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.

Nearest Major Market: Philadelphia


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Internal Wholesaler - Moneyguard

Lincoln Financial Group