Internal Wholesaler - Annuities
Lincoln FinancialAbout the role
Alternate Locations: Radnor, PA (Pennsylvania)
Work Arrangement:
Hybrid : Employee will work 3 days a week in a Lincoln office
Relocation assistance: is not available for this opportunity.
Requisition #: 76078
The Role at a Glance
As the Internal Wholesaler for Annuities, you will build and maintain business relationships with financial professionals to educate and market our products and services to meet or exceed established individual and team sales goals and help the financial professionals provide the right solutions to their clients. You will also be assigned territories and partner closely with the External Wholesaler(s) to continue enhancing the client experience to help drive annuity business within the channel.
What you'll be doing
- Enhancing and maintaining an understanding of the Annuity products, services, and operational structure to enhance ability to identify and target sales growth opportunities.
- Developing business on behalf of Lincoln Financial Group in a manner that supports a positive company image, in compliance with all required rules and regulations and ethical in all considerations.
- Providing product and illustration sales support on Lincoln’s products & services (including sales support tools, marketing ideas, etc.) to assigned Financial Professionals/BOAs.
- 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
What we’re looking for
Must-haves:
- 4 Year Bachelor's degree or equivalent work experience
- Strong sales, interpersonal, communication, and organizational skills
- Strong annuities background and technical knowledge of the industry
- FINRA SIE License – Upon Hire
- FINRA Series 6 License – Upon Hire
- FINRA Series 63 License - Upon Hire (If required by Resident State)
- Resident Life & Health insurance licenses – Upon Hire
Nice-to-haves:
- Sales or Customer Service experience within the Financial Services Industry and product knowledge
What’s it like to work here?
At Lincoln Financial, 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:
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Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes
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Leadership development and virtual training opportunities
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PTO/parental leave
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Free financial counseling, health coaching and employee assistance program
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Tuition assistance program
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Work arrangements that work for you
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Effective productivity/technology tools and training
The pay range for this position is $60,000 - $175,000 with anticipated pay for new hires between the minimum and midpoint of the range and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln’s total rewards package for emp
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