Financial Services Sales Representative for MoneyGuard building and maintaining business relationships with advisors. Providing product support and ensuring client satisfaction to meet sales goals.
Responsibilities
Developing and maintaining an understanding of the MoneyGuard products, services, and operational structure
Providing product and illustration sales support on Lincoln’s products & services
Building and maintaining business relationships through effective communication via email, phone and in person
Identifying, recommending, and championing process improvements and organizational initiatives
Requirements
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
Sales or Customer Service experience (preferred)
Benefits
Clearly defined career tracks and job levels
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
Work arrangements that work for you
Effective productivity/technology tools and training
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