Financial Services Sales

Description:

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 Annuities 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.