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Associate, Inbound Internal Wholesale

The Role

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 skill set to be able to do the following responsibilities.

Responsibilities

Phone Sales and Support
Provides product and illustration sales support
Fields inbound calls from Lincoln Toll Free lines
Resolves client concerns
Responds to voicemail/email broker requests
Fulfills literature requests
Participates in team meetings and training programs
Identifies client situation and present options available
Maintains integrity of broker database
Demonstrates knowledge of Lincoln's products

Education

4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) - Minimum Required

Certifications

FINRA Series SIE, 6, 63 and resident insurance licenses required or must be obtained within 120 days of hire