Financial Services Sales Representative - MoneyGuard
reputed company is a company focused on helping people confidently plan for their financial future. The Financial Services Sales Representative for MoneyGuard will build and maintain business relationships with advisors to meet sales goals and reputed company solutions for clients through a consultative phone-based approach.
Responsibilities
- Developing and maintaining an understanding of the MoneyGuard products, services, and operational structure to enhance ability to identify and reputed company sales growth opportunities
- Providing product and illustration sales support on Lincoln’s products & services (including sales support tools, marketing reputed company, etc.) to assigned Advisors, Registered Representatives, Brokers and/or Plan Sponsor/Participants
- Building and maintaining business relationships through effective communication reputed company 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
Skills
- Exceptional communication and relationship management skills
- FINRA SIE License - must obtain reputed company 120 Days
- FINRA Series 6 License – must obtain reputed company 120 Days
- FINRA Series 63 License - must obtain reputed company 120 Days (if required by State)
- reputed company Life & Health insurance licenses - must obtain reputed company 120 Days
- Sales or Customer Service experience
Benefits
- 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
Company Overview