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Description
Lincoln Financial Group is a diversified financial services organization with a strong focus on four core business areas - life insurance, annuities, defined contribution, and group protection; and three distribution platforms - wholesale, retail, and worksite. Since 1905, Lincoln Financial has helped customers face their futures with confidence by offering trusted financial solutions and advice. Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates.
GENERAL PURPOSE OF JOB
The Insurance Solutions Distribution (ISD) Internal Wholesaler will be responsible for driving sales by creating and strengthening life sales activity through proactive calls to external customer, illustration support, case design and competitive positioning.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.
Manage territory with external partner to meet or exceed sales goals
Conduct consultative, relationship-building sales calls via the telephone with financial advisors and other licensed professionals
Respond to technical product and competitive positioning questions as appropriate.
Offer sales ideas and other forms of marketing support to external wholesaler and clients
Handle daily territory management tasks to ensure maximum business efficiency
Make daily proactive outbound sales calls regarding Prospecting/Profiling, follow-up, thank you calls and time sensitive campaigns
Deliver presentations to clients individually or in groups via LiveMeeting and web conferences
Maintain a territory focus report to project monthly sales
Generate hypothetical illustrations
Identify sales opportunities and advisor needs, cross-sell ideas and introduce
Maintain integrity of SalesForce.com system
Act as a liaison for escalated pre-sale issues w/our manufacturing partners
Meet and exceed minimum activity requirements
Develop and maintain productive relationships with enterprise partners by working cooperatively with Underwriting, New Business, Licensing and Customer Service
Provide policy review support
Provide case design support
ADDITIONAL POSITION RESPONSIBILITIES
Act as liaison for post sale escalated issues
Carries out duties in compliance with all state and federal regulations and guidelines. Complies with all company and site policies and procedures.
Remains current in profession and industry trends.
Makes a positive contribution as demonstrated by:
making suggestions for improvement
learning new skills, procedures and processes.
Performs other duties as required.
Job Requirements
QUALIFICATIONS
EDUCATION and/or EXPERIENCE
BA/BS degree or 2 years of work experience in a corporate environment
FINRA Series 6, 63, State Life, Health and Long Term Care Insurance Licenses or successfully obtain within 90 days of hire
Industry designations (CLU, ChFC, CFP) preferred
LEADERSHIP EXPECTATIONS
Must demonstrate experience in the following:
Strategic Skills, Innovation, Diversity & Inclusion, Enterprise Thinking, Relationship Building, Talent Management, Execution, and Optimism.
TECHNICAL SKILLS
LANGUAGE SKILLS
Ability to read and interpret documents such as policies, proposals, claims, and standard operating procedures.
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, and/or governmental regulations.
Ability to write reports and business correspondence, policies, renewals and proposals.
Ability to effectively present information and respond to questions from groups of managers, clients, customers, the general public, and/or any applicable regulatory organization.
MATHEMATICAL SKILLS
Apply concepts such as fractions, percentages, ratios and proportions to practical solutions.
Work with mathematical concepts such as averages and/or variances.
REASONING ABILITY
Ability to interpret and apply common sense understanding to carry out a variety of instructions furnished in written, oral, or diagram form
Ability to solve problems and deal with a variety of concrete variables in situations where only limited standardization exists
Define problems, collect data, establish facts and draw valid conclusions
Evaluate trends in analytical data
OTHER SKILLS and ABILITIES
Excellent written/oral communication skills
Demonstrated strong interpersonal skills
Targets and achieves results; sets challenging goals; prioritizes tasks; overcomes obstacles; accepts accountability; sets team standards and responsibilities; provides leadership/motivation.
Computer skills:
Microsoft Office Suite (Word, Excel, PowerPoint, & Outlook)
Successfully completes regulatory and job training requirements.
Ability to perform under stress in cases of emergency, critical or hazardous situations.
Ability to work with others in a team environment.
TRAVEL REQUIREMENTS
Amount: Minimal
PHYSICAL DEMANDS
While performing the duties of this job, the employee is frequently required to sit, use hands to finger, handle and feel, and talk and hear.
Additional Details
How To Apply
Only on-line applications will be considered.
Lincoln Financial Group (LFG) is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, veterans status, or genetic information. Opportunities throughout LFG are available to employees and applicants and are evaluated on the basis of job qualifications. We have a drug free work environment and we perform pre-employment substance abuse testing.
Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates.
Lincoln Shared Values: Integrity, Commitment to Excellence, Responsibility, Respect, Fairness, Diversity, Employee Ownership.
Lincoln Affiliates Lincoln Financial Distributors
Lincoln Financial Distributors
2nd Location
If you apply to one of Lincolns positions, please be sure to indicate that you heard about the job on GettingHired.com.
Details:
Job Id:
30578154
Posted / Updated:
3/27/2012 3:39:24 AM
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