Financial Services Sales Representative- Life





Alternate Locations: Greensboro, NC (North Carolina); Hartford, CT (Connecticut)


Relocation assistance is not available for this opportunity.


Requisition #21981


About the Company

Lincoln Financial Group provides advice and solutions that help empower Americans to take charge of their financial lives with confidence and optimism. Today, more than 17 million customers trust our retirement, insurance and wealth protection expertise to help address their lifestyle, savings and income goals, as well as to guard against long-term care expenses. Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE:LNC) and its affiliates. The company had $222 billion in assets under management as of March 31, 2015.


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 skillset to be able to do the following 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





  • Undergraduate degree or 4+ years of comparable work experience required
  • FINRA Series 6, 63 and resident insurance licenses required or must be obtained within 90 days of hire



  • 0-1+ years of experience in Sales that directly aligns with the specific responsibilities for this position
  • Education, experience and/or proficiency in Customer Service or Sales
  • A demonstrated track record of consistently meeting and/or exceeding performance expectations
  • Possesses a bias for action and avoids workplace distractions
  • Drives performance targets to completion



This position may be subject to Lincoln’s Political Contribution Policy.  An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln’s current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.



Lincoln Financial
Full time
Hartford, Connecticut 06101, US