Internal Wholesaler - MoneyGuard

Lincoln Financial Group Wayne, PA
Alternate Locations: Radnor, PA (Pennsylvania)

Relocation assistance is not available for this opportunity.

Requisition #53102

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 an Internal Wholesaler, you are responsible for making daily calls to your territory with the goal of increasing sales through partnership with your external wholesaler.


* Sales and Service

* Fields inbound calls from our advisors/partners regarding product questions

* Runs product illustrations

* Attends client conference calls

* Proactively prospects for new business

* Plans and executes active marketing campaigns within your territory

* Partners with external wholesaler to develop business plans designed to increase territory sales

* Coordinates with external wholesaler on sales ideas, sales activities and minor administration tasks

* Resolves service and other business related issues

* Adhere to LFD's Culture of Compliance; comply with LFD's policies and procedures


* Undergraduate degree or 4+ years of comparable work experience required

* FINRA Series 6 or 7, Series 63 or 66 and Resident insurance licenses required


* 1-3+ years of experience in Financial Services Sales that directly aligns with the specific responsibilities for this position

* Education, experience and/or proficiency in Sales, Customer Service, Financial Services required

* 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

Nearest Major Market: Philadelphia