Requisition #: 76262 The Role at a Glance As the Financial Services Sales Representative for MoneyGuard, you will build and maintain business relationships with advisors who market our products and ...
Requisition #: 76262 The Role at a Glance As the Financial Services Sales Representative for MoneyGuard, you will build and maintain business relationships with advisors who market our products and ...
Financial Services Sales Representative - MoneyGuard
Radnor, PA · On-site
$44K - $81K/yr
Requisition #: 76262 The Role at a Glance As the Financial Services Sales Representative for MoneyGuard, you will build and maintain business relationships with advisors who market our products and ...
Financial Services Sales Representative - MoneyGuard
Radnor, PA · On-site
$44K - $81K/yr
Requisition #: 76262 The Role at a Glance As the Financial Services Sales Representative for MoneyGuard, you will build and maintain business relationships with advisors who market our products and ...
Financial Services Sales Representative
Washington, DC · Remote
$1.0K - $10K/mo
We're looking for an experienced, licensed Life Insurance Sales Specialist ready to make a real ... service, helping clients manage their risks, protect their assets and secure their financial future.
Quick apply
Financial Services Sales Representative
Washington, DC · Remote
$1.0K - $10K/mo
We're looking for an experienced, licensed Life Insurance Sales Specialist ready to make a real ... service, helping clients manage their risks, protect their assets and secure their financial future.
Financial Services Sales Representative - MoneyGuard
Radnor, PA · On-site
$44K - $81K/yr
Requisition #: 76262 The Role at a Glance As the Financial Services Sales Representative for MoneyGuard, you will build and maintain business relationships with advisors who market our products and ...
Financial Services Sales Representative - MoneyGuard
Radnor, PA · On-site
$44K - $81K/yr
Requisition #: 76262 The Role at a Glance As the Financial Services Sales Representative for MoneyGuard, you will build and maintain business relationships with advisors who market our products and ...
Financial Services Sales Representative
Washington, DC · Remote
$1.0K - $10K/mo
We're looking for an experienced, licensed Life Insurance Sales Specialist ready to make a real ... service, helping clients manage their risks, protect their assets and secure their financial future.
Quick apply
Financial Services Sales Representative
Washington, DC · Remote
$1.0K - $10K/mo
We're looking for an experienced, licensed Life Insurance Sales Specialist ready to make a real ... service, helping clients manage their risks, protect their assets and secure their financial future.
Our Financial Services Sales Representatives , utilize a values based approach and market primarily by introduction. We are supported by a marketing staff that is trained to do the back-office work ...
Quick apply
Our Financial Services Sales Representatives , utilize a values based approach and market primarily by introduction. We are supported by a marketing staff that is trained to do the back-office work ...
Our Financial Services Sales Representatives , utilize a values based approach and market primarily by introduction. We are supported by a marketing staff that is trained to do the back-office work ...
Our Financial Services Sales Representatives , utilize a values based approach and market primarily by introduction. We are supported by a marketing staff that is trained to do the back-office work ...
Financial Services Sales Representative - Life Insurance
Greensboro, NC · On-site
$44K - $81K/yr
Requisition #: 76075 The Role at a Glance As the Financial Services Sales Representative for the Life Insurance team, you will build and maintain business relationships with advisors who market our ...
Financial Services Sales Representative - Life Insurance
Greensboro, NC · On-site
$44K - $81K/yr
Requisition #: 76075 The Role at a Glance As the Financial Services Sales Representative for the Life Insurance team, you will build and maintain business relationships with advisors who market our ...
Our Financial Services Sales Representatives , utilize a values based approach and market primarily by introduction. We are supported by a marketing staff that is trained to do the back-office work ...
Quick apply
Our Financial Services Sales Representatives , utilize a values based approach and market primarily by introduction. We are supported by a marketing staff that is trained to do the back-office work ...
The successful candidate will be responsible for managing client relationships, revenue growth and customer satisfaction in the Financial Services industry. You will be a true hunter and maintaining ...
The successful candidate will be responsible for managing client relationships, revenue growth and customer satisfaction in the Financial Services industry. You will be a true hunter and maintaining ...
The successful candidate will be responsible for managing client relationships, revenue growth and customer satisfaction in the Financial Services industry. You will be a true hunter and maintaining ...
Quick apply
The successful candidate will be responsible for managing client relationships, revenue growth and customer satisfaction in the Financial Services industry. You will be a true hunter and maintaining ...
Insurance and Financial Services Position - State Farm Team Member
Broken Arrow, OK · On-site
$30K - $75K/yr
As an Insurance and Financial Services Sales Representative for Richele Jackson State Farm, you are vital to our daily business operations and customers' success. You grow our agency through ...
Quick apply
Insurance and Financial Services Position - State Farm Team Member
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As an Insurance and Financial Services Sales Representative for Richele Jackson State Farm, you are vital to our daily business operations and customers' success. You grow our agency through ...
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Kansas City, KS · Remote
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We are seeking a Sales & Marketing Representative - Financial Services - Work from Home to join our team! This is not a corporate job, you have the freedom to work a schedule that fits your life. The ...
Quick apply
Sales & Marketing Representative - Financial Services - Remote Options
Kansas City, KS · Remote
$1.0K - $60K/yr
We are seeking a Sales & Marketing Representative - Financial Services - Work from Home to join our team! This is not a corporate job, you have the freedom to work a schedule that fits your life. The ...
Be Seen First
Sales & Marketing Representative - Financial Services - Remote Options
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We are seeking a Sales & Marketing Representative - Financial Services - Work from Home to join our team! This is not a corporate job, you have the freedom to work a schedule that fits your life. The ...
Quick apply
Be Seen First
Sales & Marketing Representative - Financial Services - Remote Options
American Fork, UT · Remote
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We are seeking a Sales & Marketing Representative - Financial Services - Work from Home to join our team! This is not a corporate job, you have the freedom to work a schedule that fits your life. The ...
Sales & Marketing Representative - Financial Services - Remote Options
Kansas City, MO · Remote
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We are seeking a Sales & Marketing Representative - Financial Services - Work from Home to join our team! This is not a corporate job, you have the freedom to work a schedule that fits your life. The ...
Quick apply
Sales & Marketing Representative - Financial Services - Remote Options
Kansas City, MO · Remote
$1.0K - $60K/yr
We are seeking a Sales & Marketing Representative - Financial Services - Work from Home to join our team! This is not a corporate job, you have the freedom to work a schedule that fits your life. The ...
Sales & Marketing Representative - Financial Services - Remote Options
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We are seeking a Sales & Marketing Representative - Financial Services - Work from Home to join our team! This is not a corporate job, you have the freedom to work a schedule that fits your life. The ...
Quick apply
Sales & Marketing Representative - Financial Services - Remote Options
Wichita, KS · Remote
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We are seeking a Sales & Marketing Representative - Financial Services - Work from Home to join our team! This is not a corporate job, you have the freedom to work a schedule that fits your life. The ...
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$48K/yr
Appreciation Job Summary We are seeking experienced Financial Services and Sales Representatives. You will ultimately be responsible for working with customers to help them refinance their ...
Quick apply
Financial Services Representative
Englewood, CO · On-site
$48K/yr
Appreciation Job Summary We are seeking experienced Financial Services and Sales Representatives. You will ultimately be responsible for working with customers to help them refinance their ...
Our Financial Services Sales Representatives , utilize a values based approach and market primarily by introduction. We are supported by a marketing staff that is trained to do the back-office work ...
Our Financial Services Sales Representatives , utilize a values based approach and market primarily by introduction. We are supported by a marketing staff that is trained to do the back-office work ...
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Sales Representative - Insurance & Financial Services Position Overview: As a team member for Sandra Suarez State Farm, you will be responsible for promoting our team, our insurance products, and ...
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Sales Representative - Insurance & Financial Services Position Overview: As a team member for Sandra Suarez State Farm, you will be responsible for promoting our team, our insurance products, and ...
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Financial Services Sales Representative information
See salary details
$22K - $29.3K
2% of jobs
$29.3K - $36.5K
5% of jobs
$36.5K - $43.8K
11% of jobs
$51.1K is the 25th percentile. Wages below this are outliers.
$43.8K - $51.1K
6% of jobs
$51.1K - $58.4K
3% of jobs
$58.4K - $65.6K
1% of jobs
$65.6K - $72.9K
1% of jobs
$72.9K - $80.2K
19% of jobs
The median wage is $80.6K / yr.
$80.2K - $87.5K
20% of jobs
$89.8K is the 75th percentile. Wages above this are outliers.
$87.5K - $94.7K
20% of jobs
$94.7K - $102K
11% of jobs
$22K
$74K
$102K
How much do financial services sales representative jobs pay per year?
What is the role of a financial sales representative?
What Does a Financial Services Sales Representative Do?
A financial services sales representative fulfills both a sales and customer service role by handling almost all client needs for your portfolio of customers. Your daily duties include advising clients on investments and related products, transferring funds, and monitoring economic trends and financial markets to provide sound advice and informed services. Rather than buying and selling on the market, you spend your time contacting current and prospective clients to introduce and recommend solutions and services, including the servicing of accounts. In addition to working with clients, your responsibilities also include working with financial analysts working on caseloads to meet sales and client targets.
What is a financial services sales representative?
Can you make $500,000 a year in sales?
What are the key skills and qualifications needed to thrive as a Financial Services Sales Representative, and why are they important?
What jobs pay 4000 a week without a degree?
What does a Financial Services Sales Representative do?
How do Financial Services Sales Representatives typically balance meeting sales targets with providing personalized client solutions?

$44K - $81K/yr
Other
Medical, Retirement, PTO
Posted 19 days ago
Lincoln Financial rating
7.4
Based on 73 frontline employees who took The Breakroom Quiz
220th of 298 rated insurance
Job description
Alternate Locations: Radnor, PA (Pennsylvania)
Work Arrangement:
Hybrid : Employee will work 3 days a week in a Lincoln office
Relocation assistance: is not available for this opportunity.
Requisition #: 76262
As the Financial Services Sales Representative for MoneyGuard, 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.
- Developing and maintaining an understanding of the MoneyGuard products, services, and operational structure to enhance ability to identify and target sales growth opportunities.
- Providing product and illustration sales support on Lincoln's products & services (including sales support tools, marketing ideas, etc.) to assigned Advisors, Registered Representatives, Brokers and/or Plan Sponsor/Participants.
- Building and maintaining business relationships through effective communication via 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.
Must-haves:
- Exceptional communication and relationship management skills
- FINRA SIE License - must obtain within 120 Days
- FINRA Series 6 License - must obtain within 120 Days
- FINRA Series 63 License - must obtain within 120 Days (if required by State)
- Resident Life & Health insurance licenses - must obtain within 120 Days
Nice-to-haves (Preferred):
- Sales or Customer Service experience
What's it like to work here?
At Lincoln Financial, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.
What's in it for you:
Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes
Leadership development and virtual training opportunities
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
The pay range for this position is $44,800 - $81,400 with anticipated pay for new hires between the minimum and midpoint of the range and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln's total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package.
About The Company
Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services.
With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach.
Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice.
Lincoln is committed to creating an inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
Follow us on Facebook, X, LinkedIn, Instagram, and YouTube. For the latest company news, visit our newsroom.
Be Aware of Fraudulent Recruiting Activities
If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.
Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Please contact Lincoln's fraud team at fraudhotline@lfg.com if you encounter a recruiter or see a job opportunity that seems suspicious.
Additional Information
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.
Any unsolicited resumes or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial are considered property of Lincoln Financial and are not subject to payment of agency fees.
Lincoln Financial ("Lincoln" or "the Company") 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, age, national origin or disability. Opportunities throughout Lincoln are available to employees and applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling (866) 922-6543.
This Employer Participates in E-Verify. See the E-Verify notices.
Este Empleador Participa en E-Verify. Ver el E-Verify avisos.
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About Lincoln Financial
Sourced by ZipRecruiter
Lincoln Financial Group, a Fortune 200 company with over 10,000 employees, provides advice and solutions that help empower Americans to take charge of their financial lives with confidence. Our core business areas - Life Insurance, Annuities, Retirement Plan Services and Group Protection - focus on supporting, preserving and enhancing over 17 million customer's lifestyles and retirement outcomes. Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. The company had $324 billion in end-of-period account values as of June 30, 2021. Ranked one of the Best Large Employers in America and Best Employers for Women by Forbes magazine as well as one of Newsweek's Most Responsible Companies, Lincoln Financial Group makes a serious investment in our employees' futures through a broad range of wealth accumulation and protection plans, health and wellness programs, and career development resources designed to help each individual reach their personal and professional goals.
Industry
Finance and insurance
Company size
5,001 - 10,000 Employees
Headquarters location
Radnor, PA, US
Year founded
1905