About this role
This role is a consultative, phone-based Financial Services Wholesaling position supporting advisors marketing Lincoln life insurance products. You will answer broker questions, provide illustration and product sales support, and help drive individual and team sales goals.
Key Responsibilities
- Develop and maintain understanding of Life Insurance products and operational structure
- Provide product and illustration sales support to assigned advisors and brokers
- Build and maintain business relationships via email, phone, and in person
- Identify, recommend, and champion process improvements
- Respond to broker inquiries received via inbound calls
Technical Overview
No software stack is specified. The role centers on life insurance product knowledge, sales support (including illustrations), and compliance/licensing readiness with FINRA and resident Life & Health insurance requirements.
Ideal Candidate
The ideal candidate is a relationship-focused financial services professional who can support life insurance advisors through consultative phone conversations. They have strong communication skills and are prepared to obtain FINRA SIE, FINRA Series 6, and (if needed) FINRA Series 63 plus resident Life & Health insurance licenses within 120 days.
Must-Have Skills
Exceptional communication and relationship management skillsFINRA SIE License - must obtain within 120 DaysFINRA Series 6 License - must obtain within 120 DaysFINRA Series 63 License - must obtain within 120 Days (if required by State)Resident Life & Health insurance licenses - must obtain within 120 Days
Nice-to-Have Skills
Sales or Customer Service experience
Required Skills
Life Insurance product knowledgeSales supportIllustration sales supportHypothetical illustrationsBroker inquiriesInbound callsFINRA SIE LicenseFINRA Series 6 LicenseFINRA Series 63 LicenseLife & Health insurance licensingProcess improvementsEmail communicationPhone communicationIn person communicationRelationship management
Hard Skills
Life Insurance product knowledgeSales supportIllustration sales supportHypothetical illustrationsProduct features knowledgePerformance knowledgeLiterature requestsProcess improvementOrganizational initiativesBroker inquiriesInbound callsAdvisor supportRegistered Representative supportEmail communicationPhone communicationIn-person stakeholder communicationCustomer centric communicationFINRA SIE LicenseFINRA Series 6 LicenseFINRA Series 63 LicenseLife and Health insurance licensingResident Life & Health insurance licenses
Soft Skills
Exceptional communication skillsRelationship management skillsCustomer centric and professional demeanorEffective communication via emailphone and in personRelationship buildingAbility to identify and target sales growth opportunitiesProblem-solvingProcess improvement mindsetAbility to respond to broker inquiries
Certifications
Required
FINRA SIE LicenseFINRA Series 6 LicenseFINRA Series 63 LicenseResident Life & Health insurance licenses
Keywords for Your Resume
Financial Services Wholesaling RepresentativeLife Insurance teamconsultative phone-based positionbroker inquiriesinbound callsproduct featuresperformanceliterature requestshypothetical illustrationssales supportillustration sales supportemailphonein personprocess improvementsFINRA SIE LicenseFINRA Series 6 LicenseFINRA Series 63 LicenseLife & Health insurance licensesResident Life & Health insurance licensessales goalsteam sales goalsLife Insurancerelationship management
Deal Breakers
FINRA SIE License must be obtained within 120 Days, FINRA Series 6 License must be obtained within 120 Days, Resident Life & Health insurance licenses must be obtained within 120 Days, FINRA Series 63 License must be obtained within 120 Days if required by State
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