Financial Advisor / Sales Representative, Series 6 or 7

Financial Representatives with Lincoln Investment Planning, Inc. provide professional guidance and innovative solutions for the retirement planning needs of teachers and other non-profit employees.

Lincoln Investment Planning Financial Representative Responsibilities:

• Prospects for new clients (phone, in-person, group meetings, workshops, etc.).
• Public speaking (presentations).
• Enrolls (sells) new clients (one-on-one, in-person).
• Conducts existing client account reviews.
• Analyzes investment performance data.
• Prepares for future sales/enrollment presentations.
• Develops, presents and helps implement financial plans.
• Analyzes prospect suitability and investment objectives/needs.
• Presents financial solutions (retirement, insurance, college planning, and investment).

Much of what our financial reps do is done on site at an employer's (school district, college, etc.) location. You will probably spend approximately 80% of your time out of the office.

• Established business/territories
• Track record of successful work experience for a period of three to five years.
• Ability to acquire Series 7 or 6and 66 registration, and additional licensing needed to assist in building a career as a Financial Advisor.
• Ability to communicate effectively with co-workers and clients.
• Excellent written and oral communication skills.
• A bachelor's degree is preferred with five years of business experience and proven success in a previous career.