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300 Delaware Ave, Wilmington, De 19801
800.279.1540
info@fjscap.com
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(800) 279-1540

300 Delaware Ave Ste 210 Wilmington, Delaware 19801

Mon - Sat 8.00 AM - 6.00 PM

 

Wealth Advisor

Wealth Advisor

Posted 7 months ago

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

Requirements

Education

  • Undergraduate degree or 4+ years of comparable work experience required
  • FINRA Series 6, 63, 65  and resident insurance licenses required or must be obtained within 90 days of hire

Experience

  • 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

Email resume to: careers@fjscap.com

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