Job Description

Lincoln Investment recognized as one of Philadelphia's Top Workplaces for fifteen years, is an independent broker dealer and registered investment advisor that offers brokerage, investment advisory and other financial services. Lincoln has over 1,000 financial advisors nationwide and we serve over 350,000 clients representing over $36 billion in assets. We are a majority family-owned financial services firm that regards our employees as integral players in our continuous growth. Lincoln Investment's success is built upon our dedication to helping people retire well and promoting a work environment that fosters success. Our financial strength and profitability are natural results of "helping people, having fun, and enjoying success." Lincoln Investment offers a competitive compensation and benefits package. Our Home Office is conveniently located in Fort Washington, PA, just outside of Philadelphia.
Basic Function: This role requires both a creative, entrepreneurial mindset as well as the proven ability to tactically support a frontline of sales professionals. This individual will work alongside of advisors in every aspect of the new business process, and they will also assist in the strategic planning process to help shape the insurance program as it grows.
Responsibilities:
• Work with advisors across Lincoln locations to generate insurance business. This will include assisting with training and education, working with advisors to plan, quote, submit and issue new business, and interacting directly with clients in partnership with advisors.
• Act as a contact and liaison with carrier partners, BGAs and IMOs.
• Understand and support the advisor-client relationship in all aspects of the business.
• Develop key relationships with advisors, support staff and members of the Lincoln organization to help promote the insurance business.
• Assist with strategic planning and goal setting.
Knowledge/Experience:
• 3+ years of a documented, successful sales track record in the insurance industry.
• Life licensed in applicable states and Series 6 and 63 preferred.
• Experienced with working in a partner referral environment. Wholesale experience is a plus.
• Must be willing and able to travel routinely to advisor offices and client meetings.
• Expert level user of online engagement tools (TEAMS, Zoom, etc.) and the ability to conduct professional meetings from a home office.
• Participate in the advisor recruiting process.
• Leadership experience is preferred with a proven track record to motivate and move others with your goals and vision.
Skills:
• Strong written and oral communication
• Ability to interact with people at all levels
• Strong problem solving skills
• Detail oriented
• Ability to manage multiple tasks while still meeting required deadlines
• Organizational and time management skills
• Flexibility
• Customer service orientation
• Ability to understand new concepts quickly and communicate them to others
Education/Training:
• Bachelor’s degree in Finance, Business, or equivalent work experience.

Physical/Other Requirements:
• May sit at work station for extended periods of time; may view computer screen for extended periods of time. Periods of fast pace are normal, particularly when working to meet deadlines.
• Travel required
Lincoln Investment is an equal opportunity employer. Lincoln Investment prohibits discrimination and harassment of any type and affords equal employment opportunities to employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law. Lincoln Investment conforms to the spirit as well as to the letter of all applicable laws and regulations.