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Posted: Tuesday, January 16, 2018 4:52 AM

Job Description:/h3:
Lincoln Investment is growing
We are currently looking to add dynamic Financial Advisors in the Pittsburgh area.
Lincoln Investment Differences:
Are you tired of cold calling?
Do you value your independence?
Do you want the freedom to sell your choice of products?
Do you want to be financially rewarded for hard work?
Do you have the desire to make a positive impact in peoples lives every day?
Just as you work hard to help clients achieve their financial goals, Lincoln works equally hard to help financial professionals achieve their business and personal goals.
Be a part of Lincoln Investment:
Both regional and local award winning company
Privately held, family owned and professionally managed
40+ years of expertise as a full:service broker:dealer
We take care of our Representatives:
Ongoing training
Business management tools and client database management
We provide our Financial Representatives with:
Transition support
Two clearing options
Integrated technology
Business succession planning
Marketing support
Recognition events to celebrate your success
Independence without Compromise:
Unlimited earnings potential as an independent business owner
Strong business development assistance
Freedom to manage your business according to your own plan
Financial Representatives with Lincoln Investment provide professional guidance and innovative solutions for the investment planning, retirement and insurance needs of their clients.
Lincoln Investment Financial Representative Responsibilities:
Prospect for new clients (phone, in:person, group meetings, workshops, etc.)
Public speaking (presentations)
Enroll (sells) new clients (one:on:one, in:person)
Conduct existing client account reviews
Analyze investment performance data
Prepare for future sales/enrollment presentations
Develop, present and help implement financial plans
Analyze prospect suitability and investment objectives/needs
Present financial solutions (retirement, insurance, college planning, and investment)
Much of what our financial reps do is done on site at an employers (school district, college, etc.) location. You will probably spend approximately 80 of your time out of the office.
Requirements: Financial Sales Representative:
Track record of successful work experience for a period of five to seven years
FINRA Series 7 or 6 and 66 preferred or ability to acquire FINRA Series 7 or 6 and 66 registrations, and sometimes additional licensing
Ability to communicate effectively with co:workers and clients
Excellent written and oral communication skills
A bachelors degree is preferred, with five years of business experience and proven success in a previous career
We look for dynamic individuals with interest and/or experience as:
Financial Sales, Financial Planner, Financial Investments,
Investment Advisor, Investment Sales, Insurance Sales.
Company Description:/h3:
Lincoln Investment, a full:service broker:dealer and registered investment advisor, including Capital Analysts and Legend Advisory, registered investment advisors, serves the needs of more than 370,000 individual investors. Representing clients with more than 30 billion in assets, Lincoln Investment is a leading provider of retirement plans to school districts, universities, hospitals and other non:profit and community:based organizations. Over the years, we have expanded our focus to include individuals, employers, corporations, endowments and foundations.
The company is committed to helping individuals and families achieve financial well:being. Lincoln Investment is involved in more than 3,600 retirement plans and has clients investing almost 13 billion in fee:based asset management products. Lincoln Investments original commitment to long:term planning is one of the reasons the company is recognized as an industry leader. With the professional advice of

Source: https://www.tiptopjob.com/jobs/76628616_job.asp?source=backpage


• Location: Pittsburgh

• Post ID: 60400307 pittsburgh
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