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Sales Representative Trainee - Walnut Creek, CA

Lincoln Financial Group Walnut Creek, CA
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Job Description

Alternate Locations: Walnut Creek, CA (California)


Relocation assistance will be considered/provided for this opportunity within our company guidelines.



Requisition #39381


About the Company

Lincoln Financial Group provides advice and solutions that help empower people to take charge of their financial lives with confidence and optimism. Today, more than 17 million customers trust our retirement, insurance and wealth protection expertise to help address their lifestyle, savings and income goals, as well as to guard against long-term care expenses. Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates.

The Role

 

 

The Sales Rep Trainiee is responsible for learning how to build effective relationships with assigned Advisors, Registered Representatives, Brokers, &/or Plan Sponsor/Participants. In an apprentice-like setting, this role will focus on developing skills for sales quoting, maintaining business relationships, and executing basic sales plans to potentially advance in his/her career to the Sales Representative level in an assigned territory.

 

 

Responsibilities

  • Attends product training sessions.
  • Attends training to become competent in enrollments, sales quoting, sold cases, and renewal objectives.
  • Learns the back office sales support tools and processes for achieving sales goals.
  • Learns to build and maintain positive relationships with home office service teams, financial advisors, brokers, Registered Representatives, and key internal and external stakeholders.
  • Shadows Lincoln sales representatives on site visits.

 

Education & Experience

  • 1 - 3+ Years of sales experience.(Required)
  • 4 Year/Bachelors degree or equivalent work experience (4 years of experience in lieu of Bachelors) (Minimum Required)

 

Certifications

  • Upon Hire Certifications/Licensures : Licenses dependent upon product being supported with specified time frame.

 

Travel Information

  • Travel Type :Regional Domestic
  • Travel Amount :up to 50%

#LI-POST


This position may be subject to Lincolns Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincolns current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.

Lincoln Financial Group (LFG) is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, veterans status, or genetic information. Applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling 260-455-2558.

Job Details

Date Posted August 31, 2017
Date Closes September 30, 2017
Requisition 39381-en_US
Located In Walnut creek, CA
Department Sales Management
SOC Category 00-0000.00
Location