Lincoln Financial Distributors Lfd Work Values

Daily Duties at Lincoln Financial Distributors Lfd:

Territory Manamgement - Managed expenses, balanced time in the field with time in the office. Set and met personal activity goals. Managed Relationships making sure current producers are Happy and producing. Growing sales in the territory through Recruiting and Hiring New Producers. Meet Sales Goals through driving production in the territory by identifying business in Agents books of business. Help Producers Identify in their book of business the Clients that are that might be a good fit for our Long-term care product. Did point of sale directly to clients. Sold LTC(MoneyGuard) to Wire House, Bank and independent channels across Orange County and San Diego regions. Managed Key Accounts with Edward Jones, Smith Barney, Merrill Lynch, Wachovia, US Bank, Morgan Stanley and UBS. Cold Calling and Setting Appointments daily. Organized Lunch and Learns. I where I brought in lunch and did a presentation on my product. Spoke to entire offices of people. Went in to the large wire houses and knocked on doors to introduce myself and pitch my product. Educated producers on the product and the different Kinds of Long-term Care.

What they like about Lincoln Financial Distributors Lfd:

Working for a company with an emphasis on social values and helping society is a clear and important priority for you - a critical factor in who you choose to work for. In contrast to other factors, you place an organization's reputation for fairness and concern for the community above most other aspects of the company. As you search for a new job opportunity, it is usually possible to find out if the company is involved in the community and/or if it is addressing problems and issues in society. Pay special attention to non-profit organizations and those specifically involved in social action. Moreover, speaking with current and former employees should enlighten you to perceptions of the fairness of the company's leaders and the treatment of employees.

Tags

Series 6, Life Insrance License, Wholesaler, Sales Director, Marketer, Internal Marketer, External Marketer, Case Design, Inside Sales, Regional Sales Director, Insurance, illustrator, maintain relationships, working knowledge of life insurance, critical thinker, strong time management, Deep understanding life insurance products and structure, Strong interpersonal and communication skills, Networking, Negotiating/closing, Business Building, Relationship Management, Award-Winning results, M Financial Group, inside corporate sales, highly motivated, highly dedicated, Proven track record, Internal Wholesaler, Relationship Manager, Life Insurance, Provide concierge level of personal service, exhibits the highest level of personal character and integrity, Leader, Problem-Solver, Self starter, Strong project management, Able to meet deadlines, Motivation, Customer Service, Territory Management, Online Training, Presentations, Think out of the box, Goal setter, Planner, Effective listener, understand customer needs, Excellent phone skills, passion to help others, have been on both sides of the fence, service and sales, both inside and outside sales experience, Strong Work Ethic, Sales Support, Strong Time Management skills, Willing to get any additional licenses or designations, Ability to evaluate circumstances and respond appropriately, Capable to work independently as well as in a team environment

Skills

Requirements Analysis & Specification, Leadership , Insurance Sales

These are some of the questions we asked our climbers about their experiences with Lincoln Financial Distributors Lfd: