Financial Professionals Wanted for Lincoln Investment

4 weeks ago


Boston, Massachusetts, United States Nbsalonspa Full time
Lincoln Investment Career Opportunities

At Lincoln Investment, we are seeking a talented Financial Professional to join our team in the Greater Boston area. As a Financial Professional, you will have the opportunity to work closely with a senior Financial Professional with an existing book of clients, providing a wide range of investment and insurance solutions to clients.

Key Responsibilities:
  • Display the ability to be a self-starter/entrepreneur and demonstrate high skill with relationships and the key competencies required to be a successful Financial Professional.
  • Have the ability to generate leads; set and hold productive meetings; present and implement solutions; and be proactive in providing ongoing client support and service.
  • Understand that our value lies in the depth of client relationships and is exceptional at developing them.
  • Be an established, consummate professional at all times, both internally with our team and externally with the public.

Requirements:
  • 2-4 yrs. financial services sales experience preferred.
  • Bachelor's degree required.
  • Excellent written and oral communication skills.
  • FINRA Series 7 and 66 preferred.
  • FINRA Series 6, 63 and 65 may be considered for exceptional candidates.
  • State insurance license.


About Lincoln Investment
Lincoln Investment is a full-service investment planning firm whose financial advisors offer a wide variety of retirement plan accounts, investment advisory services, college savings plans, insurance products and non-qualified investments. For over 50 years, we have been helping investors to work toward their financial goals.

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