Registered Representative Life and Annuity Contact Center Remote

Alternate Locations: US All Regions; Work from Home

Work Arrangement: Work from Home

Relocation assistance: : is not available for this opportunity.

Pay Range: $20.82 - $31.20

Bonus Potential: 5%

Requisition #: 69793

The Role at a Glance

We are excited to bring on a Registered Representative to join our contact center team supporting our Life and Annuity Operations organization in a work from home environment. This opportunity will allow you to utilize your experience with your Series 6, 26, 24 or 7 to assist customers on their policy or contract questions and needs.

Background Details

The Life and Annuity Operations Team will provide you with several weeks of paid training where you will gain knowledge and skills in a diverse number of products. In addition, you will also receive ongoing training, coaching and development to continue to perform and grow in this fast-paced environment. Lincoln will provide all equipment and a full course of systems as needed for your specific call type.

As a Registered Representative, you will be responsible for handling incoming calls from clients and servicing as the direct point of contact for customers to address more complex customer inquiries/ concerns while providing a superior customer service experience. You will build rapport with and educate our customers about their life or annuity contracts while utilizing multiple resources/databases. Our goal is to deliver a positive and memorable customer experience while helping our customers feel more confident about their financial future. If this sounds like a role for you, please read on!

What you'll be doing

• You will communicate with roughly 40-60 customers throughout the day, answering questions and providing information regarding their needs through the utilization of multiple applications and platforms. In addition, you will maintain customer confidentiality while complying with privacy regulations and meeting or exceeding internal quality and service standards.

• You will perform research to respond to customer inquiries and document customer interactions in the appropriate systems. You will escalate client service issues/concerns to more senior team members and or management.

• You will communicate effectively through phone/email with internal/external stakeholders in a customer centric and professional demeanor while recognizing what needs to be done to meet customers expectations.

• You will work independently by demonstrating flexibility/responsiveness to meet customer needs on routine work/requests.

• You will recognize general issues/concerns and identify/recommend process improvements to positively influence the team and quality.

• Training Schedule: Monday Friday 8:30am 5:00pm EST for first 4-6 weeks (no time off during training).

• Regular Schedule: Must be available to work 8-hour shifts Monday Friday with earliest start of 7:55 EST (work overtime as needed during peak volumes).

What we're looking for

Must-have experience (Required):

• High School Diploma or GED or minimum Associate degree in lieu of required experience.

• Active or inactive Series 6, 26, 24 or 7 License within the last 24 months.

• 3-5+ years of client service experience aligned with the responsibilities for this role OR for candidates with an Associate degree or above, 1 year of client service experience that directly aligns with the specific responsivities for this role.

• Ability to communicate effectively (verbal/written).

• Ability to work with others and demonstrate strong interpersonal skills.

• A strong passion for helping, servicing, and educating others while utilizing analytical skills and attention to detail.

• Organizational skills and ability to multitask.

• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and general computer navigation skills.

• Ability to adhere to policies, procedures, and guidelines.

Must-have capabilities:

• If on closing shift, must be able to work until queues are closed for the day. This would be no earlier than 6:05 EST.

• Must have ability to work from home in an environment conducive to being on the phone throughout the day.

• Must have internet bandwidth of 12 Mbps (Megabits per second). Preferred bandwidth is 25 Mbps to perform at full capacity. *To check internet speed, go to Google and type in Speed Test and simply select Run Speed Test . This will run for roughly 30 seconds. Once complete you will receive a display showing your internet bandwidth.

Nice-to have Experience (Preferred):

• Customer service experience or data entry experience while using multiple systems.

What s it like to work here?

At Lincoln Financial Group, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.

What s in it for YOU:

• A clearly defined career framework to help you successfully manage your career

• Leadership development and virtual training opportunities

• PTO/parental leave

• Competitive 401K and employee benefits ({removed}/misc/HR/Recruiting/BenefitsResourcesGuide.pdf)

• Free financial counseling, health coaching and employee assistance program

• Tuition assistance program

• A leadership team that prioritizes your health and well-being; offering a remote work environment and flexible work hybrid situations

• Effective productivity/technology tools and training

Work Arrangement

Work from Home : Employees will work from home and are not required to work in a Lincoln office on a regular basis.

Lincoln will evaluate the following when setting the successful candidate's wage rate:

Prior work or industry experience.

Education level to the extent education is relevant to the position.

Unique skills

About The Company

Lincoln Financial Group, a Fortune 200 company with over 10,000 employees, provides advice and solutions that help empower Americans to take charge of their financial lives with confidence. Our core business areas Life Insurance, Annuities, Retirement Plan Services and Group Protection focus on supporting, preserving and enhancing over 17 million customer s lifestyles and retirement outcomes.

Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporat.