Financial Advisor / Sales Representative, Series 6 or 7
Lincoln Investment Planning, Inc.-Dallas, TX, 75201
Financial Representative/Advisor Financial Representatives with Lincoln Investment Planning, Inc. provide professional guidance and innovative solutions for the retirement planning needs of teachers and other non-profit employees. Lincoln Investment Planning Financial Representative Responsibilities: - Prospects for new clients (phone, in-person, group meetings, workshops, etc.). - Public speaking (presentations). - Enrolls (sells) new clients (one-on-one, in-person). - Conducts existing client account reviews. - Analyzes investment performance data. - Prepares for future sales/enrollment p...