Senior Financial Professional

The Bergin Agency, based in Cranford, NJ, is looking for qualified Financial Professionals. A locally owned, independent, full-service client centric financial and retirement planning firm, we have been providing services to clients since 1990. Professionals with the firm provide guidance and innovative solutions for the investment and retirement planning needs of employees of non-profit employers through a holistic and integrated approach. The firm is affiliated with the Lincoln Investment Companies, a privately held broker-dealer/register investment adviser with over $40 billion in total assets.

If you have an entrepreneurial spirit, a passion to grow your own business, and enjoy helping people reach their financial goals, then perhaps this is the opportunity you’ve been waiting for. This position will work extensively in the 403(b) marketplace. The successful candidate will have the opportunity to acquire new clients in existing workplace contracts.

Highlights:

• Existing qualified territories in North Jersey Area
• NO COLD Calling required
• VERY competitive product offering
• Renewal income stream on almost every product
• Both in-person and digital marketing platforms available
• This is a potential succession plan opportunity

Qualified candidates will:

• Display the ability to be a self-starter/entrepreneur and demonstrate skill with relationships and the key competencies required to be a successful FA
• 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
• Be an established, consummate professional always, both internally with our team and externally with the public
• Provide clients with a full range of investment and insurance solutions

Desired Skills and Experience:

• At least 3 years financial sales experience preferred
• Bachelor’s degree preferred
• Ability to build and manage client relationships
• 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
• Clean U-4 and must be a member in good standing with all regulatory authorities

About Lincoln Investment:

Lincoln Investment is an independent broker dealer and registered investment advisor that offers brokerage, investment advisory and other financial services. Lincoln has over 1,000 financial advisors nationwide and we serve over 355,000 clients representing over $40billion in assets. We are a majority family-owned financial services firm that regards our employees as integral players in our continuous growth. Lincoln Investment's success is built upon our dedication to helping people retire well and promoting a work environment that fosters success. Our financial strength and profitability are natural results of "helping people, having fun, and enjoying success."Tips: Provide a summary of the role, what success in the position looks like, and how this role fits into the organization overall.