External Wholesaler - Retirement

Lincoln Financial Group; United States; Remote; USD 190,000 - 480,000; Full time

Benefits offered by this job

PTO / parental leave

Competitive 401K

Free financial counseling

Tuition assistance

Work arrangement flexibility

Job summary

Lincoln Financial Group in the United States is seeking an External Wholesaler for Retirement Plan Services to develop and implement sales plans in the southern Texas territory. This remote role emphasizes building senior-level relationships with financial firms and delivering Lincoln's product breadth.

You will collaborate with internal teams to process sales from offer to issuance, meet sales targets, and manage territory budgets while leveraging Lincoln's incentive programs and benefits

Qualifications

• 3–5 years' external sales experience in financial services.
• FINRA Series SIE, 6, 63, L&H.
• Must reside in sales territory.

Responsibilities

• Builds and directs complex relationship platforms with senior contacts.
• Collaborates with internal stakeholders to ensure proper processing from sale to issuance.
• Conducts firm meetings to achieve sales targets and sponsorship opportunities.
• Develops understanding of targeted firms and value propositions.
• Maintains a comprehensive external sales program to grow revenue and market share.
• Meets or exceeds department and sales targets and manages territory budgets.
• Supports cross-sell across Lincoln's product lines.

Skills

Sales experience

Analytical skills

Verbal and written communication

Education

Bachelor's degree or equivalent

Job description

Alternate Locations: Houston, TX (Texas)

Work Arrangement: Remote : Work at home employee residing outside of a commutable distance to an office location.

Relocation assistance: is not available for this opportunity.

Requisition #: 76318

The Role at a Glance

As an External wholesaler for Retirement Plan Services you will develop, direct, implement, and maintain a business plan to achieve sales and growth goals for your assigned external wholesale area(s) of responsibility. You will build, enhance, and direct the relationship with firms and/or institutions in your assigned territory of southern Texas. You will also build, direct, and maintain external wholesale sales programs/plans which result in an increase in sales revenue and market share within the assigned territory.

What you'll be doing

• Builds and directs a more complex relationship platform by identifying senior contacts within targeted firms to achieve profitable sales and Lincoln's product breath growth.
• Collaborates with internal stakeholders to ensure the proper processing of all sold products from time of sale to issuance.
• Conducts firm/institution meetings and in-person meetings to achieve sales targets. (e.g. due diligence meetings, one-on-one meetings, sponsorship and speaking opportunities).
• Develops a comprehensive understanding of existing/targeted firms/institutions including targeted market segments, how they operate, and/or value proposition(s) and is known by them.
• Develops and maintains a more complex sales program to increase sales revenue and market share within assigned area of responsibility.
• Increases penetration in territory of by optimizing and growing relationships within existing more complex firms/institutions.
• Maintains sales call data in appropriate systems and/or complete sales reports.
• Meets or exceeds all department and/or sales goals/targets for their assigned territory.
• Utilizes expense budgets to set limits and maximize sales opportunities within their assigned territory.
• Works effectively to support growth in all segments of Lincoln's products/service offerings to maximize and capitalize on the opportunities to cross sell and penetrate assigned firms/institutions.
• Adhere to LFDs Culture of Compliance. Comply with LFDs policies and procedures

What we're looking for

Must-Haves

• 3-5 years' external sales experience in the financial services industry that directly aligns with the specific responsibilities
• FINRA Series SIE, 6, 63, L&H
• Bachelor's degree or equivalent work experience
• Must reside in sales territory
• Analytical skills and close attention to detail is necessary to determine proper processing of investment documents
• Effective verbal and written communication skills
• Skill in writing grammatically correct routine business correspondence such as brief transmittal memoranda
• Ability to adapt quickly in a changing work environment

What's it like to work here?

At Lincoln Financial, 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

• Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes
• Leadership development and virtual training opportunities
• PTO/parental leave
• Competitive 401K and employee benefits
• Free financial counseling, health coaching and employee assistance program
• Tuition assistance program
• Work arrangements that work for you
• Effective productivity/technology tools and training

The pay range for this position is $190,000 - $480,000 with anticipated pay for new hires between the minimum and midpoint of the range and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln's total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package.

About The Company

Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services.

With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach.

Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice.

Lincoln is committed to creating an inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

Follow us on Facebook , X , LinkedIn , Instagram , and YouTube . For the latest company news, visit our newsroom .

Be Aware of Fraudulent Recruiting Activities

Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Please contact Lincoln's fraud team at [e-mail] if you encounter a recruiter or see a job opportunity that seems suspicious.

Additional Information

This position may be subject to Lincoln's Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln's current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.

Any unsolicited resumes or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial are considered property of Lincoln Financial and are not subject to payment of agency fees.

Lincoln Financial ("Lincoln" or "the Company") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex, age, national origin or disability. Opportunities throughout Lincoln are available to employees and applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling [phone].

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