Fixed Annuity Associate Wholesaler

Lincoln Financial Group; Greensboro, Northern (NC, KY); On-site; USD 80,000 - 168,000; Full time

Job summary

Lincoln Financial Group is seeking a wholesale sales professional to manage key sales clients and targets in the Greensboro/Charlotte, NC area. This remote role supports firms from a home office outside a commutable distance to an Lincoln office, with relocation not available.

You will collaborate with internal teams to process sold products, conduct site visits, and develop plans with partners to enhance sales and market share. Strong FINRA licenses and a Bachelor's degree are required.

Qualifications

• 1–3+ years of wholesaling experience
• FINRA SIE, Series 6 and 63 license required on hire
• Bachelor's degree or equivalent work experience
• Must reside in the territory or posted location
• Strong problem-solving and critical thinking skills
• Excellent verbal and written communication skills
• Ability to adapt quickly in a changing work environment

Responsibilities

• Builds and maintains strong business relationships with key sales clients to meet sales goals
• Collaborates with internal stakeholders to ensure proper processing of sold products
• Conducts site visits to assigned firms to achieve sales targets
• Develops and executes plans to promote Lincoln's products and optimize sales
• Develops sales plans to increase revenue and market share
• Maintains collaborative relationships with internal stakeholders to reach sales objectives
• Meets or exceeds department and sales targets for the territory
• Provides presentations and education on products to assigned firms
• Utilizes budgets and collaborates on marketing materials
• Adheres to Culture of Compliance and company policies

Skills

Wholesaling

FINRA SIE/Series 6/63

Bachelor's degree

Territory residency

Problem solving

Verbal & written communication

Adaptability

Education

Bachelor's degree

Job description

Alternate Locations: Charlotte, NC (North Carolina); Greensboro, NC (North Carolina)

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 #:76527

The Role at a Glance

What you'll be doing

• Builds and maintains strong business relationships with key sales clients to meet or exceed established sales goals, quotas, targets or objectives for assigned area(s) of responsibility
• Collaborates with internal stakeholders to ensure the proper processing of all sold products from time of sale to issuance
• Conducts site visits to assigned firms/institutions to achieve sales targets
• Cultivates, manages, and maintains firm/institution client relationships within assigned territory
• Develops and executes plans to select appropriate key partners to promote Lincoln's products/services and optimize sales effectiveness
• Develops and executes sales plans to increase sales revenue and market share within assigned firms/institutions
• Develops and maintains collaborative relationships with internal stakeholders to achieve sales objectives
• Meets or exceeds all department and/or sales goals/targets for his/her assigned territory
• Provides presentations, information, education, training, and advice on company's products and services to assigned firms/institutions
• Provides sales support tools, sales and marketing ideas on Lincoln's products/offerings to assigned firms/institutions
• Utilizes expense budgets to set limits and maximize sales opportunities within assigned territory. Collaborates with internal stakeholders on proposals and/or distribution of relevant marketing materials
• Adhere to LFDs Culture of Compliance. Comply with LFDs policies and procedures

What we're looking for

Must-Haves

• 1-3+ years of experience in wholesaling that aligns with the specific responsibilities for this position.
• FINRA Series SIE, 6, and 63 License required upon hire
• Bachelor's degree or equivalent work experience
• Must live in territory or posted location
• Strong problem-solving and critical thinking skills, with the ability to identify the appropriate resources and tools to drive solutions.
• Effective verbal and written communication skills
• 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 andleadership attributes

Leadership development and virtual training opportunities

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$80,000 - $168,000with 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.

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].

This Employer Participates in E-Verify. See the E-Verify notices.