Internal Wholesaler - Retirement

Lincoln Financial Group; Radnor (Delaware County); Hybrid; USD 80,000 - 168,000; Full time

Benefits offered by this job

Career pathing

Leadership training

Tuition assistance

Health and financial wellness

Job summary

Lincoln Financial Group in Radnor, PA is seeking a sales-focused professional to build relationships with key clients, drive territory growth, and manage end-to-end sales processes from lead to underwriting.

You will capture data, coordinate with stakeholders, and ensure compliance with regulations while delivering thoughtful solutions within the assigned territory. This hybrid role requires a 3-day office presence and a Bachelor’s degree with FINRA licensing upon hire.

Qualifications

• 1-3+ years in financial services sales or related roles.
• Strong interpersonal and collaboration skills.
• Proven ability to manage multiple priorities and deadlines.

Responsibilities

• Build and maintain relationships with key sales clients to meet goals.
• Capture and maintain sales data and generate reports.
• Coordinate with stakeholders to ensure proper processing from sale to issuance.

Skills

Sales experience

Relationship management

Team collaboration

Regulatory awareness

Education

Bachelor's degree

Tools

Microsoft Office

Job description

Be Aware of Fraudulent Recruiting Activities: Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.

Alternate Locations: Radnor, PA (Pennsylvania)

Work Arrangement:

Hybrid : Employee will work 3 days a week in a Lincoln office

Relocation assistance:is not available for this opportunity.

Requisition #:76814

What you'll be doing

• Building and maintaining strong business relationships with key sales clients to meet or exceed established sales goals, quotas, targets or objectives.
• Capturing and maintaining sales call data in appropriate systems and/or completes sales reports.
• Collaborating with internal stakeholders to ensure the proper processing of all sold products from time of sale to issuance.
• Collecting required complex information from the customers contacted or who contact you that is necessary to create sales proposals.
• Developing and maintaining a strong understanding of LFG's products, services and operational structure to enhance ability to identify and target sales growth opportunities.
• Developing and maintaining collaborative relationships with internal/external stakeholders to achieve sales objectives.
• Developing business on behalf of the Lincoln Financial Group (LFG) in a manner that supports a positive company image, in compliance with all required rules and regulations and ethical in all considerations.
• Entering collected information into appropriate systems that identifies which products may be offered to customers based upon more complex information provided.
• Identifying and recommending to management process improvements that reduce workloads or improve quality.
• Identifying, communicating and working with appropriate stakeholders to resolve any potential conflicts regarding Lincolns products/services.
• Maintaining knowledge on current and emerging developments/trends for assigned area(s) of responsibility, assessing the impact, and collaborating with management to incorporate new trends and developments in current and future solutions.
• May compile documents for forwarding to appropriate stakeholders for underwriting or processing.
• Meeting or exceeding all department, and sales and/or activity goals for your assigned territory.
• Partnering with key stakeholders to support the development of territory business plans designed to increase territory sales.
• Planning and executing marketing solutions within assigned territory.
• Receiving more complex internal leads and contacting potential customers or receiving contacts from customers generated by marketing activity.
• Serving as a resource to internal/external stakeholders.
• Carrying out duties in compliance with all state and federal regulations and guidelines, complying with all company and site policies and procedures.
• Performing other duties as required.

What we’re looking for

Must-haves:

• 1 - 3+ Years of experience in financial services sales, marketing and/or relationship management that directly aligns with the specific responsibilities for this position
• 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's)
• FINRA Series 6 and SIE licenses -Upon Hire
• Resident State Life & Health -Upon Hire
• Ability to perform under stress in cases of emergency, critical or hazardous situations.
• Ability to work with others in a team environment; demonstrates strong interpersonal skills with a collaborative style.
• Demonstrated ability to identify and recommend processes improvements.
• Demonstrated ability to identify, develop and implement processes improvements.
• Demonstrates excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail.
• Demonstrates strong relationship management skills with internal clients (e.g. management, peers and colleagues) and external clients.
• Demonstrates the ability to use sound judgment and discretion regarding confidential information.
• Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
• Successfully completes regulatory and job training requirements.

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.

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].

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