Life Associate Wholesaler - PPLI

Lincoln Financial Group; Radnor (Delaware County); Remote; USD 135,000 - 185,000; Full time

Benefits offered by this job

Leadership development

Tuition assistance

Health coaching

Employee assistance program

Work arrangements that fit you

Job summary

Lincoln Financial Group is seeking a Wholesale Sales professional to build and manage key relationships with sales clients and promote Lincoln's products across assigned territory. You will collaborate with internal teams to ensure smooth processing from sale to issuance, visit firms to drive targets, and develop strategic plans to grow revenue and market share.

The role requires 1-3+ years wholesale experience, FINRA licensing, and a Bachelor’s degree or equivalent.

Qualifications

• 1-3+ years wholesale/varied sales experience.
• FINRA SIE, Series 6 & Series 63 required on hire.
• Bachelor's degree or equivalent work experience.

Responsibilities

• Builds and maintains strong relationships with sales clients to meet goals.
• Collaborates with internal stakeholders to process sold products from sale to issuance.
• Conducts site visits to assigned firms to achieve sales targets.
• Cultivates and maintains client relationships within the territory.
• Develops plans to promote Lincoln's products and enhance sales effectiveness.
• Executes sales plans to increase revenue and market share within firms.

Skills

Problem solving

Verbal communication

Written communication

Adaptability

Education

Bachelor's degree or equivalent

Tools

FINRA SIE

Series 6

Series 63

Life & Health license

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.

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.

Select how often (in days) to receive an alert:

Alternate Locations: Radnor, PA (Pennsylvania); Greensboro, NC (North Carolina); Hartford, CT (Connecticut)

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 #:76889

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 SIE, Series 6, Series 63, and Life & Health 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

Application Deadline

Applications for this position will be accepted through December 31, 2026, subject to earlier closure due to applicant volume.

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$135,000 - $185,000with 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.