Remote External Wholesaler – Insurance & Finance Sales

Lincoln Financial; Houston (TX); On-site; USD 190,000 - 480,000; Full time

Benefits offered by this job

PTO/ parental leave

Competitive 401K and benefits package

Free financial counseling and health/E

Tuition assistance

Flexible work arrangements

Job summary

Lincoln Financial seeks an External wholesaler for MoneyGuard Insurance to develop and execute a business plan, driving sales growth across a multi-state Texas, Arizona, California, New Mexico, Oklahoma, Kansas, and Hawaii territory. You will engage senior contacts, build strategic relationships, and lead programs to increase market share.

You will collaborate with internal teams to ensure smooth processing from sale to issuance, conduct firm meetings, and work toward aggressive sales targets

Qualifications

• 3-5 years’ external sales experience in financial services.
• FINRA Series SIE, 6, 63, Life and Health as required licenses.
• Bachelor's degree or equivalent work experience.
• Analytical skills and close attention to detail for processing investment documents.
• Effective verbal and written communication skills.
• Ability to write grammatically correct routine business correspondence.
• Adaptability in a changing work environment.

Responsibilities

• Builds and directs a more complex relationship platform by identifying senior contacts within targeted firms to achieve profitable sales and Lincoln's product breadth growth.
• Collaborates with internal stakeholders to ensure proper processing from sale to issuance.
• Conducts firm/institution meetings and in-person meetings to achieve sales targets (due diligence meetings, one-on-one meetings, sponsorships).
• Develops knowledge of existing/targeted firms/institutions and value propositions.
• Develops and maintains a more complex sales program to increase sales revenue and market share in the territory.
• Increases penetration by growing relationships within existing firms/institutions.
• Maintains sales call data in systems and completes sales reports.
• Meets or exceeds department and sales goals for the territory.
• Uses expense budgets to maximize opportunities within the territory.
• Supports growth across Lincoln's product/service offerings and cross-selling opportunities.
• Adheres to Lincoln’s Culture of Compliance and policies.

Skills

External sales experience

Analytical skills

Communication skills

Education

Bachelor's degree

FINRA Series SIE, 6, 63, Life and Health

Job description

Lincoln Financial seeks an External wholesaler for MoneyGuard Insurance to develop and execute a business plan, driving sales growth across a multi-state Texas, Arizona, California, New Mexico, Oklahoma, Kansas, and Hawaii territory. You will engage senior contacts, build strategic relationships, and lead programs to increase market share.

You will collaborate with internal teams to ensure smooth processing from sale to issuance, conduct firm meetings, and work toward aggressive sales targets