Remote External Wholesaler – Retirement Plan Growth

Lincoln Financial Group; Oregon; Hybrid; USD 190,000 - 480,000; Full time

Benefits offered by this job

Leadership development

PTO/parental leave

401K and benefits

Financial counseling

Tuition assistance

Flexible work arrangements

Productivity tools training

Job summary

Lincoln Financial Group is seeking an External wholesaler for Retirement Plan Services to develop and execute a business plan for sales growth in Ohio and Kentucky. You will build and maintain relationships with senior contacts at targeted firms and institutions, directing external wholesale sales programs to increase revenue and market share.

You will meet sales targets, collaborate with internal teams to ensure smooth processing from sale to issuance, and conduct in-person meetings, due

Qualifications

• 3–5 years’ external sales experience in the financial services industry
• FINRA Series SIE, 6, 63, L&H license or equivalent work experience
• Must reside in the sales territory
• Analytical skills and close attention to detail are required
• Excellent verbal and written communication; ability to write routine business correspondence

Responsibilities

• Builds and directs a complex relationship platform by identifying senior contacts within targeted firms to achieve profitable sales and product growth
• Collaborates with internal stakeholders to ensure proper processing of all sold products from sale to issuance
• Conducts firm/institution meetings and in-person meetings to achieve sales targets
• Develops understanding of existing/targeted firms and value propositions to increase market share
• Maintains sales call data and completes sales reports
• Meets or exceeds department sales goals for assigned territory

Skills

External sales

Financial services

Communication

Analytical skills

Attention to detail

Education

Bachelor's degree

FINRA Series SIE/6/63

Job description

Lincoln Financial Group is seeking an External wholesaler for Retirement Plan Services to develop and execute a business plan for sales growth in Ohio and Kentucky. You will build and maintain relationships with senior contacts at targeted firms and institutions, directing external wholesale sales programs to increase revenue and market share.

You will meet sales targets, collaborate with internal teams to ensure smooth processing from sale to issuance, and conduct in-person meetings, due