Remote External Wholesaler - Retirement Plan Services

Lincoln Financial Group; Lexington (KY); Remote; USD 190,000 - 480,000; Full time

Benefits offered by this job

Career tracks and leadership training

PTO/Parental leave

401K and benefits

Financial counseling and assistance

Tuition assistance

Flexible work arrangements

Productivity tools and training

Job summary

Lincoln Financial Group seeks an External Wholesaler for Retirement Plan Services to drive sales and growth across Ohio and Kentucky. You will build senior-level relationships, coordinate with internal teams for smooth processing from sale to issuance, and lead meetings to achieve targets.

Responsibilities include developing a comprehensive territory plan, expanding market share, maintaining pipeline data, and complying with Lincoln's culture of compliance. Remote work options are available.

Qualifications

• 3-5 years of external sales experience in financial services aligned with responsibilities.
• FINRA Series SIE, 6, 63; License/qualification requirement for the role.
• Bachelor's degree or equivalent work experience.
• Must reside in sales territory.
• Analytical skills and close attention to detail.
• Effective verbal and written communication skills.
• Ability to adapt quickly in a changing work environment.

Responsibilities

• Builds and directs a 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 of all sold products from time of sale to issuance.
• Conducts firm/institution meetings and in-person meetings to achieve sales targets.
• Develops a comprehensive understanding of existing/targeted firms/institutions including market segments and value propositions.
• Develops and maintains a more complex sales program to increase sales revenue and market share within the assigned area.
• Increases penetration in territory by optimizing and growing relationships within existing firms/institutions.
• Maintains sales call data in systems and completes sales reports.
• Meets or exceeds department and sales targets.
• Uses expense budgets to maximize sales opportunities.
• Supports growth across Lincoln's products/services offerings for cross-selling.
• Adheres to Lincoln's Culture of Compliance and policies.

Skills

External sales experience

Analytical skills

Verbal and written communication

FINRA Series SIE, 6, 63

Adaptability

Education

Bachelor's degree or equivalent work experience

Job description

Lincoln Financial Group seeks an External Wholesaler for Retirement Plan Services to drive sales and growth across Ohio and Kentucky. You will build senior-level relationships, coordinate with internal teams for smooth processing from sale to issuance, and lead meetings to achieve targets.

Responsibilities include developing a comprehensive territory plan, expanding market share, maintaining pipeline data, and complying with Lincoln's culture of compliance. Remote work options are available.