Remote External Wholesaler – Retirement Plans

Lincoln Financial; Baton Rouge (LA); On-site; USD 190,000 - 480,000; Full time

Benefits offered by this job

PTO/Parental leave

401K and benefits

Financial counseling

Tuition assistance

Flexible work arrangements

Productivity tools/training

Job summary

Lincoln Financial seeks an External wholesaler for Retirement Plan Services to develop and execute a strategic plan for sales growth across the Louisiana, Mississippi, Alabama, and Florida Panhandle territories. You will build senior-level relationships, coordinate with internal teams, and drive programs to increase revenue and market share in assigned accounts.

The role requires 3–5 years of external sales in financial services, FINRA licenses, and a Bachelor's degree.

Qualifications

• 3–5 years’ external sales experience in financial services.
• FINRA Series SIE, 6, 63, L&H.
• Bachelor's degree or equivalent work experience.
• Must reside in the 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 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 the proper processing of all sold products from time of sale to issuance.
• Conducts firm/institution meetings and in-person meetings to achieve sales targets (due diligence, one-on-one meetings, sponsorship and speaking opportunities).
• Develops a comprehensive understanding of existing/targeted firms including market segments and value propositions.
• Develops and maintains a more complex sales program to increase revenue and market share within the territory.
• Increases penetration by growing relationships within existing firms.
• Maintains sales call data in appropriate systems and complete sales reports.
• Meets or exceeds department and sales goals for the territory.
• Utilizes expense budgets to maximize opportunities within the territory.
• Supports growth in Lincoln's product/service offerings and cross-selling opportunities.
• Adheres to LFDs Culture of Compliance and policies.

Skills

External sales experience

Analytical skills

Verbal & written communication

Adaptability

Territory residency

Education

Bachelor's degree or equivalent work experience

FINRA Series SIE, 6, 63, L&H

Job description

Lincoln Financial seeks an External wholesaler for Retirement Plan Services to develop and execute a strategic plan for sales growth across the Louisiana, Mississippi, Alabama, and Florida Panhandle territories. You will build senior-level relationships, coordinate with internal teams, and drive programs to increase revenue and market share in assigned accounts.

The role requires 3–5 years of external sales in financial services, FINRA licenses, and a Bachelor's degree.