Remote External Wholesaler - Retirement Plans

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

Benefits offered by this job

Leadership development

Virtual training

401K plan

Financial counseling

Tuition assistance

Flexible work arrangements

Job summary

Lincoln Financial Group is seeking an External Wholesaler for Retirement Plan Services to drive sales and growth across Louisiana, Mississippi, Alabama, and the Florida Panhandle. You will develop business plans, manage complex relationships with senior contacts, and work with internal teams to ensure smooth processing from sale to issuance.

The role emphasizes strategic territory development, targeted meetings, and cross-selling opportunities within Lincoln’s product lines.

Qualifications

• 3-5 years’ external sales experience in the financial services industry that directly aligns with the specific responsibilities
• FINRA Series SIE, 6, 63, L&H
• Bachelor's degree or equivalent work experience
• Must reside in sales territory
• Analytical skills and close attention to detail are necessary to determine proper processing of investment documents
• Effective verbal and written communication skills
• Skill in writing grammatically correct routine business correspondence such as brief transmittal memoranda
• 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
• Develops a comprehensive understanding of existing/targeted firms/institutions including targeted market segments, how they operate, and/or value proposition(s) and is known by them
• Develops and maintains a more complex sales program to increase sales revenue and market share within assigned area of responsibility
• Increases penetration in territory by optimizing and growing relationships within existing more complex firms/institutions
• Maintains sales call data in appropriate systems and/or complete sales reports
• Meets or exceeds all department and/or sales goals/targets for their assigned territory
• Utilizes expense budgets to set limits and maximize sales opportunities within their assigned territory
• Works effectively to support growth in all segments of Lincoln's products/service offerings to maximize and capitalize on the opportunities to cross sell and penetrate assigned firms/institutions
• Adheres to LFDs Culture of Compliance. Comply with LFDs policies and procedures

Skills

External sales experience

FINRA Series SIE

Series 6

Series 63

L&H knowledge

Education

Bachelor's degree or equivalent

Tools

CRM software

Job description

Lincoln Financial Group is seeking an External Wholesaler for Retirement Plan Services to drive sales and growth across Louisiana, Mississippi, Alabama, and the Florida Panhandle. You will develop business plans, manage complex relationships with senior contacts, and work with internal teams to ensure smooth processing from sale to issuance.

The role emphasizes strategic territory development, targeted meetings, and cross-selling opportunities within Lincoln’s product lines.