Remote External Wholesaler – Retirement Plans Growth Leader

Lincoln Financial Group; New York (NY); Remote; USD 190,000 - 480,000; Full time

Benefits offered by this job

Leadership development

Virtual training opportunities

PTO/ parental leave

Competitive 401K and benefits

Financial counseling programs

Tuition assistance

Flexible work arrangements

Productivity tools and training

Job summary

Lincoln Financial Group is seeking an External wholesaler for Retirement Plan Services to develop and execute a business plan across Louisiana, Mississippi, Alabama, and the Florida Panhandle. You will build relationships with firms and institutions, coordinate with internal teams from sale to issuance, and drive sales growth across the territory.

The role requires 3-5 years in external financial services sales, licensure, and strong analytical and communication skills.

Qualifications

• 3-5 years’ external sales experience in the financial services industry.
• 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
• 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.
• Develops a comprehensive understanding of existing/targeted firms/institutions including market segments and value proposition(s).
• Develops and maintains a more complex sales program to increase sales revenue and market share within assigned area.
• Increases penetration in territory by growing relationships within existing firms/institutions.
• Maintains sales call data in appropriate systems and/or complete sales reports.
• Meets or exceeds department and/or sales goals/targets for their territory.
• Utilizes expense budgets to set limits and maximize sales opportunities.
• Supports growth across Lincoln's products/services including cross-selling opportunities.

Skills

External sales

FINRA SIE

Series 6

Series 63

L&H

Bachelor's degree

Verbal & written comms

Analytical skills

Education

Bachelor's degree or equivalent

Job description

Lincoln Financial Group is seeking an External wholesaler for Retirement Plan Services to develop and execute a business plan across Louisiana, Mississippi, Alabama, and the Florida Panhandle. You will build relationships with firms and institutions, coordinate with internal teams from sale to issuance, and drive sales growth across the territory.

The role requires 3-5 years in external financial services sales, licensure, and strong analytical and communication skills.