Remote Retirement Plans External Wholesaler (LA/MS/AL/FL)

Lincoln Financial Group; United States; Remote; USD 190,000 - 480,000; Full time

Benefits offered by this job

PTO/parental leave

Competitive 401K

Employee benefits

Free financial counseling

Tuition assistance

Flexible work arrangements

Training and tools

Job summary

Lincoln Financial Group is seeking an External Wholesaler for Retirement Plan Services to develop and implement a business plan for sales growth in the Louisiana, Mississippi, Alabama, and Florida Panhandle regions. You will build relationships with firms and institutions and drive external wholesale programs to expand revenue.

You will lead senior client engagements, partner with internal teams, and conduct in-person meetings to hit or exceed territory targets.

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 write grammatically correct routine business correspondence
• 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 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, operations, and value propositions.
• Develops and maintains a more complex sales program to increase revenue and market share within the territory.
• Increases penetration by optimizing and growing relationships within existing firms/institutions.
• Maintains sales call data in appropriate systems and completes sales reports.
• Meets or exceeds all department and/or sales goals for the territory.
• Uses budgets to maximize sales opportunities within the territory.
• Supports growth across Lincoln's product offerings and cross-selling opportunities.

Skills

External sales experience

FINRA Series SIE

FINRA Series 6

FINRA Series 63

L&H knowledge

Analytical skills

Communication skills

Education

Bachelor's degree

Job description

Lincoln Financial Group is seeking an External Wholesaler for Retirement Plan Services to develop and implement a business plan for sales growth in the Louisiana, Mississippi, Alabama, and Florida Panhandle regions. You will build relationships with firms and institutions and drive external wholesale programs to expand revenue.

You will lead senior client engagements, partner with internal teams, and conduct in-person meetings to hit or exceed territory targets.