Senior External Wholesaler – Retirement Plans (Remote)

Lincoln Financial Group; Denver (CO); Remote; USD 190,000 - 480,000; Full time

Benefits offered by this job

Career tracks

Leadership training

Financial counseling

Tuition assistance

Flexible work arrangements

Tech tools training

Job summary

Lincoln Financial Group is seeking a high-achieving sales professional to build and manage a sophisticated relationship platform with senior contacts at targeted financial institutions. You will collaborate with internal teams to ensure seamless processing from sale to issuance, and you will lead firm meetings to drive sales targets.

You will develop deep knowledge of target firms, expand revenue and market share, and maintain detailed sales data.

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 is 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 breath 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. (e.g. due diligence meetings, one-on-one meetings, sponsorship and speaking opportunities).
• 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 of 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.
• Adhere to LFDs Culture of Compliance. Comply with LFDs policies and procedures

Skills

External sales experience

FINRA Series SIE

Bachelor's degree

Sales territory residency

Analytical skills

Communication skills

Business writing

Education

Bachelor's degree or equivalent

Job description

Lincoln Financial Group is seeking a high-achieving sales professional to build and manage a sophisticated relationship platform with senior contacts at targeted financial institutions. You will collaborate with internal teams to ensure seamless processing from sale to issuance, and you will lead firm meetings to drive sales targets.

You will develop deep knowledge of target firms, expand revenue and market share, and maintain detailed sales data.