Senior External Wholesaler – Retirement Plans (Remote, OH/KY)

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

Benefits offered by this job

PTO/ parental leave

401(k) + benefits

Tuition assistance

Job summary

Lincoln Financial Group is seeking an External wholesaler for Retirement Plan Services. You will develop, direct, and implement a business plan to achieve sales and growth in assigned territory (OH and KY).

This remote role emphasizes building senior-level relationships and coordinating cross‑functional processes to drive success. You will meet sales targets, manage program development, and collaborate with internal stakeholders to ensure proper processing from sale to issuance.

Qualifications

• 3–5 years external sales experience in financial services.

Responsibilities

• Builds and directs a complex relationship platform by identifying senior contacts within targeted firms to achieve profitable sales and Lincoln's product breadth growth.

Skills

External sales

FINRA SIE

FINRA Series 6

FINRA Series 63

L&H license

Territory residency

Analytical skills

Verbal & written comms

Business correspondence

Adaptability

Education

Bachelor’s degree or equivalent

Job description

Lincoln Financial Group is seeking an External wholesaler for Retirement Plan Services. You will develop, direct, and implement a business plan to achieve sales and growth in assigned territory (OH and KY).

This remote role emphasizes building senior-level relationships and coordinating cross‑functional processes to drive success. You will meet sales targets, manage program development, and collaborate with internal stakeholders to ensure proper processing from sale to issuance.