L

Lincoln Financial

Insurance, retirement, and financial services provider

Life Associate Wholesaler - Ppli

Field SalesPosted on Nov 10
Full-timeRemote

About the Job

Requirements

  • Have 1–3+ years of wholesaling experience aligned with the position's responsibilities.
  • Hold FINRA SIE, Series 6, Series 63, and Life & Health licenses upon hire.
  • Have a bachelor's degree or equivalent work experience.
  • Live in the territory or a posted location.
  • Demonstrate problem-solving and critical-thinking skills, including identifying appropriate resources and tools to drive solutions.
  • Have effective verbal and written communication skills.
  • Be able to adapt quickly in a changing work environment.

Responsibilities

  • Build and maintain strong business relationships with key sales clients to meet or exceed established sales goals, quotas, targets, or objectives for assigned areas.
  • Collaborate with internal stakeholders to ensure proper processing of sold products from sale through issuance.
  • Conduct site visits to assigned firms or institutions to achieve sales targets.
  • Cultivate, manage, and maintain client relationships with firms and institutions within the assigned territory.
  • Develop and execute plans to select appropriate key partners to promote company products and services and optimize sales effectiveness.
  • Develop and execute sales plans to increase revenue and market share within assigned firms and institutions.
  • Develop and maintain collaborative relationships with internal stakeholders to achieve sales objectives.
  • Meet or exceed department and sales goals or targets for the assigned territory.
  • Provide presentations, information, education, training, and advice on company products and services to assigned firms and institutions.
  • Provide sales-support tools, sales and marketing ideas on company products and offerings to assigned firms and institutions.
  • Use expense budgets to set limits and maximize sales opportunities within the assigned territory; collaborate with internal stakeholders on proposals and distribution of relevant marketing materials.
  • Adhere to the company's Culture of Compliance and comply with its policies and procedures.

About the Company

Lincoln Financial

Insurance, retirement, and financial services provider

Lincoln Financial Group offers life insurance, annuities, and retirement income products through its network of affiliated companies, and also provides securities and investment advisory services via affiliated broker-dealers. Its products combine insurance coverage or retirement-focused contracts with investment options, where customers fund premiums, choose subaccounts or riders, and receive benefits such as death benefits, living benefits, or guaranteed income in retirement. The company differentiates itself with a family of affiliated brands and distributors that coordinate life, annuity, and advisory products under one umbrella. Its goal is to help individuals and families protect loved ones, plan for retirement, and achieve financial security through integrated protection and investment solutions.

Company size
Not listed
Company stage
Not listed
Total funding
$128.8M
Headquarters
Radnor Township, Pennsylvania
Founded
1905

Recently Posted Jobs

Explore more opportunities at Lincoln Financial

See more jobs