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Lincoln Financial

Insurance, retirement, and financial services provider

External Wholesaler - Retirement Plans

Field SalesUpdated on Nov 14
Full-timeRemote in USA

About the Job

Requirements

  • Three to five years of external sales experience in the financial services industry that directly aligns with the specific responsibilities.
  • FINRA Series SIE, Series 6, Series 63, and Life and Health licenses are required.
  • A bachelor's degree or equivalent work experience is required.
  • Must reside in the sales territory.
  • Analytical skills and close attention to detail are necessary to determine proper processing of investment documents.
  • Effective verbal and written communication skills are required.
  • Ability to write grammatically correct routine business correspondence, such as brief transmittal memoranda, is required.
  • Ability to adapt quickly in a changing work environment is required.

Responsibilities

  • Develop, direct, implement, and maintain a business plan to achieve sales and growth goals for assigned external wholesale areas of responsibility.
  • Build, enhance, and direct relationships with firms and institutions in the assigned territory of Colorado, Wyoming, Montana, and Utah.
  • Build, direct, and maintain external wholesale sales programs and plans that increase sales revenue and market share within the assigned territory.
  • Build and direct a more complex relationship platform by identifying senior contacts within targeted firms to achieve profitable sales and growth of Lincoln's products.
  • Collaborate with internal stakeholders to ensure proper processing of all products sold from the time of sale through issuance.
  • Conduct firm and institution meetings, including in-person meetings, to achieve sales targets, such as due diligence meetings, one-on-one meetings, sponsorship opportunities, and speaking opportunities.
  • Develop a comprehensive understanding of existing and targeted firms and institutions, including their targeted market segments, operations, and value propositions, and establish recognition among them.
  • Develop and maintain a more complex sales program to increase sales revenue and market share within the assigned area of responsibility.
  • Increase territory penetration by optimizing and growing relationships within existing more complex firms and institutions.
  • Maintain sales call data in appropriate systems and complete sales reports.
  • Meet or exceed all department and sales goals and targets for the assigned territory.
  • Use expense budgets to set limits and maximize sales opportunities within the assigned territory.
  • Support growth across all segments of Lincoln's products and services to maximize and capitalize on opportunities to cross-sell and penetrate assigned firms and institutions.
  • Adhere to Lincoln Financial Distributors' 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

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