[Remote] External Wholesaler - Retirement Plans Job Details | Lincoln Financial
Note: The job is a remote job and is open to candidates in USA. Lincoln Financial is a company that helps people confidently plan for their financial future. They are seeking an External Wholesaler for Retirement Plan Services to develop and maintain business plans aimed at achieving sales and growth goals within assigned territories.
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
- 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
Benefits
- Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes
- Leadership development and virtual training opportunities
- PTO/parental leave
- [Competitive 401K and employee benefits](https://www.lincolnfinancial.com/public/aboutus/careers/lifeatlincoln#benefits)
- Free financial counseling, health coaching and employee assistance program
- Tuition assistance program
- Work arrangements that work for you
- Effective productivity/technology tools and training
- Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual
- Other rewards may include long-term incentives, sales incentives and Lincoln’s standard benefits package
Company Overview