External Wholesaler - Retirement

Lincoln Financial Lexington, Kentucky, US

About the Role

Remote : Work at home employee residing outside of a commutable distance to an office location. Relocation assistance:

is not available for this opportunity. As an External wholesaler for Retirement Plan Services you will develop, direct, implement, and maintain a business plan to achieve sales and growth goals for your assigned external wholesale area(s) of responsibility. You will also build, direct, and maintain external wholesale sales programs/plans which result in an increase in sales revenue and market share within the assigned territory. 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. (Develops and maintains a more complex sales program to increase sales revenue and market share within assigned area of responsibility. 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. Comply with LFDs policies and procedures 3-5 years' external sales experience in the financial services industry that directly aligns with the specific responsibilities ~ 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 ~ Skill in writing grammatically correct routine business correspondence such as brief transmittal memoranda ~ At Lincoln Financial, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future. Leadership development and virtual training opportunities Free financial counseling, health coaching and employee assistance program Effective productivity/technology tools and training Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. In addition, the role may be eligible for the 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. Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services. With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach. Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Follow us on Facebook, X, LinkedIn, Instagram, and YouTube. For the latest company news, visit our newsroom. If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters. Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Please contact Lincoln's fraud team at position may be subject to Lincoln's Political Contribution Policy. Any unsolicited resumes or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial are considered property of Lincoln Financial and are not subject to payment of agency fees. Lincoln Financial ("Lincoln" or "the Company") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex, age, national origin or disability. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling .

Responsibilities

  • Develop and maintain external wholesale sales plans for Retirement Plan Services
  • Meet or exceed sales goals for assigned territory
  • Collaborate with internal stakeholders to process sale to issuance

Qualifications

  • Bachelor's degree or equivalent
  • Proven external wholesaler/sales experience in retirement plans
  • Strong relationship-building and communication skills

Required Skills

sales strategy territory management relationship building presentation forecasting

Keywords

external wholesaler retirement plans sales territory growth B2B

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