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Lincoln Financial · 10 hours ago

External Wholesaler - Retirement Plans

United States

Full-time

Remote

Mid Level

$215K/yr - $480K/yr

3+ years exp

Lincoln Financial is a company that helps people confidently plan for their financial futures. They are seeking an External Wholesaler for Retirement Plan Services to develop and implement sales strategies, build relationships with firms, and increase sales revenue within their assigned territory.

AdviceFinanceFinancial ServicesInsurance

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

Qualification

External sales experienceFINRA Series SIEL&HAnalytical skillsCommunication skillsBusiness correspondenceBachelor's degreeAttention to detailAdaptability