External Wholesaler - RPS

Lincoln Financial Group • San Francisco, CA

114d • $190,000 - $480,000 • Remote

About The Position

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 build, enhance, and direct the relationship with firms and/or institutions in your assigned territory of Northern California. 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.

Requirements

• 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.
• 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.
• Must reside in territory.

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.
• 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 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.

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.
• Free financial counseling, health coaching and employee assistance program.
• Tuition assistance program.
• Work arrangements that work for you.
• Effective productivity/technology tools and training.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Insurance Carriers and Related Activities
• Education Level: Bachelor's degree