External Wholesaler - Retirement Plans

Lincoln Financial • Arvada, CO

2d • $190,000 - $480,000 • Remote

About The Position

The External Wholesaler for Retirement Plan Services develops, directs, implements, and maintains a business plan to achieve sales and growth goals across assigned territories in Colorado, Wyoming, Montana, and Utah. The role builds and directs relationships with firms and institutions, and develops external wholesale sales programs that increase sales revenue and market share. The position is remote for employees residing outside a commutable distance to an office location, and the employee must reside within the sales territory.

Requirements

• 3–5 years of external sales experience in the financial services industry that directly aligns with the role's responsibilities.
• FINRA Series SIE, 6, and 63, and Life & Health (L&H) licenses.
• Bachelor's degree or equivalent work experience.
• Must reside in the sales territory.
• Analytical skills and close attention to detail to determine proper processing of investment documents.
• Effective verbal and written communication skills.
• Ability to write grammatically correct routine business correspondence, such as brief transmittal memoranda.
• Ability to adapt quickly in a changing work environment.

Responsibilities

• Build and direct relationships with senior contacts at targeted firms to support profitable sales and growth of Lincoln products.
• Collaborate with internal stakeholders to ensure sold products are properly processed from sale through issuance.
• Conduct firm and institution meetings, including due diligence, one-on-one, sponsorship, and speaking opportunities, to achieve sales targets.
• Develop a comprehensive understanding of existing and targeted firms and institutions, including their market segments, operations, and value propositions.
• Develop and maintain sales programs to increase revenue and market share in the assigned territory.
• Increase territory penetration by optimizing and growing relationships within existing firms and institutions.
• Maintain sales call data in appropriate systems and complete sales reports.
• Meet or exceed department and sales goals for the assigned territory.
• Use expense budgets to set limits and maximize sales opportunities.
• Support growth across Lincoln's product and service offerings by cross-selling and increasing penetration within assigned firms and institutions.
• Adhere to Lincoln Financial Distributors' Culture of Compliance and comply with its policies and procedures.

Benefits

• Paid time off and parental leave.
• Competitive 401(k) and employee benefits.
• Free financial counseling, health coaching, and employee assistance program.
• Tuition assistance program.
• Leadership development and virtual training opportunities.
• Productivity and technology tools and training.
• The role may be eligible for the Annual Incentive Program, long-term incentives, and sales incentives.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level