External Wholesaler - Retirement Plans
Lincoln Financial•Houston, TX
•$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 for assigned external wholesale territories. The role builds and directs relationships with firms and institutions in southern Texas and maintains sales programs that increase revenue and market share.
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 and 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 achieve profitable sales and expand Lincoln's product reach.
- Collaborate with internal stakeholders to ensure sold products are processed correctly from sale through issuance.
- Conduct firm and institution meetings, including due diligence meetings, one-on-one meetings, sponsorships, and speaking opportunities, to achieve sales targets.
- Develop a thorough 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 with existing complex 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 in the territory.
- Support growth across Lincoln's products and services by cross-selling and penetrating assigned firms and institutions.
- Adhere to Lincoln Financial Distributors' Culture of Compliance and comply with its policies and procedures.
Benefits
- Paid time off (PTO) 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
- May be eligible for the discretionary Annual Incentive Program
- Other rewards may include long-term incentives and sales incentives
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
