External Wholesaler - Retirement

Lincoln Financial • Worthington, OH

3d • $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 external wholesale territories in Ohio and Kentucky. The role builds and manages relationships with firms and institutions, and creates sales programs that increase revenue and market share. The position is remote for employees who live outside a commutable distance to an office location; the employee must reside in the sales territory.

Requirements

• 3–5 years of external sales experience in the financial services industry, directly aligned with the role's responsibilities.
• FINRA Series SIE, 6, and 63, and 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 breadth.
• Collaborate with internal stakeholders to ensure sold products are processed properly from sale through issuance.
• Conduct firm and institution meetings, including due diligence, one-on-one, sponsorship, and speaking engagements, to achieve sales targets.
• Develop a thorough understanding of existing and targeted firms and institutions, their market segments, operations, and value propositions.
• Develop and maintain sales programs that increase revenue and market share in the assigned territory.
• Increase territory penetration by optimizing and growing relationships with 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.
• Manage expense budgets to set limits and maximize sales opportunities.
• Support growth across Lincoln's product and service segments by cross-selling and expanding penetration within assigned firms and institutions.
• Comply with LFD policies and procedures and adhere to its Culture of Compliance.

Benefits

• Clearly defined career tracks and job levels, with associated behaviors for Lincoln's core values and leadership attributes.
• Leadership development and virtual training opportunities.
• PTO and parental leave.
• Competitive 401(k) and employee benefits.
• Free financial counseling, health coaching, and employee assistance program.
• Tuition assistance program.
• Flexible work arrangements.
• Productivity and technology tools and training.
• The role may be eligible for the discretionary Annual Incentive Program, long-term incentives, and sales incentives.

What This Job Offers

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