External Wholesaler - Retirement Plans

Lincoln Financial • Baton Rouge, LA

12d • $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 assigned external wholesale areas. You will build, enhance, and direct relationships with firms and institutions in a territory covering Louisiana, Mississippi, Alabama, and the Florida Panhandle. You will also develop and maintain external wholesale sales programs intended to increase sales revenue and market share within the 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 Life & Health 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 growth in Lincoln’s product breadth.
• Collaborate with internal stakeholders to ensure 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 growing and optimizing 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.
• Use expense budgets to set limits and maximize sales opportunities.
• Support growth across Lincoln’s product and service offerings by identifying cross-selling and penetration opportunities.
• Adhere to Lincoln Financial Distributors’ Culture of Compliance and comply with its policies and procedures.

Benefits

• Clearly defined career tracks and job levels.
• 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.
• Potential eligibility for the Annual Incentive Program, long-term incentives, and sales incentives.

What This Job Offers

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