External Wholesaler - Annuities - RIA

Lincoln Financial • Radnor, PA

1d • $190,000 - $480,000 • Remote

About The Position

As an Annuities External Wholesaler, you will proactively promote Lincoln Financial Group products to financial advisors in the RIA channel through wholesale and point-of-sale efforts for the assigned Pacific Northwest territory (Southern California and Nevada). The position is remote for employees living outside a commutable distance to an office location. Relocation assistance is not available.

The role involves developing and expanding relationships with targeted firms and institutions, increasing sales revenue and market share, and meeting or exceeding territory sales targets. The wholesaler conducts firm and in-person meetings, collaborates with internal stakeholders to process sold products through issuance, maintains sales records, and manages territory expense budgets. The position also supports cross-selling and broader growth across Lincoln’s product and service offerings while adhering to Lincoln Financial Distributors’ compliance policies and procedures.

Requirements

• 3–5 years of external sales experience in the financial services industry directly aligned with the role’s responsibilities is preferred.
• FINRA Series SIE, 6, and 63, and Life & Health (L&H) licenses.
• Bachelor’s degree or equivalent work experience.
• 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 complex relationship platforms by identifying senior contacts at targeted firms to achieve profitable sales and broaden product growth.
• Collaborate with internal stakeholders to ensure sold products are properly processed from sale through issuance.
• Conduct firm and in-person meetings, including due diligence, one-on-one, sponsorship, and speaking-opportunity meetings, to achieve sales targets.
• Develop a comprehensive understanding of existing and targeted firms, including their market segments, operations, and value propositions, and establish recognition with them.
• Develop and maintain a sales program to increase sales revenue and market share within the assigned territory.
• Increase territory penetration by optimizing and growing relationships within existing complex firms and institutions.
• Maintain sales call data in appropriate systems and complete sales reports.
• Meet or exceed department and sales goals and targets for the assigned territory.
• Use expense budgets to set limits and maximize sales opportunities in the assigned territory.
• Support growth across Lincoln’s product and service segments 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.
• Flexible work arrangements.
• Leadership development and virtual training opportunities.
• Effective productivity and technology tools and training.
• The role may be eligible for the discretionary Annual Incentive Program; other rewards may include long-term incentives and sales incentives.

What This Job Offers

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