Internal Wholesaler - Retirement

Lincoln Financial • Radnor, PA

6d • $80,000 - $168,000 • Hybrid

About The Position

As an Internal Wholesaler, you build and maintain strong business relationships with key sales clients to meet or exceed established sales goals, quotas, targets, or objectives for your assigned area. You initiate and follow up on complex sales calls through inbound and outbound communications to increase sales revenue and market share. The role involves developing territory business, planning and executing marketing solutions, handling customer inquiries and leads, and coordinating with internal stakeholders to ensure products are processed from sale through issuance. You maintain knowledge of Lincoln Financial’s products, services, operational structure, and relevant developments while supporting sales objectives in compliance with applicable regulations, company policies, and ethical standards.

This position is hybrid, with the employee working three days a week in a Lincoln office. The listed alternate location is Radnor, Pennsylvania. Relocation assistance is not available. The stated base pay range is $80,000–$168,000; new-hire pay is anticipated between the minimum and midpoint and may vary based on experience, education, location, licensing, proficiency, and qualifications. The role may also be eligible for a discretionary annual incentive program and other rewards.

Requirements

• 1–3+ years of experience in financial services sales, marketing, and/or relationship management directly aligned with the position’s responsibilities.
• Bachelor’s degree or equivalent work experience; four years of experience may be substituted for a bachelor’s degree.
• FINRA Series 6 and SIE licenses required upon hire.
• Resident State Life & Health license required upon hire.
• Ability to perform under stress in emergency, critical, or hazardous situations.
• Ability to work in a team environment and demonstrate strong interpersonal skills and a collaborative style.
• Ability to identify and recommend process improvements.
• Ability to identify, develop, and implement process improvements.
• Strong organizational skills, prioritization, multitasking, and attention to detail.
• Strong relationship-management skills with internal and external clients.
• Sound judgment and discretion when handling confidential information.
• Proficiency with Microsoft Office Suite, including Word, Excel, PowerPoint, and Outlook.
• Successful completion of regulatory and job training requirements.

Responsibilities

• Build and maintain business relationships with key sales clients to achieve or exceed assigned sales goals, quotas, targets, and objectives.
• Capture and maintain sales-call data in appropriate systems and complete sales reports.
• Collaborate with internal stakeholders to ensure sold products are processed properly from sale through issuance.
• Collect complex customer information required to create sales proposals.
• Develop and maintain knowledge of LFG products, services, and operational structure to identify and target sales-growth opportunities.
• Develop and maintain collaborative relationships with internal and external stakeholders to achieve sales objectives.
• Conduct business on behalf of Lincoln Financial in a manner that supports a positive company image and complies with applicable rules, regulations, and ethical standards.
• Enter collected information into appropriate systems to identify products that may be offered based on customer information.
• Identify and recommend process improvements to management that reduce workloads or improve quality.
• Identify, communicate, and work with appropriate stakeholders to resolve potential conflicts regarding Lincoln products or services.
• Monitor current and emerging developments and trends in assigned areas, assess their impact, and collaborate with management to incorporate them into current and future solutions.
• Compile documents for forwarding to appropriate stakeholders for underwriting or processing, as needed.
• Meet or exceed department, sales, and activity goals for the assigned territory.
• Partner with key stakeholders to support territory business plans designed to increase sales.
• Plan and execute marketing solutions within the assigned territory.
• Receive complex internal leads and contact potential customers, or respond to customers generated by marketing activity.
• Serve as a resource to internal and external stakeholders.
• Carry out duties in compliance with state and federal regulations, guidelines, and company and site policies and procedures.
• Perform other duties as required.

Benefits

• Paid time off and parental leave.
• 401(k) and employee benefits.
• Free financial counseling, health coaching, and employee assistance program.
• Tuition assistance program.
• Leadership development and virtual training opportunities.
• Clearly defined career tracks and job levels.
• Work arrangements designed to meet employee needs.
• Productivity and technology tools and training.
• Potential eligibility for a discretionary annual incentive program and other rewards, which may include long-term incentives and sales incentives.

What This Job Offers

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