Life Associate Wholesaler - PPLI
About The Position
The Life Associate Wholesaler - PPLI proactively promotes sales of Lincoln Financial Group’s PPLI product to financial professionals through wholesale and point-of-sale efforts within a territory defined at the time of hire. The role builds business relationships with sales clients and assigned firms or institutions, develops and executes sales plans, and provides product information, presentations, education, training, advice, and sales support. It also works with internal stakeholders to facilitate product processing, proposals, marketing materials, and achievement of sales objectives. The position is remote for employees residing outside a commutable distance to an office location. Candidates must live in the territory or a posted location. Relocation assistance is not available.
Requirements
- 1–3+ years of wholesaling experience aligned with the specific responsibilities of the position.
- FINRA SIE, Series 6, Series 63, and Life & Health licenses required upon hire.
- Bachelor’s degree or equivalent work experience.
- Must live in the territory or a posted location.
- Strong problem-solving and critical-thinking skills, including the ability to identify appropriate resources and tools to drive solutions.
- Effective verbal and written communication skills.
- Ability to adapt quickly in a changing work environment.
Responsibilities
- Build and maintain strong business relationships with key sales clients to meet or exceed established sales goals, quotas, targets, or objectives.
- Collaborate with internal stakeholders to ensure proper processing of sold products from the time of sale through issuance.
- Conduct site visits to assigned firms and institutions to achieve sales targets.
- Cultivate, manage, and maintain client relationships with firms and institutions within the assigned territory.
- Develop and execute plans to select appropriate key partners to promote Lincoln products and services and optimize sales effectiveness.
- Develop and execute sales plans to increase revenue and market share within assigned firms and institutions.
- Develop and maintain collaborative relationships with internal stakeholders to achieve sales objectives.
- Meet or exceed department and sales goals and targets for the assigned territory.
- Provide presentations, information, education, training, and advice about company products and services to assigned firms and institutions.
- Provide sales support tools and sales and marketing ideas about Lincoln products and offerings to assigned firms and institutions.
- Use expense budgets to set limits and maximize sales opportunities within the assigned territory.
- Collaborate with internal stakeholders on proposals and distribution of relevant marketing materials.
- Adhere to LFD’s Culture of Compliance and comply with LFD policies and procedures.
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.
- Potential eligibility 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
