About The Position

Group 1001 is a consumer-centric, technology-driven family of insurance companies dedicated to delivering outstanding value and operational performance through financial strength, deep insurance expertise, and a collaborative culture. The company's culture emphasizes collaboration, communication, core business focus, risk management, and striving for positive outcomes, which extends to how they hire and onboard employees. The External Wholesaler will be responsible for proactively promoting sales products to financial advisors in an assigned channel through wholesale and point of sale efforts. This position specifically focuses on developing sales and business relationships in South Texas, requiring the individual to reside within a 75-mile radius of Houston or San Antonio.

Requirements

  • Undergraduate degree or 4+ years of comparable work experience required
  • FINRA Series 6 and 63 required
  • Life, Health License in all states within assigned region required
  • 3-5+ of experience years in Financial Services Sales that directly aligns with the specific responsibilities for this position
  • Proficiency in Financial Services Sales, Wholesaling, Annuity Products, Relationship Management
  • Must live in assigned territory
  • Demonstrated track record of consistently meeting and/or exceeding performance expectations
  • Possesses a bias for action and avoids workplace distractions
  • Drives performance targets to completion

Responsibilities

  • Develops and maintains profitable productive relationships with Financial Advisors in your assigned territory in order to significantly capture sales and market share
  • Proactively seeks and supports the development of new initiatives to enhance Lincoln's success and market presence
  • Develops and implements Territory Business plan
  • Supports and participates in various Strategic Partner firm meetings and conferences
  • Captures field activity and sales related data in LFD Contact Management System
  • Coordinates sales activities with LFD Internal Wholesalers and the External Wholesalers in other product lines
  • Adhere to LFD’s Culture of Compliance.
  • Comply with LFD’s policies and procedures.

Benefits

  • Employees who meet benefit eligibility guidelines and work 30 hours or more weekly, have the ability to enroll in Group 1001’s benefits package.
  • Employees (and their families) are eligible to participate in the Company’s comprehensive health, dental, and vision insurance plan options.
  • Employees are also eligible for Basic and Supplemental Life Insurance, Short and Long-Term Disability.
  • All employees (regardless of hours worked) have immediate access to the Company’s Employee Assistance Program and wellness programs—no enrollment is required.
  • Employees may also participate in the Company’s 401K plan, with matching contributions by the Company.
  • We provide a comprehensive benefits package that goes beyond the basics to support employees through many of life’s personal and professional milestones.
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