[Remote] External Wholesaler - Retirement Plans Job Details | Lincoln Financial

Note: The job is a remote job and is open to candidates in USA. Lincoln Financial is a company that helps people confidently plan for their financial future. They are seeking an External Wholesaler for Retirement Plan Services to develop and maintain business plans aimed at achieving sales and growth goals within assigned territories.ResponsibilitiesBuilds and directs a more complex relationship platform by identifying senior contacts within targeted firms to achieve profitable sales and Lincoln's product breath growthCollaborates with internal stakeholders to ensure the proper processing of all sold products from time of sale to issuanceConducts firm/institution meetings and in-person meetings to achieve sales targets. (e.g. due diligence meetings, one-on-one meetings, sponsorship and speaking opportunities)Develops a comprehensive understanding of existing/targeted firms/institutions including targeted market segments, how they operate, and/or value proposition(s) and is known by themDevelops and maintains a more complex sales program to increase sales revenue and market share within assigned area of responsibilityIncreases penetration in territory of by optimizing and growing relationships within existing more complex firms/institutionsMaintains sales call data in appropriate systems and/or complete sales reportsMeets or exceeds all department and/or sales goals/targets for their assigned territoryUtilizes expense budgets to set limits and maximize sales opportunities within their assigned territoryWorks effectively to support growth in all segments of Lincoln's products/service offerings to maximize and capitalize on the opportunities to cross sell and penetrate assigned firms/institutionsAdhere to LFDs Culture of Compliance. Comply with LFDs policies and proceduresSkills3-5 years' external sales experience in the financial services industry that directly aligns with the specific responsibilitiesFINRA Series SIE, 6, 63, L&HBachelor's degree or equivalent work experienceMust reside in sales territoryAnalytical skills and close attention to detail is necessary to determine proper processing of investment documentsEffective verbal and written communication skillsSkill in writing grammatically correct routine business correspondence such as brief transmittal memorandaAbility to adapt quickly in a changing work environmentBenefitsClearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributesLeadership development and virtual training opportunitiesPTO/parental leave[Competitive 401K and employee benefits](https://www.lincolnfinancial.com/public/aboutus/careers/lifeatlincoln#benefits)Free financial counseling, health coaching and employee assistance programTuition assistance programWork arrangements that work for youEffective productivity/technology tools and trainingAnnual Incentive Program, which is discretionary and based on the performance of the company, business unit and individualOther rewards may include long-term incentives, sales incentives and Lincoln’s standard benefits packageCompany OverviewLincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. It was founded in 1905, and is headquartered in Radnor, Pennsylvania, USA, with a workforce of 10001+ employees. Its website is https://www.lincolnfinancial.com/.