External Wholesaler - Annuities - Independents

Alternate Locations: Jacksonville, FL (Florida); Orlando, FL (Florida)

 

 Work Arrangement:

Remote : Work at home employee residing outside of a commutable distance to an office location.

 

Relocation assistance:  is not available for this opportunity.

 

Requisition #: 72721

 

The Role at a Glance

As an Annuities External Wholesaler you will be responsible for proactively promoting sales of Lincoln Financial Group’s products to financial advisors within the Independent channels through wholesale and point of sale efforts for the assigned territory in Northern FL.

What you'll be doing

Builds and directs a more complex relationship platform by identifying senior contacts within targeted firms to achieve profitable sales and Lincoln's product breath growth.
Collaborates with internal stakeholders to ensure the proper processing of all sold products from time of sale to issuance.
Conducts 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 them.
Develops and maintains a more complex sales program to increase sales revenue and market share within assigned area of responsibility.
Increases penetration in territory of by optimizing and growing relationships within existing more complex firms/institutions.
Maintains sales call data in appropriate systems and/or complete sales reports.
Meets or exceeds all department and/or sales goals/targets for their assigned territory.
Utilizes expense budgets to set limits and maximize sales opportunities within their assigned territory.
Works 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/institutions.
Adhere to LFDs Culture of Compliance. Comply with LFDs policies and procedures

What we’re looking for

Must-Haves

3-5 years’ external sales experience in the financial services industry that directly aligns with the specific responsibilities preferred
Bachelor's degree or equivalent work experience 
Analytical skills and close attention to detail is necessary to determine proper processing of investment documents
Effective verbal and written communication skills
Reading skills to interpret documents in standard English text such as policies, proposals, applications, and procedures
Skill in writing grammatically correct routine business correspondence such as brief transmittal memoranda
Skill in analyzing information, problems, situations, practices or procedures
Skill in systematically arranging documents into groups or categories according to established criteria
Ability to prioritize work based on business needs
Ability to multitask between daily and weekly work assignments
Ability to adapt quickly in a changing work environment
Ability to work independently in a team environment

 

What’s it like to work here?

At Lincoln Financial Group, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.

 

What’s in it for YOU:

• A clearly defined career framework to help you successfully manage your career

• Leadership development and virtual training opportunities

• PTO/parental leave

• Competitive 401K and employee benefits

• Free financial counseling, health coaching and employee assistance program

• Tuition assistance program

• A leadership team that prioritizes your health and well-being; offering a remote work environment and flexible work hybrid situations

• Effective productivity/technology tools and training

 

Pay Range: $215,000- $480,000 

 

Actual base pay could vary based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln’s total rewards package for employees.  In addition, the role may be eligible for the Annual Incentive Program, whi