Associate External Wholesaler - MoneyGuard - Specialty Life Partners

Alternate Locations: Hartford, CT (Connecticut); Dallas, TX (Texas); Denver, CO (Colorado); Greensboro, NC (North Carolina); Indianapolis, IN (Indiana); Los Angeles, CA (California); Madison, WI (Wisconsin); Minneapolis, MN (Minnesota); Phoenix, AZ (Arizona); Radnor, PA (Pennsylvania); Salt Lake City, UT (Utah); San Diego, CA (California); San Francisco, CA (California); Seattle, WA (Washington)

 

 Work Arrangement:

Hybrid/Common Days+ : Work 2-3 days a week in a Lincoln office with a designated workspace.

 

Relocation assistance:  is not available for this opportunity.

 

Requisition #: 74352

 

The Role at a Glance

As the MoneyGuard Associate Wholesaler, you will be responsible for proactively promoting sales of Lincoln Financial Group’s products to financial advisors in the Specialty Life Partners (Allstate & HGI) channel through wholesale and point of sale efforts

What you'll be doing

• Builds and maintains strong business relationships with key sales clients to meet or exceed established sales goals, quotas, targets or objectives for assigned area(s) of responsibility.
• Collaborates with internal stakeholders to ensure the proper processing of all sold products from time of sale to issuance.
• Conducts site visits to assigned firms/institutions to achieve sales targets.
• Cultivates, manages, and maintains firm/institution client relationships within assigned territory.
• Develops and executes plans to select appropriate key partners to promote Lincoln's products/services and optimize sales effectiveness.
• Develops and executes sales plans to increase sales revenue and market share within assigned firms/institutions.
• Develops and maintains a strong understanding of LFG's products, services and operational structure to enhance ability to identify and target sales growth opportunities for assigned area(s) of responsibility.
• Develops and maintains collaborative relationships with internal stakeholders to achieve sales objectives
• Develops business on behalf of the Lincoln Financial Group (LFG) in a manner that supports a positive company image, in compliance with all required rules and regulations and ethical in all considerations.
• Identifies and communicates any potential conflicts regarding Lincoln's products/services
• Identifies and recommends to management process improvements that reduce workloads or improve quality for assigned area(s) of responsibility.
• Increases penetration in territory by optimizing and growing relationships within existing firms/institutions. Partners with fellow wholesalers to achieve sales objectives.
• Increases/gains awareness of Lincoln's products and services with firms and/or institutions within assigned territory.
• Maintains knowledge on current and emerging developments/trends for assigned area(s) of responsibility, assesses the impact, and collaborates with management to incorporate new trends and developments in current and future solutions.
• Maintains sales call data in appropriate systems and/or complete sales reports.
• Meets or exceeds all department and/or sales goals/targets for his/her assigned territory.
• Provides presentations, information, education, training, and advice on company's products and services to assigned firms/institutions.
• Provides sales support tools, sales and marketing ideas on Lincoln's products/offerings to assigned firms/institutions.
• Serves as a resource to internal/external stakeholders for assigned area(s) of responsibility.
• Utilizes expense budgets to set limits and maximize sales opportunities within assigned territory. Collaborates with internal stakeholders on proposals and/or distribution of relevant marketing materials.
• 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 
• FINRA Series SIE, 6, 63, L&H
• 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
• Skill in writing grammatically correct routine business correspondence such as brief transmittal memoranda
• Ability to adapt quickly in a changing work environment

Application Deadline

Applications for this position will be accepted through May, 9, 2025, subject to earlier closure due to applicant volume.

 

What’s it like to work here?

At Lincoln Financi