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External Wholesaler - Retirement Plans
As an External wholesaler for Retirement Plan Services you will develop, direct, implement, and maintain a business plan to achieve sales and growth goals for your assigned external wholesale area(s) of responsibility. You will build, enhance, and direct the relationship with firms and/or institutions in your assigned territory of Arizona, New Mexico, and El Paso. You will also build, direct, and maintain external wholesale sales programs/plans which result in an increase in sales revenue and market share within the assigned territory.
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
- FINRA Series SIE, 6, 63, L&H
- Bachelor's degree or equivalent work experience
- Must reside in sales territory
- 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
For additional job details, visit the link above ("Apply for this Position" button at the top of this page).