Lincoln Financial | External Wholesaler - Retirement

The role at a glance

• 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.
• The pay range for this position is $190,000 - $480,000 with anticipated pay for new hires between the minimum and midpoint of the range and could vary above and below the listed range as permitted by applicable law.
• In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual.
• You will build, enhance, and direct the relationship with firms and/or institutions in your assigned territory of Ohio and Kentucky.
• 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.
• 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.
• Maintains sales call data in appropriate systems and/or complete sales reports.
• 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.
• Leadership development and virtual training opportunities.
• Work arrangements that work for you.
• Adhere to LFDs Culture of Compliance.
• Follow us on Facebook, X, LinkedIn, Instagram, and YouTube.

Requirements

• 3-5 years’ external sales experience in the financial services industry that directly aligns with the specific responsibilities.
• 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.
• Effective productivity/technology tools and training.
• Must reside in sales territory

Lincoln Financial

Lincoln Financial is an employer hiring in India (sector: BFSI / Investments / Insurance). In its own words: "Lincoln Financial Group provides resources and solutions that help empower Americans to take charge of their financial lives with confidence and optimism."

Its finance, accounts, audit and tax openings in India are mostly in Radnor, Charlotte, Omaha and Hartford.

• Industry: BFSI / Investments / Insurance