Google IT Support
Role details
Job location
Tech stack
Job description
Gmail Writing Budgeting Marketing Annuities Leadership Wholesaling Fundraising Market Share Point Of Sale Due Diligence Cross-Selling Complex Sales Tax Accounting Detail Oriented Social Security English Language Virtual Training Service Offerings Value Propositions Financial Services Employment Applications Employee Assistance Programs Health And Wellness Coaching Financial Industry Regulatory Authorities FINRA Series 63 (Uniform Securities Agent State Law), As an Annuities External Wholesaler, you will be responsible for proactively promoting sales of Lincoln Financial Group's products to financial advisors within the Banks & Edward Jones channels through wholesale and point of sale efforts for the assigned territory in Indiana and Kentucky.
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, This position may be subject to Lincoln's Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln's current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.
Any unsolicited resumes or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial are considered property of Lincoln Financial and are not subject to payment of agency fees.
Lincoln Financial ("Lincoln" or "the Company") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex, age, national origin or disability. Opportunities throughout Lincoln are available to employees and applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling 260-455-2558.
This Employer Participates in E-Verify. See the E-Verify notices.
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Requirements
Must-Haves
- 3-5 years of external sales experience in the financial services industry that directly aligns with the specific responsibilities preferred
- FINRA Series 6 license, FINRA SIE, FINRA Series 63 License (if required by State), and Resident State Life & Health - Upon Hire
- Bachelor's degree or equivalent work experience
- Must reside in territory upon hire
- 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
- Ability to adapt quickly in a changing work environment
- Ability to work independently in a team environment
Benefits & conditions
- Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes
- 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
- Work arrangements that work for you
- Effective productivity/technology tools and training
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. Pay is 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, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package.