External Wholesaler - Retirement Plan Services

Date: Feb 7, 2024 Primary Location: Pittsburgh, PA, US Company: Lincoln Financial Alternate Locations: Pittsburgh, PA (Pennsylvania) 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 #: 72813 The Role at a Glance As an External Wholesaler for Small Market Retirement Plan Services you will develop, direct, implement, and maintain a business plan to achieve sales and growth goals for the small market retirement plan service product line.
You will build, enhance and direct the relationship with firms and/or institutions in your assigned territory of Western PA & Northeast OH.
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 on proposals and distribution of relevant marketing materials for their 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 firm/institution meetings and in-person meetings to achieve sales targets.
(e.
g.
due diligence meetings, one-on-one meetings, sponsorship and speaking opportunities).
Cultivates, directs, and maintains increasingly senior level client relationships within assigned territory’s firms/institution.
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.
Develops and maintains collaborative relationships with internal stakeholders.
to achieve sales objectives.
Develops, directs, and executes more complex plans to increase/gain opportunities to introduce Lincoln management and other resources to targeted firms/institutions.
Directs and 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, recommends and implements process improvements that reduce workloads or improve quality for their assigned area(s) of responsibility.
Increases penetration in territory of by optimizing and growing relationships within existing more complex firms/institutions.
Increases/gains awareness of Lincoln's products and services with more complex firms and/or institutions within their 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 their assigned territory.
Serves as a subject matter expert to internal/external stakeholders by developing and maintaining an advanced understanding of LFG's products, services and operational structure for their assigned area(s) of responsibility.
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 of experience in external wholesale that directly aligns with the specific responsibilities for this position 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) FINRA series license 6, 63 and L&H upon hire Ability to work with others in a team environment.
Demonstrates strong interpersonal skills with a collaborative style.
Demonstrated ability to develop strategies and business plans to deliver and exceed expected business objectives and results.
Demonstrated ability to ensure workloads are appropriately balanced among team members.
Demonstrated ability to identify and recommend processes improvements.
Demonstrated excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail.
Demonstrates advanced relationship management skills with internal clients (e.
g.
management, peers and colleagues) and external clients.
Demonstrates strong project management skills including, critical ability to coordinate and balance multiple projects in a time-sensitive environment, under pressure, and meeting deadlines.
Finds common ground and can gain collaboration among management, colleagues and peers.
Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
Successfully completes regulatory and job training requirements 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: $190,000 - $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, 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.
About The Company Lincoln Financial Group helps people to plan, protect and retire with confidence.
As of Dec.
31, 2022, approximately 16 million customers trust our guidance and solutions across four core businesses – annuities, life insurance, group protection and retirement plan services.
As of September 30, 2023, the company had $290 billion in end-of-period account balances, net of reinsurance.
Headquartered in Radnor, Pa.
, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates.
Learn more at LincolnFinancial.
com.
Lincoln is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer.
All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
Follow us on Facebook, X, LinkedIn, and Instagram.
For the latest company news, visit our newsroom.
Be Aware of Fraudulent Recruiting Activities If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website.
Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers.
These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.
Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications.
Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms.
We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview.
Please contact Lincoln's fraud team at fraudhotline@lfg.
com if you encounter a recruiter or see a job opportunity that seems suspicious.
Additional Information 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/candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial Group are considered property of Lincoln Financial Group and are not subject to payment of agency fees.
Lincoln Financial Group (“LFG”) 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 (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, Veteran status, or genetic information.
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.