Associate External Wholesaler - Life - Brokerage Channel

Date: Jan 18, 2023

Primary Location: Dallas, TX, US

Company: Lincoln Financial

 

 Alternate Locations: Dallas, TX (Texas); Greensboro, NC (North Carolina); Hartford, CT (Connecticut); Radnor, PA (Pennsylvania); US All Regions; Work from Home

 

Work Arrangement: Work from Home

 

Relocation assistance:: is not available for this opportunity.

 

 Pay Range: $75,000 - $275,000 

 

Requisition #: 71051

 

 

The Role at a Glance

As the Life Associate Wholesaler, you will be responsible for proactively promoting sales of Lincoln Financial Group’s products to financial advisors in the agency brokerage channel covering the Multi-level marketing segment 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:

  • 1 - 3+ Years experience in external wholesale that directly aligns with the specific responsibilities for this position
  • FINRA Series 6 and 63 License
  • Life, Health License in all states within assigned region
  • Bilingual English/Spanish Preferred
  • Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) 
  • Ability to work with others in a team environment; Demonstrates strong interpersonal skills with a collaborative style.
  • Demonstrated ability to identify, develop and implement processes improvements.
  • Demonstrated ability to successfully hire, retain, develop, and coach staff via a culture of real-time performance feedback, with ability to build both technical and leadership skills.
  • Demonstrates excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail.
  • Demonstrates strong relationship management skills with internal clients (e.g. management, peers and colleagues) and external clients.
  • Finds common ground and can gain collaboration among management, colleagues and peers; can influence outcomes without directing or commanding.
  • Demonstrates the ability to use sound judgment and discretion regarding confidential information.
  • Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).

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

 

Work Arrangement

Work from Home : Employees will work from home and are not required to work in a Lincoln office on a regular basis.

 

Lincoln will evaluate the following when setting the successful candidate's wage rate:
•    Prior work or industry experience.
•    Education level to the extent education is relevant to the position.
•    Unique skills

 

 About The Company
 

Lincoln Financial Group, a Fortune 200 company with over 10,000 employees, provides advice and solutions that help empower Americans to take charge of their financial lives with confidence. Our core business areas — Life Insurance, Annuities, Retirement Plan Services and Group Protection — focus on supporting, preserving and enhancing over 17 million customer’s lifestyles and retirement outcomes.

Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. The company had $324 billion in end-of-period account values as of June 30, 2021.

Ranked one of the Best Large Employers in America and Best Employers for Women by Forbes magazine as well as one of Newsweek’s Most Responsible Companies, Lincoln Financial Group makes a serious investment in our employees’ futures through a broad range of wealth accumulation and protection plans, health and wellness programs, and career development resources designed to help each individual reach their personal and professional goals.

 

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. 

 

Lincoln Financial Group is a committed corporate citizen included on major sustainability indices including the Dow Jones Sustainability Index North America and FTSE4Good. Dedicated to diversity and inclusion, we earned perfect 100 percent scores on the Corporate Equality Index and the Disability Equality Index. Follow us on Facebook, Twitter, LinkedIn, and Instagram. Sign up for email alerts at http://newsroom.lfg.com

 

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.

 

This Employer Participates in E-Verify. See the E-Verify notices.

Este Empleador Participa en E-Verify. Ver el E-Verify avisos. 


Nearest Major Market: Dallas
Nearest Secondary Market: Fort Worth

Job Segment: Sales Support, Social Media, Bank, Banking, Sales, Marketing, Finance