External Wholesaler - Retirement

Date: Jan 6, 2019

Location: Detroit, MI, US

Company: Lincoln Financial

Alternate Locations: Detroit, MI (Michigan)

Relocation assistance will be considered/provided for this opportunity within our company guidelines.

Requisition #57886

About the Company

Lincoln Financial Group, a Fortune 250 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 $253 billion in assets under management as of December 31, 2017.

Ranked one of the Best Large Employers in America by Forbes magazine, 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.

 

The Role

As an External Wholesaler covering Retirment for Michigan, you will be responsible for proactively promoting sales of Lincoln Financial Group’s products to financial advisors in your assigned channel through wholesale and point of sale efforts.

 

Responsibilities

 

Sales and Relationship Management

  • Develops and maintains profitable productive relationships with Financial Advisors in your assigned territory (MI) in order to significantly capture sales and market share
  • Proactively seeks and supports the development of new initiatives to enhance Lincoln's success and market presence
  • Develops and implements Territory Business plan
  • Supports and participates in various Strategic Partner firm meetings and conferences
  • Captures field activity and sales related data in LFD Contact Management System
  • Coordinates sales activities with LFD Internal Wholesalers and the External Wholesalers in other product lines
  • Adhere to LFD’s Culture of Compliance. Comply with LFD’s policies and procedures

 

Education

  • Undergraduate degree or 4+ years of comparable work experience required
  • FINRA Series 6 and 63 required
  • Life, Health License in all states within assigned region required

 

Experience

  • 3-5+ of experience years in Financial Services Sales that directly aligns with the specific responsibilities for this position
  • Proficiency in Financial Services Sales, Wholesaling, Annuity Products, Relationship Management
  • Must live in assigned territory
  • Demonstrated track record of consistently meeting and/or exceeding performance expectations
  • Possesses a bias for action and avoids workplace distractions
  • Drives performance targets to completion

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, veterans 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.

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Nearest Major Market: Detroit