Internal Wholesaler - Life Insurance

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Date: Apr 21, 2025

Primary Location: Greensboro, NC, US

Company: Lincoln Financial

Alternate Locations: Greensboro, NC (North Carolina)

Work Arrangement:

Hybrid/Common Days+ : Work 2-3 days a week in a Lincoln office with a designated workspace.

Relocation assistance: is not available for this opportunity.

Requisition #: 74473

The Role at a Glance

As an Internal Wholesaler, you will build and maintain strong business relationships with key sales clients to meet or exceed established sales goals, quotas, targets or objectives for assigned area(s) of Internal Wholesale responsibility. In this position, you will initiate and/or follow up on more complex sales calls through inbound and outbound communications which result in an increase in sales revenue and market share within your assigned area of responsibility.

What you'll be doing

Building and maintaining strong business relationships with key sales clients to meet or exceed established sales goals, quotas, targets or objectives.
Capturing and maintaining sales call data in appropriate systems and/or completes sales reports.
Collaborating with internal stakeholders to ensure the proper processing of all sold products from time of sale to issuance.
Collecting required complex information from the customers contacted or who contact you that is necessary to create sales proposals.
Developing and maintaining a strong understanding of LFG's products, services and operational structure to enhance ability to identify and target sales growth opportunities.
Developing and maintaining collaborative relationships with internal/external stakeholders to achieve sales objectives.
Developing 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.
Entering collected information into appropriate systems that identifies which products may be offered to customers based upon more complex information provided.
Identifying and recommending to management process improvements that reduce workloads or improve quality.
Identifying, communicating and working with appropriate stakeholders to resolve any potential conflicts regarding Lincolns products/services.
Maintaining knowledge on current and emerging developments/trends for assigned area(s) of responsibility, assessing the impact, and collaborating with management to incorporate new trends and developments in current and future solutions.
May compile documents for forwarding to appropriate stakeholders for underwriting or processing.
Meeting or exceeding all department, and sales and/or activity goals for your assigned territory.
Partnering with key stakeholders to support the development of territory business plans designed to increase territory sales.
Planning and executing marketing solutions within assigned territory.
Receiving more complex internal leads and contacting potential customers or receiving contacts from customers generated by marketing activity.
Serving as a resource to internal/external stakeholders.
Carrying out duties in compliance with all state and federal regulations and guidelines, complying with all company and site policies and procedures.
Performing other duties as required.

What we’re looking for

Must-haves:

1 - 3+ Years of experience in financial services sales, marketing and/or relationship management 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 6 license -Upon Hire
FINRA Series 63 License -Upon Hire
Resident State Life & Health -Upon Hire
Ability to perform under stress in cases of emergency, critical or hazardous situations.
Ability to work with others in a team environment; demonstrates strong interpersonal skills with a collaborative style.
Demonstrated ability to identify and recommend processes improvements.
Demonstrated ability to identify, develop and implement processes improvements.
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.
Demonstrates the ability to use sound judgment and discretion regarding confidential information.
Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
Successfully completes regulatory and job training requirements.

Application Deadline

Applications for this position will be accepted through May 30, 2025, subject to earlier closure due to applicant volume.

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:

Clearly defined career tracks and job levels, along with associated behaviors for each Lincoln leadership Attribute.
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

The pay range for this position is $60,000 - $175,000 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.

About The Company

Lincoln Financial Group helps people to plan, protect and retire with confidence. As of Dec. 31, 2023, approximately 17 million customers trust our guidance and solutions across four core businesses – annuities, life insurance, group protection and retirement plan services. As of December 31, 2023, the company had $295 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.

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 or 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: Greensboro
Job Segment: Compliance, Underwriter, Social Media, Law, Legal, Insurance, Marketing

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