Associate External Wholesaler - MoneyGuard - Specialty Life Partners

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Date: Apr 18, 2025

Primary Location: Radnor, PA, US

Company: Lincoln Financial

Alternate Locations: Hartford, CT (Connecticut); Dallas, TX (Texas); Denver, CO (Colorado); Greensboro, NC (North Carolina); Indianapolis, IN (Indiana); Los Angeles, CA (California); Madison, WI (Wisconsin); Minneapolis, MN (Minnesota); Phoenix, AZ (Arizona); Radnor, PA (Pennsylvania); Salt Lake City, UT (Utah); San Diego, CA (California); San Francisco, CA (California); Seattle, WA (Washington)

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 #: 74352

The Role at a Glance

As the MoneyGuard Associate Wholesaler, you will be responsible for proactively promoting sales of Lincoln Financial Group’s products to financial advisors in the Specialty Life Partners (Allstate & HGI) channel 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

3-5 years’ external sales experience in the financial services industry that directly aligns with the specific responsibilities
FINRA Series SIE, 6, 63, L&H
Bachelor's degree or equivalent work experience
Analytical skills and close attention to detail is necessary to determine proper processing of investment documents
Effective verbal and written communication skills
Skill in writing grammatically correct routine business correspondence such as brief transmittal memoranda
Ability to adapt quickly in a changing work environment

Application Deadline

Applications for this position will be accepted through May, 9, 2025, subject to earlier closure due to applicant volume.

What’s it like to work here?

At Lincoln Financial, 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 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 $160,000 - $285,000 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 (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services.

With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach.

Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice.

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 are considered property of Lincoln Financial and are not subject to payment of agency fees.

Lincoln Financial 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.

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