External Wholesaler - Small Market Retirement Plan Services

Date: Jul 13, 2021

Location: Tupelo, LA, US

Company: Lincoln Financial

Alternate Locations: Tupelo, MS (Mississippi); Johnson City, TN (Tennessee); US Southeast

 

Work Arrangement: Work from Home

 

Relocation assistance is not available for this opportunity.

 

Level: S3 

 

Requisition #: 66293

 

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 $238 billion in assets under management as of December 31, 2018.

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.

 

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.

 

 

 

General Purpose of Job

As the 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 retirment plan service product line. S/he will build, enhance and direct the relationship with firms and/or institutions in his/her assigned territory of AK, LA, MS, S. AL, and the FL panhandle. S/he 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.

Duties and Responsibilities

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 his/her 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 territorys 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 his/her 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 his/her 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.
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 his/her assigned area(s) of responsibility.
Utilizes expense budgets to set limits and maximize sales opportunities within his/her 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.

Additional Position Responsibilities

Carries out duties in compliance with all state and federal regulations and guidelines. Complies with all company and site policies and procedures.
Makes a positive contribution as demonstrated by: - Making suggestions for improvement - Learning new skills, procedures and processes
Performs other duties as required.
Remains current in profession and industry trends.

Other Skills and Abilities

Ability to perform under stress in cases of emergency, critical or hazardous situations.
Ability to work with others in a team environment.
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 interpersonal skills with a collaborative style.
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.

Education

4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) - Minimum Required

Certifications

FINRA series SIE, 6, 63, L&H required

Experience

3 - 5+ Years experience in external wholesale that directly aligns with the specific responsibilities for this position (Required )

 

Work Arrangement:

Work from Home : Employees will work fully from home. Their job will not require the employee to come into the office, unless for special circumstances. 

 

 

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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