Lincoln Financial Group Hiring for External Wholesaler – RPS at Santa Fe Full Time

Alternate Locations: Birmingham, AL (Alabama); Huntsville, AL (Alabama); Memphis, TN (Tennessee); Nashville, TN (Tennessee); Work from Home

Work Arrangement: Work from Home

Relocation assistance: is not available for this opportunity.

Requisition #: 70088

The Role at a Glance:

As an 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 retirement plan service product line. In this position you will build, enhance, and direct the relationship with firms and/or institutions in your assigned territory Northern AL and TN. You 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.

What you’ll be doing:

• Building and directing a more complex relationship platform by identifying senior contacts within targeted firms to achieve profitable sales and Lincoln’s product breath growth.

• Collaborating with internal stakeholders on proposals and distribution of relevant marketing materials.

• Collaborating with internal stakeholders to ensure the proper processing of all sold products from time of sale to issuance.

• Conducting firm/institution meetings and in-person meetings to achieve sales targets. (e.g. due diligence meetings, one-on-one meetings, sponsorship and speaking opportunities).

• Cultivating, directing, and maintaining increasingly senior level client relationships within your assigned territories’ firms/institution.

• Developing 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.

• Developing and maintaining a more complex sales program to increase sales revenue and market share.

• Developing and maintaining collaborative relationships with internal stakeholders to achieve sales objectives.

• Developing, directing, and executing more complex plans to increase/gain opportunities to introduce Lincoln management and other resources to targeted firms/institutions.

• Directing and 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.

• Identifying and communicating any potential conflicts regarding Lincoln’s products/services.

• Identifying, recommending, and implementing process improvements that reduce workloads or improve quality.

• Increasing penetration in territory by optimizing and growing relationships within existing more complex firms/institutions.

• Increasing/gaining awareness of Lincoln’s products and services with more complex firms and/or institutions within your assigned territory.

• Maintaining knowledge on current and emerging developments/trends, assessing the impact, and collaborating with management to incorporate new trends and developments in current and future solutions.

• Maintaining sales call data in appropriate systems and/or complete sales reports.

• Meeting or exceeding all department and/or sales goals/targets for your assigned territory.

• Serving as a subject matter expert to internal/external stakeholders by developing and maintaining an advanced understanding of LFG’s products, services, and operational structure.

• Utilizing expense budgets to set limits and maximize sales opportunities within your assigned territory

• Working 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.

• Adhering to LFDs Culture of Compliance. Complying with LFDs policies and procedures.

What we’re looking for:

Must-haves:

• 3 – 5+ Years of experience in external wholesale 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 & 63 required within 90 days upon hire

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 (https://hrdirectdocs.lfg.com/misc/HR/Recruiting/BenefitsResourcesGuide.pdf)

• 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.

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 (https://www.lfg.com/public/aboutus/companyoverview/diversityinclusion?audience_page_id=1422918942386) 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 (http://www.facebook.com/lincolnfinancialgroup) , Twitter (https://mobile.twitter.com/lincolnfingroup) , LinkedIn (https://www.linkedin.com/company/4307?trkInfo=tas%3Alincoln+financial%2Cidx%3A3-1-3&trk=tyah) , and Instagram (https://www.instagram.com/lincolnfingroup/) . 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 [email protected] 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. (https://www.e-verify.gov/)

Este Empleador Participa en E-Verify. Ver el E-Verify avisos. (https://www.e-verify.gov/es)

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. Opportunities throughout LFG are available to employees and applicants and are evaluated on the basis of job qualifications. We have a drug free work environment and we perform pre-employment substance abuse testing.