[Hiring] Fixed Annuity Associate Wholesaler @Lincoln Financial

Role Description

As the Fixed Annuities Associate Wholesaler, you will be responsible for proactively promoting sales of Lincoln Financial Group’s products to financial professionals in Independent and Wires channels through wholesale and point of sale efforts in a territory that will be defined at time of hire.

• 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 collaborative relationships with internal stakeholders to achieve sales objectives.
• 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.
• 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.

Qualifications

• 1-3+ years of experience in wholesaling that aligns with the specific responsibilities for this position.
• FINRA Series SIE, 6, and 63 License required upon hire.
• Bachelor's degree or equivalent work experience.
• Must live in territory or posted location.
• Strong problem-solving and critical thinking skills, with the ability to identify the appropriate resources and tools to drive solutions.
• Effective verbal and written communication skills.
• Ability to adapt quickly in a changing work environment.

Benefits

• 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.