Internal Wholesaler - Retirement

Lincoln Financial is a company that helps people plan for their financial future. They are seeking an Internal Wholesaler who will build and maintain strong business relationships with key sales clients to meet or exceed sales goals, while also collaborating with internal stakeholders and ensuring compliance with regulations.

Responsibilities

• 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

Skills

• 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
• 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

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

Company Overview