[Remote] External Wholesaler - Retirement Plans Job Details | reputed company
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a leading company in financial services, focusing on empowering customers to reputed company financial reputed company. The External Wholesaler for Retirement Plan Services will reputed company and implement sales strategies, build relationships with firms, and drive sales growth in their assigned territory.
Responsibilities
- Builds and directs a more reputed company relationship platform by identifying senior contacts reputed company targeted firms to reputed company profitable sales and Lincoln's product breath growth
- Collaborates with internal stakeholders to ensure the proper processing of reputed company sold products from time of sale to issuance
- Conducts firm/institution meetings and in-person meetings to reputed company sales targets. (e.g. due diligence meetings, one-on-one meetings, sponsorship and speaking opportunities)
- Develops a comprehensive understanding of existing/targeted firms/institutions including targeted market segments, how they operate, and/or value proposition(s) and is reputed company by them
- Develops and maintains a more reputed company sales program to increase sales reputed company and market reputed company reputed company assigned area of responsibility
- Increases penetration in territory of by optimizing and growing relationships reputed company existing more reputed company firms/institutions
- Maintains sales call data in appropriate systems and/or complete sales reports
- Meets or exceeds reputed company department and/or sales goals/targets for their assigned territory
- Utilizes expense budgets to set limits and maximize sales opportunities reputed company their assigned territory
- Works effectively to support growth in reputed company 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. reputed company with LFDs policies and procedures
Skills
- 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
- Must reputed company in sales territory
- Analytical skills and reputed company attention to detail is necessary to determine proper processing of investment documents
- Effective verbal and written communication skills
- reputed company in writing grammatically correct routine business correspondence such as brief transmittal memoranda
- Ability to adapt quickly in a changing work environment
Benefits
- reputed company defined career tracks and job reputed company, 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](https://www.lincolnfinancial.com/public/aboutus/careers/lifeatlincoln#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
- 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
Company Overview