External Wholesaler – Life Insurance

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🔥 0 minutes ago

🤠 Texas – Remote

🤠 Texas – Remote

💵 $190k - $480k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🔒 Insurance

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Lincoln Financial

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1905

💸 Finance

👥 HR Tech

Finance • HR Tech • Insurance

Lincoln Financial is an organization dedicated to protecting the privacy and security of its job applicants. It actively informs candidates about potential recruitment scams and outlines its robust hiring procedures, making clear that they do not request sensitive personal information during the application process. The company offers a diverse range of career opportunities across various fields including actuarial, finance, legal, and customer service, and is committed to maintaining equal employment opportunities.

📋 Description

• Develop, direct, implement, and maintain a business plan to achieve sales and growth goals for your assigned external wholesale area(s) of responsibility • Build, enhance, and direct the relationship with the direct sales channels (Producer Groups, Point of Sale, & Agency channels) in Texas (territory excludes Houston) • Build, direct, and maintain external wholesale sales programs/plans which result in an increase in sales revenue and market share within the assigned territory • Conduct firm/institution meetings and in-person meetings to achieve sales targets (e.g. due diligence meetings, one-on-one meetings, sponsorship and speaking opportunities) • Develop 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 • Develop and maintain a more complex sales program to increase sales revenue and market share within assigned area of responsibility • Maintain sales call data in appropriate systems and/or complete sales reports • Utilize expense budgets to set limits and maximize sales opportunities within their assigned territory • Work 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 and comply with LFDs policies and procedures

🎯 Requirements

• 3-5 years’ external sales experience in the financial services industry that directly aligns with the specific responsibilities • preferred FINRA Series SIE, 6, 63, L&H • Bachelor's degree or equivalent work experience • Analytical skills and close attention to detail is necessary to determine proper processing of investment documents • Effective verbal and written communication skills • Skill in writing grammatically correct routine business correspondence such as brief transmittal memoranda • Ability to adapt quickly in a changing work environment

🏖️ Benefits

• Clearly defined career tracks and job levels • 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