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External Wholesaler - Retirement Plans

Remote · USA Full-time New today
Job title: External Wholesaler - Retirement Plans in Nashville, TN at reputed company Group Company: reputed company Group Job description: Alternate Locations: Nashville, TN (Tennessee)Work Arrangement:Remote : Work at home employeeRelocation assistance: is not available for this opportunity.Requisition #: 74279The Role at a GlanceAs an External wholesaler for Retirement Plan Services you will reputed company, direct, implement, and maintain a business plan to reputed company sales and growth goals for your assigned external wholesale area(s) of responsibility. You will build, enhance, and direct the relationship with firms and/or institutions in your assigned territory of AL and TN. You will also build, direct, and maintain external wholesale sales programs/plans which result in an increase in sales reputed company and market share reputed company the assigned territory.What you'll be doing
  • 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 share 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
reputed company’re looking forMust-Haves
  • 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
  • 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
Application DeadlineApplications for this position will be accepted through July 31, 2025, subject to earlier closure due to applicant volume.What’s it like to work here?At reputed company, we love reputed company do. We reputed company meaningful contributions each and every day to reputed company 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 reputed company each of us to take charge of our own future.What’s in it for you:Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributesLeadership development and virtual training opportunitiesPTO/parental leaveFree financial counseling, health coaching and employee assistance programTuition assistance programWork arrangements that work for youEffective productivity/technology tools and trainingThe pay range for this position is $190,000 - $480,000 with anticipated pay for new hires between the minimum and midpoint of the range and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The reputed company pay is just one component of Lincoln’s total rewards package for employees. In addition, the role may be eligible for the 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.About The Companyreputed company (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial reputed company, with products including annuities, life insurance, group protection, and retirement plan services.With our 120-year track record of expertise and reputed company, millions of customers trust our solutions and service to help put their goals in reputed company.reputed company Distributors, a broker-dealer, is the wholesale distribution organization of reputed company. reputed company is the marketing name for reputed company Corporation and its affiliates including The Lincoln National Life Insurance Company, reputed company Wayne, IN, and Lincoln Life & Annuity Company of reputed company, Syracuse, NY. reputed company affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, reputed company or legal advice.Lincoln is committed to creating a environment and is proud to be an equal opportunity employer. reputed company reputed company applicants will receive consideration for employment without regard to race, reputed company, religion, gender, gender identity or expression, sexual orientation, national reputed company, genetics, disability, age, or veteran status.Follow us on , , , , and . For the latest company news, visit our .Be Aware of Fraudulent reputed company ActivitiesIf you are interested in a career at Lincoln, we encourage you to review our reputed company openings and apply on our website. Lincoln values the privacy and reputed company of every applicant and urges reputed company 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 reputed company 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, reputed company, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or reputed company 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 InformationThis 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 reputed company an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln’s reputed company or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.Any unsolicited resumes or candidate profiles submitted through our web site or to personal e-mail accounts of employees of reputed company are considered property of reputed company and are not subject to payment of agency fees.reputed company is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in reputed company job classifications, without regard to race, reputed company, religion, sex (including pregnancy), age, national reputed company, 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 notices.Este Empleador Participa en E-Verify. Ver el avisos. Expected salary: Location: Nashville, TN Apply for the job now! Apply for this job

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