External Wholesaler - Annuities - Independents and Edward Jones (878370000A0)
Alternate Locations: Austin, TX (Texas); San Antonio, TX (Texas)
Work Arrangement: Work from Home
Relocation assistance: is not available for this opportunity.
Requisition #: 69251
General Purpose of Job
As an Annuities External Wholesaler - Austin and San Antonio - Independents Channel & Edward Jones, you will be responsible for proactively promoting sales of Lincoln Financial Group’s products to financial advisors in your assigned channel through wholesale and point of sale effort.Duties and ResponsibilitiesBuilds and directs a more complex relationship platform by identifying senior contacts within targeted firms to achieve profitable sales and Lincoln's product breath growth.Collaborates with internal stakeholders on proposals and distribution of relevant marketing materials for their 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 firm/institution meetings and in-person meetings to achieve sales targets. (e.g. due diligence meetings, one-on-one meetings, sponsorship and speaking opportunities).Cultivates, directs, and maintains increasingly senior level client relationships within assigned territorys firms/institution.Develops 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.Develops and maintains a more complex sales program to increase sales revenue and market share within assigned area of responsibility.Develops and maintains collaborative relationships with internal stakeholders. to achieve sales objectives.Develops, directs, and executes more complex plans to increase/gain opportunities to introduce Lincoln management and other resources to targeted firms/institutions.Directs and develops 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.Identifies and communicates any potential conflicts regarding Lincoln's products/services.Identifies, recommends and implements process improvements that reduce workloads or improve quality for their assigned area(s) of responsibility.Increases penetration in territory of by optimizing and growing relationships within existing more complex firms/institutions.Increases/gains awareness of Lincoln's products and services with more complex firms and/or institutions within their assigned territory.Maintains knowledge on current and emerging developments/trends for assigned area(s) of responsibility, assesses the impact, and collaborates with management to incorporate new trends and developments in current and future solutions.Maintains sales call data in appropriate systems and/or complete sales reports.Meets or exceeds all department and/or sales goals/targets for their assigned territory.Serves as a subject matter expert to internal/external stakeholders by developing and maintaining an advanced understanding of LFG's products, services and operational structure for their assigned area(s) of responsibility.Utilizes expense budgets to set limits and maximize sales opportunities within their assigned territory.Works 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. Comply with LFDs policies and procedures.Additional Position ResponsibilitiesCarries out duties in compliance with all state and federal regulations and guidelines. Complies with all company and site policies and procedures.Makes a positive contribution as demonstrated by: - Making suggestions for improvement - Learning new skills, procedures and processesPerforms other duties as required.Remains current in profession and industry trends.Other Skills and AbilitiesAbility to perform under stress in cases of emergency, critical or hazardous situations.Ability to work with others in a team environment.Demonstrated ability to develop strategies and business plans to deliver and exceed expected business objectives and results.Demonstrated ability to ensure workloads are appropriately balanced among team members.Demonstrated ability to identify and recommend processes improvements.Demonstrated excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail.Demonstrates advanced relationship management skills with internal clients (e.g. management, peers and colleagues) and external clients.Demonstrates strong interpersonal skills with a collaborative style.Demonstrates strong project management skills including, critical ability to coordinate and balance multiple projects in a time-sensitive environment, under pressure, and meeting deadlines.Finds common ground and can gain collaboration among management, colleagues and peers.Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).Successfully completes regulatory and job training requirements.Education4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) - Minimum RequiredCertificationsDependent upon Product Being Sold -Upon HireExperience3 - 5+ Years experience in external wholesale that directly aligns with the specific responsibilities for this position (Required )
What’s it like to work here?
At Lincoln Financial Group, we love what we do. We make meaningful contributions each and every day to empower 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 empower each of us to take charge of our own future.
What’s in it for YOU:
A clearly defined career framework to help you successfully manage your career
Leadership development and virtual training opportunities
Free financial counseling, health coaching and employee assistance program
Tuition assistance program
A leadership team that prioritizes your health and well-being; offering a remote work environment and flexible work hybrid situations
Effective productivity/technology tools and training
Work from Home : Employees will work from home and are not required to work in a Lincoln office on a regular basis.
About The Company
Lincoln Financial Group, a Fortune 200 company with over 10,000 employees, provides advice and solutions that help empower Americans to take charge of their financial lives with confidence. Our core business areas — Life Insurance, Annuities, Retirement Plan Services and Group Protection — focus on supporting, preserving and enhancing over 17 million customer’s lifestyles and retirement outcomes.
Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. The company had $324 billion in end-of-period account values as of June 30, 2021.
Ranked one of the Best Large Employers in America and Best Employers for Women by Forbes magazine as well as one of Newsweek’s Most Responsible Companies, Lincoln Financial Group makes a serious investment in our employees’ futures through a broad range of wealth accumulation and protection plans, health and wellness programs, and career development resources designed to help each individual reach their personal and professional goals.
Lincoln is committed to creating a [Register to View] environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
Lincoln Financial Group is a committed corporate citizen included on major sustainability indices including the Dow Jones Sustainability Index North America and FTSE4Good. Dedicated to diversity and inclusion, we earned perfect 100 percent scores on the Corporate Equality Index and the Disability Equality Index. Follow us on [Register to View] , [Register to View] , [Register to View] , and [Register to View] . Sign up for email alerts at [Register to View]
Be Aware of Fraudulent Recruiting Activities
If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all 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 security 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, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Please contact Lincoln's fraud team at [Register to View] if you encounter a recruiter or see a job opportunity that seems suspicious.
This 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 extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln’s current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.
Any unsolicited resumes/candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial Group are considered property of Lincoln Financial Group and are not subject to payment of agency fees.
Lincoln Financial Group (“LFG”) is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, 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 [Register to View] .
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