Lincoln Financial
Join to apply for the
External Wholesaler - Annuities
role at
Lincoln Financial .
Alternate Locations:
Houston, TX (Texas)
Work Arrangement:
Remote : Work at home employee residing outside of a commutable distance to an office location.
Relocation Assistance:
not available for this opportunity.
Requisition #:
75605
The Role at a Glance As an Annuities External Wholesaler you will be responsible for proactively promoting sales of Lincoln Financial Group’s products to financial advisors within the IP and Edward Jones channels through wholesale and point of sale efforts for the assigned territory in the South East TX (Houston market).
What You'll Be Doing
Builds and directs a more complex relationship platform by identifying senior contacts within targeted firms to achieve profitable sales and Lincoln's product breadth growth.
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).
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.
Increases penetration in territory by optimizing and growing relationships within existing more complex firms/institutions.
Maintains sales call data in appropriate systems and/or completes sales reports.
Meets or exceeds all department and/or sales goals/targets for the assigned territory.
Utilizes expense budgets to set limits and maximize sales opportunities within the 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.
Adheres to LFD's Culture of Compliance and complies with LFD's policies and procedures.
What We’re Looking For
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.
Must reside in territory upon hire.
Analytical skills and close attention to detail necessary to determine proper processing of investment documents.
Effective verbal and written communication skills.
Reading skills to interpret documents in standard English text such as policies, proposals, applications, and procedures.
Ability to adapt quickly in a changing work environment.
Ability to work independently in a team environment.
Application Deadline Applications for this position will be accepted through February 28, 2026, subject to earlier closure due to applicant volume.
What’s it like to work here? At Lincoln Financial, 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
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.
Pay Range The 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.
About The Company Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services. With our 120‑year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach.
Equity Statement Lincoln is committed to creating an inclusive 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.
Additional Information 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 or candidate profiles submitted through our website or to personal e‑mail accounts of employees of Lincoln Financial are considered property of Lincoln Financial and are not subject to payment of agency fees.
Lincoln Financial ("Lincoln" or "the Company") 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, age, national origin or disability. Opportunities throughout Lincoln are available to employees and 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 E‑Verify notices.
#J-18808-Ljbffr
External Wholesaler - Annuities
role at
Lincoln Financial .
Alternate Locations:
Houston, TX (Texas)
Work Arrangement:
Remote : Work at home employee residing outside of a commutable distance to an office location.
Relocation Assistance:
not available for this opportunity.
Requisition #:
75605
The Role at a Glance As an Annuities External Wholesaler you will be responsible for proactively promoting sales of Lincoln Financial Group’s products to financial advisors within the IP and Edward Jones channels through wholesale and point of sale efforts for the assigned territory in the South East TX (Houston market).
What You'll Be Doing
Builds and directs a more complex relationship platform by identifying senior contacts within targeted firms to achieve profitable sales and Lincoln's product breadth growth.
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).
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.
Increases penetration in territory by optimizing and growing relationships within existing more complex firms/institutions.
Maintains sales call data in appropriate systems and/or completes sales reports.
Meets or exceeds all department and/or sales goals/targets for the assigned territory.
Utilizes expense budgets to set limits and maximize sales opportunities within the 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.
Adheres to LFD's Culture of Compliance and complies with LFD's policies and procedures.
What We’re Looking For
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.
Must reside in territory upon hire.
Analytical skills and close attention to detail necessary to determine proper processing of investment documents.
Effective verbal and written communication skills.
Reading skills to interpret documents in standard English text such as policies, proposals, applications, and procedures.
Ability to adapt quickly in a changing work environment.
Ability to work independently in a team environment.
Application Deadline Applications for this position will be accepted through February 28, 2026, subject to earlier closure due to applicant volume.
What’s it like to work here? At Lincoln Financial, 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
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.
Pay Range The 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.
About The Company Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services. With our 120‑year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach.
Equity Statement Lincoln is committed to creating an inclusive 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.
Additional Information 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 or candidate profiles submitted through our website or to personal e‑mail accounts of employees of Lincoln Financial are considered property of Lincoln Financial and are not subject to payment of agency fees.
Lincoln Financial ("Lincoln" or "the Company") 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, age, national origin or disability. Opportunities throughout Lincoln are available to employees and 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 E‑Verify notices.
#J-18808-Ljbffr