Lincoln Financial
External Wholesaler - Annuities
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 CO 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 breath 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 of by optimizing and growing relationships within existing more complex firms/institutions. 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. 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. What We're Looking For
Must-Haves 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 is 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 September, 30, 2025, subject to earlier closure due to applicant volume. 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. 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 base 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. 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. Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice. 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.
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 CO 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 breath 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 of by optimizing and growing relationships within existing more complex firms/institutions. 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. 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. What We're Looking For
Must-Haves 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 is 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 September, 30, 2025, subject to earlier closure due to applicant volume. 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. 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 base 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. 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. Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice. 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.