Annuity Associate Wholesaler

Position: Fixed Annuity Associate Wholesaler
Alternate Locations:
Charlotte, NC (North Carolina);
Greensboro, NC (North Carolina) Work Arrangement:

Remote :
Work at home employee residing outside of a commutable distance to an office location.

Relocation assistance:  is not available for this opportunity.

Requisition #: 76527

The Role at a Glance As the Fixed Annuities Associate Wholesaler, you will be responsible for proactively promoting sales of Lincoln Financial Group’s products to financial professionals in Independent and Wires channels through wholesale and point of sale efforts in a territory that will be defined at time of hire.

What you'll be doing

Builds and maintains strong business relationships with key sales clients to meet or exceed established sales goals, quotas, targets or objectives for 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 site visits to assigned firms/institutions to achieve sales targets

Cultivates, manages, and maintains firm/institution client relationships within assigned territory

Develops and executes plans to select appropriate key partners to promote Lincoln's products/services and optimize sales effectiveness

Develops and executes sales plans to increase sales revenue and market share within assigned firms/institutions

Develops and maintains collaborative relationships with internal stakeholders to achieve sales objectives

Meets or exceeds all department and/or sales goals/targets for his/her assigned territory

Provides presentations, information, education, training, and advice on company's products and services to assigned firms/institutions

Provides sales support tools, sales and marketing ideas on Lincoln's products/offerings to assigned firms/institutions

Utilizes expense budgets to set limits and maximize sales opportunities within assigned territory. Collaborates with internal stakeholders on proposals and/or distribution of relevant marketing materials

Adhere to LFDs Culture of Compliance. Comply with LFDs policies and procedures

What we’re looking forMust-Haves1-3+ years of experience in wholesaling that aligns with the specific responsibilities for this position.

FINRA Series SIE, 6, and 63 License required upon hire Bachelor's degree or equivalent work experience

Must live in territory or posted location

Strong problem-solving and critical thinking skills, with the ability to identify the appropriate resources and tools to drive solutions.

Effective verbal and written communication skills

Ability to adapt quickly in a changing work environment

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

The pay range for this position is $80,000 - $168,000 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…