External Wholesaler - Annuities - RIA

Alternate Locations:
Los Angeles, CA (California);
Dallas, TX (Texas);
Greensboro, NC (North Carolina);
Phoenix, AZ (Arizona);
Radnor, PA (Pennsylvania);
San Diego, CA (California);
Seattle, WA (Washington) 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 #: 76888

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 RIA channel through wholesale and point of sale efforts for the assigned territory of Pacific Northwest (S. CA & NV).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 forMust-Haves3-5 years’ external sales experience in the financial services industry that directly aligns with the specific responsibilities preferredFINRA Series SIE, 6, 63, L&HBachelor's degree or equivalent work experience Analytical skills and close attention to detail is necessary to determine proper processing of investment documents

Effective verbal and written communication skills

Skill in writing grammatically correct routine business correspondence such as brief transmittal memoranda

Ability to adapt quickly in a changing work environment

Application Deadline Applications for this position will be accepted through December, 31, 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…