Associate External Wholesaler - Life - LFA Advisor Channel
Company: Lincoln Financial Group
Location: Montgomery
Posted on: January 26, 2023
Job Description:
Alternate Locations: Work from Home; Hartford, CT (Connecticut);
Radnor, PA (Pennsylvania)Work Arrangement: Work from HomeRelocation
assistance: : is not available for this opportunity.Pay Range:
$75,000 - $275,000Requisition #: 70924The Role at a GlanceAs the
Life Associate Wholesaler, you will be responsible for proactively
promoting sales of Lincoln Financial Groups products to financial
advisors in the LFA Advisor Channel channel through wholesale and
point of sale effortsWhat 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 a strong understanding of LFG's
products, services and operational structure to enhance ability to
identify and target sales growth opportunities for assigned area(s)
of responsibility.
- Develops and maintains collaborative relationships with
internal stakeholders to achieve sales objectives
- 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 and recommends to management process improvements
that reduce workloads or improve quality for assigned area(s) of
responsibility.
- Increases penetration in territory by optimizing and growing
relationships within existing firms/institutions. Partners with
fellow wholesalers to achieve sales objectives.
- Increases/gains awareness of Lincoln's products and services
with firms and/or institutions within 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
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.
- Serves as a resource to internal/external stakeholders for
assigned area(s) of responsibility.
- 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 were looking forMust-Haves:
- 1 - 3+ Years experience in external wholesale that directly
aligns with the specific responsibilities for this position
- FINRA Series 6 and 63 License
- Life, Health License in all states within assigned region
- Bachelor's degree or equivalent work experience (4 years of
experience in lieu of Bachelor's)
- Ability to work with others in a team environment; Demonstrates
strong interpersonal skills with a collaborative style.
- Demonstrated ability to identify, develop and implement
processes improvements.
- Demonstrated ability to successfully hire, retain, develop, and
coach staff via a culture of real-time performance feedback, with
ability to build both technical and leadership skills.
- Demonstrates excellent organizational skills with the ability
to prioritize workload and multi-task while maintaining strict
attention to detail.
- Demonstrates strong relationship management skills with
internal clients (e.g. management, peers and colleagues) and
external clients.
- Finds common ground and can gain collaboration among
management, colleagues and peers; can influence outcomes without
directing or commanding.
- Demonstrates the ability to use sound judgment and discretion
regarding confidential information.
- Proficiency with Microsoft Office Suite (Word, Excel,
PowerPoint, Outlook).Whats 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.Whats in it for YOU:
- A clearly defined career framework to help you successfully
manage your career
- Leadership development and virtual training opportunities
- PTO/parental leave
- Competitive 401K and employee benefits
(https://hrdirectdocs.lfg.com/misc/HR/Recruiting/BenefitsResourcesGuide.pdf)
- 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 trainingWork
ArrangementWork from Home : Employees will work from home and are
not required to work in a Lincoln office on a regular basis.Lincoln
will evaluate the following when setting the successful candidate's
wage rate: Prior work or industry experience. Education level to
the extent education is relevant to the position. Unique
skillsAbout The CompanyLincoln 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 customers 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 Newsweeks 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 diverse and inclusive
(https://www.lfg.com/public/aboutus/companyoverview/diversityinclusion?audience_page_id=1422918942386)
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 Facebook
(http://www.facebook.com/lincolnfinancialgroup) , Twitter
(https://mobile.twitter.com/lincolnfingroup) , LinkedIn
(https://www.linkedin.com/company/4307?trkInfo=tas%3Alincoln+financial%2Cidx%3A3-1-3&trk=tyah)
, and Instagram (https://www.instagram.com/lincolnfingroup/) . Sign
up for email alerts at http://newsroom.lfg.comBe Aware of
Fraudulent Recruiting ActivitiesIf 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 fraudhotline@lfg.com if you encounter a recruiter or see a job
opportunity that seems suspicious.Additional InformationThis
position may be subject to Lincolns 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 Lincolns 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 260-455-2558.This
Employer Participates in E-Verify. See the E-Verify
(https://www.e-verify.gov) notices.Este Empleador Participa en
E-Verify. Ver el E-Verify (https://www.e-verify.gov/es)
avisos.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, veterans status, or
genetic information. Opportunities throughout LFG are available to
employees and applicants and are evaluated on the basis of job
qualifications. We have a drug free work environment and we perform
pre-employment substance abuse testing.
Keywords: Lincoln Financial Group, Montgomery , Associate External Wholesaler - Life - LFA Advisor Channel, Other , Montgomery, Alabama
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