External Wholesaler - Retirement
$190,000–$480,000 year
RemoteTexas, United States
Job Summary
Develop and direct a business plan to achieve sales and growth goals for assigned external wholesale areas in southern Texas. Build complex relationships with firms and institutions by identifying senior contacts, conducting due diligence meetings, and optimizing sales programs to increase revenue and market share. Collaborate with internal stakeholders to ensure proper product processing from sale to issuance while maintaining comprehensive sales call data and reports. Meet or exceed department and sales targets by utilizing expense budgets to maximize opportunities and cross-selling Lincoln's product offerings. Adhere strictly to compliance policies and procedures throughout all activities.
Required Qualifications
- 3-5 years' external sales experience in the financial services industry that directly aligns with the specific responsibilities
- FINRA Series SIE
- FINRA Series 6
- FINRA Series 63
- FINRA Series L&H
- Bachelor's degree or equivalent work experience
- Must reside in sales territory
- 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
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