[Remote] Fixed Annuity Associate Wholesaler Job Details | Lincoln Financial

Note: The job is a remote job and is open to candidates in USA. Lincoln Financial is hiring a Fixed Annuity Associate Wholesaler to promote its fixed annuity products to financial professionals in Independent and Wires channels. The role focuses on sales growth, territory and client relationship management, and product education and support.

Responsibilities

• 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

Skills

• 1-3+ years of experience in wholesaling that aligns with the specific responsibilities for this position
• FINRA SIE, Series 6, Series 63, and Life & Health required upon hire
• Bachelor's degree or equivalent work experience
• 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

Benefits

• 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
• Remote work at home for employees residing outside of a commutable distance to an office location
• 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

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