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Sr. Sales Rep, Internal Wholesale

Lincoln Financial Group Radnor, PA

Job Description

Alternate Locations: Radnor, PA (Pennsylvania)

Relocation assistance is not available for this opportunity.

Requisition #37441

About the Company

Lincoln Financial Group provides advice and solutions that help empower people to take charge of their financial lives with confidence and optimism. Today, more than 17 million customers trust our retirement, insurance and wealth protection expertise to help address their lifestyle, savings and income goals, as well as to guard against long-term care expenses. Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates.

The Role

This position will build and maintain strong business relationships with key sales clients to meet or exceed established sales goals, quotas, targets or objectives for his/her assigned area(s) of Internal Wholesale responsibility. This position initiates and/or follows up on more complex sales calls through inbound and outbound communications which result in an increase in sales revenue and market share within his/her assigned area of responsibility.


  • Captures and maintains sales call data in appropriate systems and/or completes sales reports.
  • Collects required more complex information from the customers they contact or who contact them that is necessary to create sales proposals.
  • Develops and maintains collaborative relationships with internal/external stakeholders to achieve sales objectives.
  • Enters collected information into appropriate systems that identifies which products may be offered to customers based upon more complex information provided.
  • Identifies, communicates and works with appropriate stakeholders to resolve any potential conflicts regarding Lincolns products/services.
  • May compile documents for forwarding to appropriate stakeholders for underwriting or processing.
  • Meets or exceeds all department, and sales and/or activity goals for his/her assigned territory.
  • Partners with key. stakeholders to support the development of territory business plans designed to increase territory sales.
  • Plans and executes marketing solutions within assigned territory.
  • Receives more complex internal leads and contacts potential customers or receives contacts from customers generated by marketing activity.

Education & Experience

  • 1 - 3+ Years of experience in financial services sales, marketing and/or relationship management that directly aligns with the specific responsibilities for this position
  • 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's)in (Minimum Required)


  • FINRA 6, 63 and State Life and Health required

This 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.

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. 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.

Job Details

Date Posted September 16, 2017
Date Closes October 16, 2017
Requisition 37441-en_US
Located In Radnor, PA
Department Sales Management
SOC Category 00-0000.00