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External Wholesaler for Retirement - Chicago

Lincoln Financial Group Chicago, IL

Job Description

Alternate Locations: Chicago, IL (Illinois)

Relocation assistance will be considered/provided for this opportunity within our company guidelines.

Hiring Manager: Drew M Disher

Level: S3

Requisition #41586

About The Company

Led by over 9,000 employees  – including you –  Lincoln Financial provides advice and solutions that help empower Americans to take charge of their financial lives with confidence and optimism. Ranked #223 on the Fortune 500 list, #24 by assets, Lincoln offers a diverse range of financial services and solutions to over 17 million customers with a strong focus on four core business areas –  Life Insurance, Annuities, Retirement Plan Services and Group Protection.

About The Company

Lincoln Financial Group is a Fortune 500 company offering a diverse range of financial services and solutions. With a strong focus on four core business areas - life insurance, annuities, retirement plan services, and group protection - our business is built around supporting, preserving, and enhancing our customer's lifestyles and providing better retirement outcomes. Led by over 8,000 employees, Lincoln Financial provides the tools and advice to help individuals take charge of their futures.

The Role

As an External Wholesaler, you will be responsible for proactively promoting sales of Lincoln Financial Groups products to financial advisors in your assigned channel through wholesale and point of sale efforts.


Sales and Relationship Management

  • Develops and maintains profitable productive relationships with Financial Advisors in your assigned territory, Chicago,in order to significantly capture sales and market share
  • Establised Wholesaler with Relationships and product knowledge in the assigned territory, Chicago
  • Experience selling all retirement channels: Wires, Banks, Independents, etc.
  • Proactively seeks and supports the development of new initiatives to enhance Lincoln's success and market presence
  • Develops and implements Territory Business plan
  • Supports and participates in various Strategic Partner firm meetings and conferences
  • Captures field activityand sales related data in LFD Contact Management System
  • Coordinates sales activities with LFD Internal Wholesalers and the External Wholesalers in other product lines
  • Adhere to LFDs Culture of Compliance. Comply with LFDs policies and procedures


  • Undergraduate degree or 4+ years of comparable work experience required
  • FINRA Series 6 and 63 required
  • Life, Health License in all states within assigned region required


  • 3-5+ of experience years in Financial Services Sales that directly aligns with Retirement Plan Productsin the assigned territory.
  • Proficiency in Financial Services Sales, Wholesaling,Retirement Products, Relationship Management
  • Must live in assigned territory
  • Demonstrated track record of consistently meeting and/or exceeding performance expectations
  • Possesses a bias for action and avoids workplace distractions
  • Drives performance targets to completion

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.

Job Details

Date Posted January 7, 2018
Date Closes February 6, 2018
Requisition 41586-en_US
Located In Chicago, IL
Department Sales Management
SOC Category 00-0000.00