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External Wholesaler BDO Moneyguard

Lincoln Financial Group Seattle, WA

Job Description

Alternate Locations: Seattle, WA (Washington)

Relocation assistance is not available for this opportunity.

Requisition #56228

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 Moneyguard BDO develops, directs, implements, and maintains a business plan to achieve sales and growth goals for his/her assigned external wholesale area(s) of responsibility. S/he will build, enhance and direct the relationship with wires in his/her assigned territory which is all of Washington. S/he will also build, direct and maintain external wholesale sales programs/plans which result in an increase in sales revenue and market share within the assigned territory.


  • Builds and directs a more complex relationship platform by identifying senior contacts within targeted firms to achieve profitable sales and Lincoln's product breath growth.
  • Collaborates with internal stakeholders on proposals and distribution of relevant marketing materials for his/her assigned area(s) of responsibility.
  • Conducts firm/institution meetings and in-person meetings to achieve sales targets. (e.g. due diligence meetings, one-on-one meetings, sponsorship and speaking opportunities).
  • Cultivates, directs, and maintains increasingly senior level client relationships within assigned territorys firms/institution.
  • Develops a comprehensive understanding of existing/targeted firms/institutions including targeted market segments, how they operate, and/or value proposition(s) and is known by them.
  • Develops and maintains a more complex sales program to increase sales revenue and market share within assigned area of responsibility.
  • Develops and maintains collaborative relationships with internal stakeholders. to achieve sales objectives.
  • Develops, directs, and executes more complex plans to increase/gain opportunities to introduce Lincoln management and other resources to targeted firms/institutions.
  • Identifies and communicates any potential conflicts regarding Lincoln's products/services.
  • Increases penetration in territory of by optimizing and growing relationships within existing more complex firms/institutions.
  • Increases/gains awareness of Lincoln's products and services with more complex firms and/or institutions within his/her assigned territory.
  • 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.
  • Utilizes expense budgets to set limits and maximize sales opportunities within his/her assigned territory.
  • Works effectively to support growth in all segments of Lincoln's products/service offerings to maximize and capitalize on the opportunities to cross sell and penetrate assigned firms/institutions.
  • Adhere to LFDs Culture of Compliance. Comply with LFDs policies and procedures.

Education & Experience

  • 3 - 5+ Years experience in external wholesale that directly aligns with the specific responsibilities for this position(Required)
  • 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's)in (Minimum Required)


  • Upon Hire Certifications/Licensures : Dependent upon Product Being Sold.

Travel Information

  • Travel Type : National Domestic
  • Travel Amount : 50-100%



This position may be subject to Lincoln’s 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 Lincoln’s 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, 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.


Job Details

Date Posted September 11, 2018
Date Closes October 11, 2018
Requisition 56228-en_US
Located In Seattle, WA
Department Sales Management
SOC Category 00-0000.00