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External Wholesaler - Retirement Plan Services

Lincoln Financial Group Rochester, NY
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Job Description

Alternate Locations: New York, NY (New York); Rochester, NY (New York); Syracuse, NY (New York)

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

Hiring Manager: Paul Vincent Rankin

Level: S3

Requisition #57062

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 Retirementproducts to financial advisors in your assigned channel (Long Island, NY and west Chester County, NY) through wholesale and point of sale efforts.

Responsibilities

Sales and Relationship Management

  • Develops and maintains profitable productive relationships with Financial Advisors in your assigned territory in order to significantly capture sales and market share
  • 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

Education

  • 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

Experience

  • 3-5+ of experience years in Financial Services Sales that directly aligns with the specific responsibilities for this position
  • Proficiency in Financial Services Sales, Wholesaling, Retirement Plan 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 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 October 30, 2018
Date Closes November 29, 2018
Requisition 57062-en_US
Located In Rochester, NY
Department Sales Management
SOC Category 00-0000.00
Location