External Wholesaler

2 weeks ago


Miami, United States Lincoln Financial Full time

**Date**:Apr 19, 2024

**Primary Location**: Miami, FL, US

**Company**:Lincoln Financial

**Alternate Locations**: Miami, FL (Florida); Fort Lauderdale, FL (Florida)

**Work Arrangement**:
Remote : Work at home employee residing outside of a commutable distance to an office location.

**Relocation assistance**: is not available for this opportunity.

**Requisition #**: 72854

**The Role at a Glance**
- As an External Wholesaler for Small Market Retirement Plan Services you will develop, direct, implement, and maintain a business plan to achieve sales and growth goals for the small market retirement plan service product line. You will build, enhance and direct the relationship with firms and/or institutions in your assigned territory of Southeastern FL. You 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.**What you'll be doing**
- Must-haves:_
- 3 - 5+ Years of experience in external wholesale 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)
- FINRA series license 6, 63 and L&H upon hire
- Ability to work with others in a team environment. Demonstrates strong interpersonal skills with a collaborative style.
- Demonstrated ability to develop strategies and business plans to deliver and exceed expected business objectives and results.
- Demonstrated ability to ensure workloads are appropriately balanced among team members.
- Demonstrated ability to identify and recommend processes improvements.
- Demonstrated excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail.
- Demonstrates advanced relationship management skills with internal clients (e.g. management, peers and colleagues) and external clients.
- Demonstrates strong project management skills including, critical ability to coordinate and balance multiple projects in a time-sensitive environment, under pressure, and meeting deadlines.
- Finds common ground and can gain collaboration among management, colleagues and peers.
- Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
- Successfully completes regulatory and job training requirements**What we’re looking for**

**What’s it like to work here?**

At Lincoln Financial Group, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.

**What’s in it for YOU**:
- A clearly defined career framework to help you successfully manage your career-
- 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-
- A leadership team that prioritizes your health and well-being; offering a remote work environment and flexible work hybrid situations-
- Effective productivity/technology tools and training**Pay Range**: $190,000 - $480,000

Actual base pay could vary based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln’s total rewards package for employees. In addition, the role 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.

**About The Company**

Lincoln is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

Follow us on Facebook, X, LinkedIn, and Instagram. For the latest company news, visit our newsroom.

**Be Aware of Fraudulent Recruiting Activities**

**Additional Information


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