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Lincoln Financial · 5 hours ago

Internal Wholesaler - Retirement

Radnor, PA

Full-time

Hybrid

Entry, Mid Level

$60K/yr - $175K/yr

1+ years exp

Lincoln Financial helps people to confidently plan for their version of a successful future. As an Internal Wholesaler, you will build and maintain strong business relationships with key sales clients to meet or exceed established sales goals and objectives for your assigned area of responsibility.

AdviceFinanceFinancial ServicesInsurance

Responsibilities

Building and maintaining strong business relationships with key sales clients to meet or exceed established sales goals, quotas, targets or objectives

Capturing and maintaining sales call data in appropriate systems and/or completes sales reports

Collaborating with internal stakeholders to ensure the proper processing of all sold products from time of sale to issuance

Collecting required complex information from the customers contacted or who contact you that is necessary to create sales proposals

Developing and maintaining a strong understanding of LFG's products, services and operational structure to enhance ability to identify and target sales growth opportunities

Developing and maintaining collaborative relationships with internal/external stakeholders to achieve sales objectives

Developing business on behalf of the Lincoln Financial Group (LFG) in a manner that supports a positive company image, in compliance with all required rules and regulations and ethical in all considerations

Entering collected information into appropriate systems that identifies which products may be offered to customers based upon more complex information provided

Identifying and recommending to management process improvements that reduce workloads or improve quality

Identifying, communicating and working with appropriate stakeholders to resolve any potential conflicts regarding Lincolns products/services

Maintaining knowledge on current and emerging developments/trends for assigned area(s) of responsibility, assessing the impact, and collaborating with management to incorporate new trends and developments in current and future solutions

May compile documents for forwarding to appropriate stakeholders for underwriting or processing

Meeting or exceeding all department, and sales and/or activity goals for your assigned territory

Partnering with key stakeholders to support the development of territory business plans designed to increase territory sales

Planning and executing marketing solutions within assigned territory

Receiving more complex internal leads and contacting potential customers or receiving contacts from customers generated by marketing activity

Serving as a resource to internal/external stakeholders

Carrying out duties in compliance with all state and federal regulations and guidelines, complying with all company and site policies and procedures

Performing other duties as required

Qualification

Financial services salesRelationship managementFINRA Series 6 licenseResident State Life & HealthMicrosoft Office SuiteProcess improvementJudgmentDiscretionInterpersonal skillsOrganizational skillsTeamwork

Required

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)

FINRA Series 6 license -Upon Hire

Resident State Life & Health -Upon Hire

Ability to perform under stress in cases of emergency, critical or hazardous situations

Ability to work with others in a team environment; demonstrates strong interpersonal skills with a collaborative style

Demonstrated ability to identify and recommend processes improvements

Demonstrated ability to identify, develop and implement processes improvements

Demonstrates excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail

Demonstrates strong relationship management skills with internal clients (e.g. management, peers and colleagues) and external clients

Demonstrates the ability to use sound judgment and discretion regarding confidential information

Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)

Successfully completes regulatory and job training requirements