Job Description

Alternate LocationsAtlanta, GA (Georgia); Charlotte, NC (North Carolina); Greensboro, NC (North Carolina); Memphis, TN (Tennessee); Nashville, TN (Tennessee)Work ArrangementRemote : Work at home employeeRelocation assistanceis not available for this opportunity.Requisition #75085The Role at a GlanceAs a MoneyGuard External Wholesaler you will be responsible for proactively promoting sales of Lincoln Financial Group's products to financial advisors within the Brokerage channel through wholesale and point of sale efforts for the assigned territory in the NC, SC, GA, TN, AL, MS, AR, KS, CO, NV, CA markets.What you'll be doingBuilds 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 to ensure the proper processing of all sold products from time of sale to issuance.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).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.Increases penetration in territory of by optimizing and growing relationships within existing more complex firms/institutions.Maintains sales call data in appropriate systems and/or complete sales reports.Meets or exceeds all department and/or sales goals/targets for their assigned territory.Utilizes expense budgets to set limits and maximize sales opportunities within their 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 proceduresWhat we're looking forMust-Haves3-5 years' external sales experience in the financial services industry that directly aligns with the specific responsibilities preferredFINRA Series SIE, 6, 63, L&HBachelor's degree or equivalent work experienceMust Reside in Territory Upon HireAnalytical skills and close attention to detail is necessary to determine proper processing of investment documentsEffective verbal and written communication skillsReading skills to interpret documents in standard English text such as policies, proposals, applications, and proceduresAbility to adapt quickly in a changing work environmentAbility to work independently in a team environmentApplication DeadlineApplications for this position will be accepted through Septemeber, 5, 2025, subject to earlier closure due to applicant volume.What's it like to work here?At Lincoln Financial, 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:Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributesLeadership development and virtual training opportunitiesPTO/parental leaveCompetitive 401K and employee benefitsFree financial counseling, health coaching and employee assistance programTuition assistance programWork arrangements that work for youEffective productivity/technology tools and trainingPay RangeThe pay range for this position is $190,000 – $480,000 with anticipated pay for new hires between the minimum and midpoint of the range and could vary above and below the listed range as permitted by applicable law. Pay is 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 CompanyLincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services.With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach.Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice.Lincoln is committed to creating an 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.Fraud NoticeIf you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Please contact Lincoln's fraud team at fraudhotline@lfg.com if you encounter a recruiter or see a job opportunity that seems suspicious.Political Contribution PolicyThis 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.E-VerifyThis Employer Participates in E-Verify. See the E-Verify notices.J-18808-Ljbffr

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