Develop, direct, implement, and maintain a business plan to achieve sales and growth goals for your assigned external wholesale area(s) of responsibility
Build, enhance, and direct the relationship with the direct sales channels (Producer Groups, Point of Sale, & Agency channels) in Texas (territory excludes Houston)
Build, direct, and maintain external wholesale sales programs/plans which result in an increase in sales revenue and market share within the assigned territory
Conduct firm/institution meetings and in-person meetings to achieve sales targets (e.g. due diligence meetings, one-on-one meetings, sponsorship and speaking opportunities)
Develop 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
Develop and maintain a more complex sales program to increase sales revenue and market share within assigned area of responsibility
Maintain sales call data in appropriate systems and/or complete sales reports
Utilize expense budgets to set limits and maximize sales opportunities within their assigned territory
Work 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 and comply with LFDs policies and procedures

3-5 years’ external sales experience in the financial services industry that directly aligns with the specific responsibilities
preferred FINRA Series SIE, 6, 63, L&H
Bachelor's degree or equivalent work experience
Analytical skills and close attention to detail is necessary to determine proper processing of investment documents
Effective verbal and written communication skills
Skill in writing grammatically correct routine business correspondence such as brief transmittal memoranda
Ability to adapt quickly in a changing work environment

External Wholesaler – Life Insurance

Key skills