External Wholesaler - Retirement Plans

External Wholesaler – Retirement Plan Services

Alternate Locations: Phoenix, AZ (Arizona)

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 #: 75540

As an External wholesaler for Retirement Plan Services you will develop, direct, implement, and maintain a business plan to achieve sales and growth goals for your assigned external wholesale area(s) of responsibility. You will build, enhance, and direct relationships with firms and/or institutions in your assigned territory of Arizona, New Mexico, and El Paso, and develop external wholesale sales programs resulting in increased sales revenue and market share within the assigned territory.

• Build and direct a complex relationship platform by identifying senior contacts within targeted firms to achieve profitable sales and product growth.
• Collaborate with internal stakeholders to ensure proper processing of all sold products from time of sale to issuance.
• Conduct firm/institution meetings and in‑person meetings to achieve sales targets.
• Develop a comprehensive understanding of existing and targeted firms/institutions, including market segments and value propositions.
• Maintain and grow external wholesale sales programs to increase revenue and market share within the assigned area.
• Optimize and grow relationships within existing firms/institutions to increase penetration.
• Maintain sales call data in appropriate systems and or complete sales reports.
• Meet or exceed all department and sales goals/targets for the assigned territory.
• Utilize expense budgets to set limits and maximize sales opportunities within the assigned territory.
• Support growth in all segments of Lincoln’s products/service offerings to maximize cross‑sell and penetration opportunities.
• Adhere to LFD’s Culture of Compliance by complying with policies and procedures.

• 3‑5 years of external sales experience in the financial services industry aligning with the responsibilities.
• FINRA Series SIE, 6, 63, L&H.
• Bachelor’s degree or equivalent work experience.
• Must reside in sales territory.
• Strong analytical skills and close attention to detail for proper processing of investment documents.
• Effective verbal and written communication skills.
• Ability to write grammatically correct routine business correspondence.
• Ability to adapt quickly in a changing work environment.

Applications for this position will be accepted through March 31, 2026, subject to earlier closure due to applicant volume.

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.

• Clearly defined career tracks and job levels with associated behaviors for each of Lincoln’s core values and leadership attributes.
• Leadership development and virtual training opportunities.
• PTO/parental leave.
• Competitive 401(k) and employee benefits.
• Free financial counseling, health coaching, and employee assistance program.
• Tuition assistance program.
• Work arrangements that suit you.
• Effective productivity/technology tools and training.

The pay range for this position is $215,000 – $480,000, with anticipated pay for new hires between the minimum and midpoint of the range. Pay may vary based on location and applicable factors. In addition, the role may be eligible for annual and long‑term incentive programs.

Lincoln Financial (NYSE: LNC) helps people confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, offering annuities, life insurance, group protection, and retirement plan services.

Lincoln Financial Distributors is the wholesale distribution…