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External wholesaler for Retirement Plan Services

Lincoln Financial
remote
Remote

About this role

The Role at a Glance

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 the relationship with firms and/or institutions in your assigned territory of Southern Texas. 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

  • Builds 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.

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