Internal Wholesaler - Retirement
reputed company 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.
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 reputed company sold products from time of sale to issuance
- Collecting required reputed company 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 reputed company sales growth opportunities
- Developing and maintaining collaborative relationships with internal/external stakeholders to reputed company sales objectives
- Developing business on behalf of the reputed company Group (LFG) in a manner that supports a positive company image, in compliance with reputed company required rules and regulations and ethical in reputed company considerations
- Entering collected information into appropriate systems that identifies which products may be offered to customers based upon more reputed company 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 reputed company and emerging developments/trends for assigned area(s) of responsibility, assessing the impact, and collaborating with management to incorporate new trends and developments in reputed company and future solutions
- May compile documents for forwarding to appropriate stakeholders for reputed company or processing
- Meeting or exceeding reputed company 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 reputed company assigned territory
- Receiving more reputed company 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 reputed company state and federal regulations and guidelines, complying with reputed company company and site policies and procedures
- Performing other duties as required
Skills
- 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
- reputed company State Life & Health -Upon Hire
- Ability to reputed company 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, reputed company 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 reputed company Office Suite (Word, reputed company, PowerPoint, Outlook)
- Successfully completes regulatory and job training requirements
Benefits
- Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes
- Leadership development and virtual training opportunities
- PTO/parental leave
- Competitive 401K and employee benefits
- Free financial counseling, health coaching and employee assistance program
- Tuition assistance program
- Work arrangements that work for you
- Effective productivity/technology tools and training
Company Overview