Life Associate Wholesaler – PPLI

This is a fully remote position, open to applicants in Connecticut, +2 more states.

📋 Description

• Actively drive the promotion of Lincoln Financial Group’s PPLI product to financial professionals through wholesale and point-of-sale strategies.

• Establish and nurture business relationships with key sales clients to achieve or surpass sales goals, quotas, targets, or objectives.

• Collaborate with internal teams to ensure the effective processing of sold products from the point of sale to issuance.

• Conduct site visits to designated firms/institutions to meet sales targets.

• Cultivate, manage, and sustain firm/institution client relationships within the assigned territory.

• Formulate and implement strategies to identify key partners and enhance sales effectiveness.

• Create and execute sales plans aimed at boosting revenue and increasing market share.

• Deliver presentations, information, education, training, and guidance on company products and services.

• Provide sales support tools and innovative marketing ideas regarding Lincoln products and offerings.

• Leverage expense budgets to optimize sales opportunities.

• Collaborate on proposals and distribute relevant marketing materials.

• Uphold LFD’s culture of compliance and adhere to established policies and procedures.

⛳️ Requirements

• 1-3+ years of experience in wholesaling that corresponds with the specific responsibilities of this role.

• FINRA SIE, Series 6, Series 63, and Life & Health licenses required upon hiring.

• Bachelor’s degree or equivalent professional experience.

• Must reside in the territory or posted location.

• Strong problem-solving and critical thinking abilities.

• Excellent verbal and written communication skills.

• Ability to swiftly adapt in a dynamic work environment.

🏝️ Benefits

• Clearly defined career paths and job levels.

• Opportunities for leadership development and virtual training.

• Paid time off and parental leave.

• Competitive 401K plan and comprehensive employee benefits.

• Complimentary financial counseling, health coaching, and employee assistance program.

• Tuition assistance program.

• Flexible work arrangements that suit your needs.

• Effective productivity tools and training.

• Eligibility for the Annual Incentive Program.

• Long-term incentives.

• Sales incentives.

• Standard benefits package.