Job Details

Fraud Awareness

Be aware of fraudulent recruiting activities. Lincoln values the privacy and security of every applicant and urges applicants to protect sensitive personal information from scams targeting job seekers. Scams can include fake applications, bogus interviews and falsified offer letters. Lincoln will not ask applicants for Social Security numbers, date of birth, bank account information or other sensitive data in job applications. Recruiters do not communicate via free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews in video chat rooms. Lincoln will never ask for payment during the hiring process or extend an offer without a phone, live video or in-person interview. Contact Lincoln's fraud team at ...@lfg.com if you encounter a recruiter or see a suspicious job opportunity.

Alternate Locations: San Francisco, CA; Sacramento, CA

Work Arrangement: Remote – Work at home employee residing outside of a commutable distance to an office location.

Relocation assistance: not available for this opportunity.

Requisition #: 75191

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). You will build, enhance, and direct the relationship with firms and/or institutions in your assigned territory of Northern California. 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 breadth and growth.
• Collaborates with internal stakeholders to ensure proper processing of all sold products from time of sale to issuance.
• Conducts firm/institution meetings and in-person meetings to achieve sales targets (e.g., due diligence meetings, one-on-one meetings, sponsorship and speaking opportunities).
• Develops a comprehensive understanding of existing/targeted firms/institutions including targeted market segments, how they operate, and value proposition(s).
• Develops and maintains a more complex sales program to increase sales revenue and market share within the assigned area.
• Increases penetration in the territory by optimizing and growing relationships within existing more complex firms/institutions.
• Maintains sales call data in appropriate systems and/or completes sales reports.
• Meets or exceeds all department and/or sales goals/targets for the assigned territory.
• Uses expense budgets to set limits and maximize sales opportunities within the territory.
• Supports growth in all Lincoln product/service offerings to maximize cross-sell opportunities within assigned firms/institutions.
• Adheres to LFDs Culture of Compliance and complies with LFDs policies and procedures.

What we're looking for

Must-Haves

• 3-5 years' external sales experience in the financial services industry aligned with the responsibilities
• FINRA Series SIE, 6, 63, L&H
• Bachelor's degree or equivalent work experience
• 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
• Must reside in territory

Application Deadline

Applications for this position will be accepted through November 30, 2025, subject to earlier closure due to applicant volume.

What's it like to work here?

At Lincoln Financial, we love what we do. We contribute meaningfully to empower customers to take charge of their lives, working alongside dedicated colleagues, and building fulfilling careers and stronger communities. Lincoln values unique perspectives and contributions and invests in programs that help employees shape their own future.

What's in it for you

Clearly defined career tracks and job levels with associated behaviors for Lincoln's core values and leadership attributes. Leadership development and virtual training opportunities. Free financial counseling, health coaching and employee assistance program. Tuition assistance. Work arrangements that suit you. Effective productivity and technology tools and training.

Pay

The pay range for this position is $190,000 - $480,000 with anticipated pay for new hires between the minimum and midpoint of the range. Pay may vary above or below the range as permitted by applicable law and is based on non-discriminatory factors such as experience, education, location, licensure requirements, proficiency and qualifications. The base pay is one component of Lincoln's total rewards package. The role may be eligible for the Annual Incentive Program and other rewards may include long-term incentives and Lincoln's standard benefits package.

About The Company

Lincoln Financial (NYSE: LNC) helps people plan for a secure future with products including annuities, life insurance, group protection, and retirement plan services. Lincoln Financial Distributors is the wholesale distribution organization. Lincoln Financial and its affiliates do not provide tax, accounting or legal advice.

Lincoln is committed to an inclusive environment and is an equal opportunity employer. All qualified applicants will receive consideration without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

Additional Information

This position may be subject to Lincoln's Political Contribution Policy. An offer may be contingent upon disclosure of political contributions. Unsolicited resumes or candidate profiles submitted through the website or to personal email accounts are considered property of Lincoln and not subject to agency fees. Lincoln participates in E-Verify. See E-Verify notices. For accessibility support, contact 260-###-####.

Nearest Major Market: San Francisco

Nearest Secondary Market: Oakland