External Wholesaler - Life Insurance

**Date:** Jun 30, 2026 **Primary Location:** Dallas, TX, US **\#job\-location.job\-location\-inline { display:** inline; } **Company:** Lincoln Financial **Alternate Locations:** Dallas, TX (Texas); Austin, TX (Texas); San Antonio, TX (Texas); San Antonio, TX (Texas) **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 \#:** 76249 The Role at a Glance As an External Wholesaler for Life Insurance 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 the direct sales channels (Producer Groups, Point of Sale, \& Agency channels) in Texas (territory excludes Houston). 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. 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/or value proposition(s) and is known by them. Develops and maintains a more complex sales program to increase sales revenue and market share within assigned area of responsibility. Increases penetration in territory of by optimizing and growing relationships within existing more complex firms/institutions. Maintains sales call data in appropriate systems and/or complete sales reports. Meets or exceeds all department and/or sales goals/targets for their assigned territory. Utilizes expense budgets to set limits and maximize sales opportunities within their assigned territory. Works effectively to support growth in all segments of Lincoln's products/service offerings to maximize and capitalize on the opportunities to cross sell and penetrate assigned firms/institutions. Adhere to LFDs Culture of Compliance. Comply with LFDs policies and procedures What we’re looking for Must\-Haves 3\-5 years’ external sales experience in the financial services industry that directly aligns with the specific responsibilities preferred FINRA Series SIE, 6, 63, L\&H Bachelor's degree or equivalent work experience Analytical skills and close attention to detail is necessary