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Fixed Annuity Associate Wholesaler

Lincoln Financial

52d ago

0$80k - $168kDesignGreensboro, NC, USjobspy_indeed
remoteindeed

Job Description

**Date:** Aug 25, 2026 **Primary Location:** Greensboro, NC, US **\#job\-location.job\-location\-inline { display:** inline; } **Company:** Lincoln Financial **Alternate Locations:** Charlotte, NC (North Carolina); Greensboro, NC (North Carolina) **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 \#:** 76527 The Role at a Glance As the Fixed Annuities Associate Wholesaler, you will be responsible for proactively promoting sales of Lincoln Financial Group’s products to financial professionals in Independent and Wires channels through wholesale and point of sale efforts in a territory that will be defined at time of hire. What you'll be doing Builds and maintains strong business relationships with key sales clients to meet or exceed established sales goals, quotas, targets or objectives for assigned area(s) of responsibility Collaborates with internal stakeholders to ensure the proper processing of all sold products from time of sale to issuance Conducts site visits to assigned firms/institutions to achieve sales targets Cultivates, manages, and maintains firm/institution client relationships within assigned territory Develops and executes plans to select appropriate key partners to promote Lincoln's products/services and optimize sales effectiveness Develops and executes sales plans to increase sales revenue and market share within assigned firms/institutions Develops and maintains collaborative relationships with internal stakeholders to achieve sales objectives Meets or exceeds all department and/or sales goals/targets for his/her assigned territory Provides presentations, information, education, training, and advice on company's products and services to assigned firms/institutions Provides sales support tools, sales and marketing ideas on Lincoln's products/offerings to assigned firms/institutions Utilizes expense budgets to set limits and maximize sales opportunities within assigned territory. Collaborates with internal stakeholders on proposals and/or distribution of relevant marketing materials Adhere to LFDs Culture of Compliance. Comply with LFDs policies and procedures What we’re looking for Must\-Haves 1\-3\+ years of experience in wholesaling that aligns with the specific responsibilities for this position. FINRA Series SIE, 6, and 63 License required upon hire Bachelor's degree or equivalent work experience Must live in territory or posted location Strong problem\-solving and critical thinking skills, with the ability to identify the appropriate resources and tools to drive solutions. Effective verbal and written communication skills Ability to adapt quickly in a changing work environment What’s it like to work here? At Lincoln Fina