External Wholesaler - Annuities

**Date:** May 28, 2026 **Primary Location:** Indianapolis, IN, US **Company:** Lincoln Financial **Alternate Locations:** Indianapolis, IN (Indiana); Louisville, KY (Kentucky) **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 \#:** 76135 **The Role at a Glance** As an Annuities External Wholesaler, you will be responsible for proactively promoting sales of Lincoln Financial Group’s products to financial advisors within the Banks \& Edward Jones channels through wholesale and point of sale efforts for the assigned territory in Indiana and Kentucky. **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 of external sales experience in the financial services industry that directly aligns with the specific responsibilities preferred * FINRA Series 6 license, FINRA SIE, FINRA Series 63 License (if required by State), and Resident State Life \& Health \- Upon Hire * Bachelor's degree or equivalent work experience * Must reside in territory upon hire * Analytical skills and close attention to detail is necessary to determine proper processing of investment documents * Effective verbal and written communication skills * Reading skills to interpret documents in standard English text such as policies, proposals, applications, and procedures * Ability to adapt quickly in a changing work environment * Abi