Retirement specialist Jobs in Lakewood, CO

External Wholesaler - Retirement

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) of responsibility. You will build, enhance, and direct the relationship with firms and / or institutions in your assigned territory of the Pacific Northwest. 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

Application Deadline

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