External Wholesaler – Life Insurance

Lincoln Financial

External Wholesaler for Life Insurance developing, directing, and maintaining business plans for sales growth in Texas. Collaborating with direct sales channels and achieving market penetration.

Posted 7/1/2026full-timeRemote • Texas • 🇺🇸 United StatesMid-LevelSenior💰 $190,000 - $480,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in external sales within the financial services industry, focusing on building relationships and developing sales programs to increase revenue and market share. Proficient in analytical skills and effective communication to support sales initiatives and compliance.

Highest-signal resume keywords

External Sales ExperienceFinancial Services IndustrySales Program DevelopmentEffective Communication SkillsAnalytical Skills

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Sales Strategy DevelopmentMarket AnalysisSales ReportingInvestment Document ProcessingCross-Selling Techniques

Soft Skills

Attention to DetailAdaptabilityRelationship BuildingVerbal CommunicationWritten Communication

Certifications & Qualifications

FINRA Series SIEFINRA Series 6FINRA Series 63Life and Health Insurance License

Industry Keywords

Wholesale SalesSales GrowthMarket ShareComplianceProducer Groups

About the role

Key responsibilities & impact

Develop, direct, implement, and maintain a business plan to achieve sales and growth goals for your assigned external wholesale area(s) of responsibility
Build, enhance, and direct the relationship with the direct sales channels (Producer Groups, Point of Sale, & Agency channels) in Texas (territory excludes Houston)
Build, direct, and maintain external wholesale sales programs/plans which result in an increase in sales revenue and market share within the assigned territory
Conduct firm/institution meetings and in-person meetings to achieve sales targets (e.g. due diligence meetings, one-on-one meetings, sponsorship and speaking opportunities)
Develop 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
Develop and maintain a more complex sales program to increase sales revenue and market share within assigned area of responsibility
Maintain sales call data in appropriate systems and/or complete sales reports
Utilize expense budgets to set limits and maximize sales opportunities within their assigned territory
Work 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 and comply with LFDs policies and procedures

Requirements

What you’ll need

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 to determine proper processing of investment documents
Effective verbal and written communication skills
Skill in writing grammatically correct routine business correspondence such as brief transmittal memoranda
Ability to adapt quickly in a changing work environment

Benefits

Comp & perks

Clearly defined career tracks and job levels
Leadership development and virtual training opportunities
PTO/parental leave
Competitive 401K and employee benefits
Free financial counseling, health coaching and employee assistance program
Tuition assistance program
Work arrangements that work for you
Effective productivity/technology tools and training