Internal Wholesale Manager - Annuities

Internal Wholesale Manager - Annuities

As the Annuity Internal Wholesale Manager, you will manage and motivate your assigned sales team and internal sales activities which lead to an increase in sales revenue and market share within the assigned area of responsibility. You will manage a team and processes for your assigned area of responsibility.

What you'll be doing:

• Achieving or exceeding assigned internal sales teams sales/profitability targets
• Analyzing benchmarks and performance metrics to track sales plan progress, effectiveness, return on spend, and bottom-line impact
• Managing and monitoring sales targets for assigned sales teams and monitoring individual sales team member performance on a continual basis
• Managing and overseeing assigned internal sales team and sales activities which lead to an increase in sales revenue and market share within assigned area of responsibility
• Providing mentorship, training, and coaching to sales staff to ensure sales goals are achieved
• Ensuring that top talent is hired and retained for his/her assigned areas of responsibility
• Developing and overseeing the execution of the inside sales plan to continuously build sales volume and profitability
• Developing and maintaining collaborative relationships with internal/external stakeholders to achieve sales objectives
• Ensuring information is collected and entered accurately and timely from customer contact necessary to create sales proposals
• Identifying and resolving any potential conflicts regarding Lincoln's products/services
• Monitoring inbound/outbound communications to ensure quality and adherence to regulatory standards
• Managing and overseeing expenses for his/her assigned areas of responsibility

What we're looking for:

• 5+ years of experience in Financial Services sales, marketing, and/or relationship management that directly aligns with the specific responsibilities for this position
• 2+ years of managerial, supervisory, and/or demonstrated leadership experience
• Proven ability to build and maintain strong relationships with internal stakeholders through a collaborative and client-focused approach
• Experience in effectively balancing team workloads to support operational efficiency and performance
• Demonstrated success in hiring, retaining, and developing talent, with a focus on fostering technical expertise and leadership growth through real-time feedback
• Exceptional organizational skills, with a strong ability to prioritize tasks, manage multiple projects, and maintain attention to detail in a fast-paced environment
• Advanced project management capabilities, including the ability to coordinate concurrent initiatives, meet tight deadlines, and perform under pressure
• Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
• FINRA Series 26 required within 90 days of hire

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

What's it like to work here?

At Lincoln Financial, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.

What's in it for you:

• Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes
• 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

The pay range for this position is $69,000 - $124,600 with anticipated pay for new hires between the minimum and midpoint of the range and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln's total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package.

Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services.

With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach.

Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice.

Lincoln is committed to creating an inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.