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External Financial Wholesaler Jobs (NOW HIRING)

Lincoln Financial Group

$190K - $480K/yr

Requisition #: 76540 The Role at a Glance As an External wholesaler for Retirement Plan Services ... At Lincoln Financial, we love what we do. We make meaningful contributions each and every day to ...

Suron A.C.A. Ltd.

$140/hr

External Wholesaler - Mid West- Must Live in Region: Mid West- Compensation- External $140-175k ... Build and deepen relationships with financial advisors across wirehouse and independent broker ...

Suron A.C.A. Ltd.

$140/hr

External Wholesaler - New England Must Live in Region: New England (Massachusetts, Connecticut ... Build and deepen relationships with financial advisors across wirehouse and independent broker ...

Suron A.C.A. Ltd.

$140/hr

External Wholesaler - Great Lakes- Must Live in Region: (MI, IN, OH, Western PA)- Compensation ... Build and deepen relationships with financial advisors across wirehouse and independent broker ...

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How much do external financial wholesaler jobs pay per year?

As of Sep 14, 2026, the average yearly pay for external financial wholesaler in the United States is $78,333.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,000.00 and $96,500.00 per year, depending on experience, location, and employer.

What is an external financial wholesaler?

An External Financial Wholesaler is a sales professional who represents financial products, such as mutual funds, annuities, or insurance, to financial advisors, brokers, and other intermediaries. They typically work outside the office, traveling within a designated region to build relationships, provide product information, and help advisors grow their businesses. External wholesalers act as the link between a financial services firm and the financial professionals who sell their products to end investors.

How does an external financial wholesaler typically collaborate with internal partners such as portfolio managers and marketing teams?

External Financial Wholesalers frequently work in tandem with internal partners, such as portfolio managers and marketing teams, to ensure they have a deep understanding of the financial products they represent. Regular communication with portfolio managers helps them stay updated on product features, strategy changes, and performance data, which they can then convey accurately to clients. Collaboration with marketing teams is essential for accessing up-to-date marketing materials and for strategizing campaigns that align with market trends and client needs. This collaborative approach supports the wholesaler in providing comprehensive, timely information to financial advisors and clients, ultimately driving sales and building strong professional relationships.

What are the key skills and qualifications needed to thrive as an external financial wholesaler, and why are they important?

To thrive as an External Financial Wholesaler, you need a strong understanding of investment products, sales strategies, and financial markets, usually supported by relevant FINRA licenses like Series 6, 7, and 63. Familiarity with CRM systems, portfolio analysis tools, and presentation software is essential for managing client relationships and tracking sales activity. Exceptional interpersonal skills, persuasive communication, and the ability to build rapport are crucial soft skills for success in this client-facing role. These skills are important because they drive sales growth, foster long-term client relationships, and ensure compliance in a highly regulated industry.
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External Financial Wholesaler jobs near you
Infographic showing various External Financial Wholesaler job openings in the United States as of August 2026, with employment types broken down into 85% Full Time, 13% Part Time, and 2% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $78,333 per year, or $37.7 per hour.

External Wholesaler - Retirement

Houston, TX • On-site

Lincoln Financial
Finance and Insurance • 5 - 10K employees
Learn more about Lincoln Financialexternal

Other

Medical, Life, Retirement

Re-posted 24 days ago

Lincoln Financial rating

7.4

Company rating: 7.4 out of 10

Based on 73 frontline employees who took The Breakroom Quiz

Job description

External Wholesaler - Retirement

The Role at a Glance 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 Southern Texas. 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 by optimizing and growing relationships within existing and new firms/institutions. Maintains sales call data in appropriate systems and/or completes 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 and comply with LFD's 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 of the role FINRA SIE, Series 6, Series 63, and Life & Health Bachelor's degree or equivalent work experience Must reside in sales territory 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

About The Company 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.

What Lincoln Financial employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

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About Lincoln Financial

Sourced by ZipRecruiter

Lincoln Financial Group, a Fortune 200 company with over 10,000 employees, provides advice and solutions that help empower Americans to take charge of their financial lives with confidence. Our core business areas - Life Insurance, Annuities, Retirement Plan Services and Group Protection - focus on supporting, preserving and enhancing over 17 million customer's lifestyles and retirement outcomes. Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. The company had $324 billion in end-of-period account values as of June 30, 2021. Ranked one of the Best Large Employers in America and Best Employers for Women by Forbes magazine as well as one of Newsweek's Most Responsible Companies, Lincoln Financial Group makes a serious investment in our employees' futures through a broad range of wealth accumulation and protection plans, health and wellness programs, and career development resources designed to help each individual reach their personal and professional goals.

Industry

Finance and insurance

Company size

5,001 - 10,000 Employees

Headquarters location

Radnor, PA, US

Year founded

1905

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