Life Associate Wholesaler – PPLI

Lincoln Financial

. Proactively promote sales of Lincoln Financial Group’s PPLI product to financial professionals through wholesale and point of sale efforts .

Posted 11/10/2026full-timeRemote • United StatesJuniorMid-Level💰 $135,000 - $185,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in promoting and selling PPLI products to financial professionals while building and maintaining strong client relationships. Proficient in developing sales plans and collaborating with stakeholders to optimize sales effectiveness and ensure compliance.

Highest-signal resume keywords

Wholesaling ExperienceSales Plan DevelopmentClient Relationship ManagementFINRA Series 6FINRA Series 63

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills

PPLI Product KnowledgeSales Strategy ExecutionMarket Share GrowthSales Target AchievementSales Support Tools

Soft Skills

Problem-SolvingCritical ThinkingEffective CommunicationAdaptability

Certifications & Qualifications

FINRA SIELife & Health License

Industry Keywords

Financial ServicesSales QuotasComplianceClient EngagementTraining and Education

About the role

Key responsibilities & impact

Proactively promote sales of Lincoln Financial Group’s PPLI product to financial professionals through wholesale and point of sale efforts
Build and maintain business relationships with key sales clients to meet or exceed sales goals, quotas, targets or objectives
Collaborate with internal stakeholders to ensure proper processing of sold products from sale to issuance
Conduct site visits to assigned firms/institutions to achieve sales targets
Cultivate, manage and maintain firm/institution client relationships within assigned territory
Develop and execute plans to select key partners and optimize sales effectiveness
Develop and execute sales plans to increase revenue and market share
Provide presentations, information, education, training and advice on company products and services
Provide sales support tools, sales and marketing ideas on Lincoln products and offerings
Utilize expense budgets to maximize sales opportunities
Collaborate on proposals and distribution of relevant marketing materials
Adhere to LFD’s culture of compliance and comply with policies and procedures

Requirements

What you’ll need

1-3+ years of experience in wholesaling that aligns with the specific responsibilities for this position
FINRA SIE, Series 6, Series 63, and Life & Health required upon hire
Bachelor's degree or equivalent work experience
Must live in territory or posted location
Strong problem-solving and critical thinking skills
Effective verbal and written communication skills
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
Annual Incentive Program eligibility
Long-term incentives
Sales incentives
Standard benefits package