Retirement Plan Sales Director – SE Region
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Job Description
Retirement Sales Director at Lincoln Financial focused on acquiring new retirement plan sponsors for mid to large market plans. Building and expanding relationships while delivering comprehensive retirement solutions.
Responsibilities:
- Lead new retirement plan sponsor acquisition with a focus on plans with $50M+ in assets
- Develop and execute a territory and prospecting strategy to meet or exceed annual sales and AUM targets
- Identify, qualify, and cultivate prospective plan sponsors through proactive outreach, referrals, networking, and consultant relationships
- Manage the full sales cycle, from initial engagement through finalist presentations, pricing, contract negotiation, and close.
- Build, maintain, and grow strong relationships with retirement plan consultants, advisors, brokers, and other centers of influence impacting mid to large market plan decisions
- Increase territory penetration by strengthening partnerships with influential specialists and consulting firms
- Conduct needs based discovery with plan sponsors to understand fiduciary objectives, plan design, investments, participant outcomes, and service expectations
- Present tailored retirement solutions, including recordkeeping, investments, managed accounts, and financial wellness offerings
- Conduct in person and virtual meetings such as due diligence sessions, consultant updates, one on one meetings, and industry sponsorships
- Maintain accurate pipeline, activity tracking, and forecasting in CRM and sales reporting systems
Requirements:
- Minimum of 5+ years of experience in Defined Contribution retirement plan sales and/or relationship management, with direct alignment to the responsibilities of this role
- Bachelor’s degree required, or equivalent professional experience (4 additional years of relevant experience in lieu of a degree)
- Ability to obtain FINRA Series 6, Series 63, and Life & Health licenses within 120 days of hire
- Confident and effective communicator with strong written and verbal communication skills
- Demonstrated ability to communicate credibly and knowledgeably with senior leaders, both internally and externally
- Strong presentation capabilities with a proven track record of influencing stakeholders at all levels through clear, logical, and well informed discussions
- Advanced relationship management skills, including the ability to partner collaboratively with internal teams and build trusted relationships with external clients
- Willingness and ability to travel up to 50%
Benefits:
- 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
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