Retirement Plan Sales Director – SE Region

Vaga não está no LinkedIn

🕒 Julho 15

🌲 North Carolina – Remoto

🌲 North Carolina – Remote

💵 $215.000 - $480.000 / ano

⏰ Tempo Integral

🔴 Especialista

🤑 Vendas

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Lincoln Financial

SiteLinkedInTodas as Vagas

10.000+ funcionários

Fundada em 1905

💼 Consultoria

⚖️ Jurídico

💸 Finanças

Consulting • Legal • Finance

A Lincoln Financial é uma organização dedicada a proteger a privacidade e segurança de seus candidatos a emprego. Ela informa ativamente os candidatos sobre possíveis golpes de recrutamento e descreve seus procedimentos de contratação robustos, deixando claro que não solicita informações pessoais sensíveis durante o processo de aplicação. A empresa oferece uma gama diversificada de oportunidades de carreira em vários campos, incluindo atuária, finanças, jurídico e atendimento ao cliente, e está comprometida em manter igualdade de oportunidades de emprego.

Descrição

• 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

🎯 Requisitos

• 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%

🏖️ Benefícios

• 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