Retirement Sales Director

🕒 il y a 5 jours

🦌 Connecticut, New Hampshire, +4 états de plus – Distant

🦌 Connecticut – Remote 🗻 New Hampshire – Remote 🏖️ New Jersey – Remote 🗽 New York – Remote 🍂 Massachusetts – Remote 🔔 Pennsylvania – Remote

💵 $215 000 - $480 000 / an

⏰ Temps Plein

🔴 Expert

🤑 Commercial

👻 Score fantôme 0%

Ce que ça veut dire : la probabilité que cette offre reste ouverte sans recrutement actif.Comment le lire : 60 % ou plus, on pense que c'est une offre fantôme. Un score plus bas est moins inquiétant.Comment on la calcule : ancienneté, republications, postes ouverts vs taille de l'équipe, rapidité de clôture, et si le salaire est indiqué.À noter : une estimation à partir de données publiques, pas un jugement sur l'entreprise. De vraies offres peuvent avoir un score élevé, alors prenez-le comme un indice, pas comme un fait.

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Lincoln Financial

Site WebLinkedInTous les Emplois

10 000+ employés

Fondée en 1905

💼 Conseil

⚖️ Juridique

💸 Finance

Consulting • Legal • Finance

Lincoln Financial est une organisation dédiée à la protection de la vie privée et de la sécurité de ses candidats. Elle informe activement les candidats sur les éventuelles arnaques de recrutement et décrit ses procédures de recrutement rigoureuses, tout en précisant qu'elle ne demande pas d'informations personnelles sensibles pendant le processus de candidature. L'entreprise offre un éventail diversifié d'opportunités de carrière dans divers domaines tels que l'actuariat, la finance, le juridique et le service client, et s'engage à maintenir l'égalité des chances en matière d'emploi.

Description

• Lead new retirement plan sponsor acquisition, focusing on plans with $50M+ in assets • Develop and execute territory and prospecting strategies to achieve sales and AUM targets • Identify, qualify, and cultivate prospective plan sponsors through outreach, referrals, networking, and consultant relationships • Manage the full sales cycle from initial engagement through presentations, pricing, contract negotiation, and close • Build and grow relationships with retirement plan consultants, advisors, brokers, and other centers of influence • Position Lincoln Financial as a preferred retirement provider through engagement, education, and thought leadership • Conduct needs-based discovery with plan sponsors • Present tailored retirement solutions including recordkeeping, investments, managed accounts, and financial wellness offerings • Articulate value propositions around fiduciary governance, plan outcomes, fee reasonableness, and participant engagement • Manage a large geographic territory and execute external wholesale sales programs • Conduct in-person and virtual meetings, due diligence sessions, consultant updates, and industry sponsorships • Represent the organization at industry conferences, client events, and networking functions • Maintain pipeline, activity tracking, and forecasting in CRM and sales reporting systems • Forecast sales activity and revenue • Manage expense budgets • Partner with operations, product, client service, core market, and consultant relations teams • Ensure sold business is processed from point of sale through implementation • Uphold professionalism, ethics, compliance, policies, procedures, and cultural expectations

🎯 Exigences

• Minimum of 5+ years of experience in Defined Contribution retirement plan sales and/or relationship management • 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 • Strong written and verbal communication skills • Ability to communicate credibly with senior leaders internally and externally • Strong presentation capabilities and proven stakeholder influence • Advanced relationship management skills • Willingness and ability to travel up to 50% • Strong working knowledge of ERISA rules and regulatory requirements governing retirement plans (nice-to-have)

🏖️ Avantages

• 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 • Flexible work arrangements • Productivity/technology tools and training • Annual Incentive Program eligibility • Long-term incentives • Sales incentives • Standard benefits package