Retirement Plan Sales Director – MT, Midwest

Job not on LinkedIn

🕒 3 days ago

⛰️ Colorado, Iowa, +5 more states – Remote

⛰️ Colorado – Remote 🌾 Iowa – Remote 🌾 Nebraska – Remote ❄️ Minnesota – Remote 🏰 Missouri – Remote ⛷️ Utah – Remote 🧀 Wisconsin – Remote

💵 $215k - $480k / year

⏰ Full Time

🔴 Lead

🤑 Sales

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Lincoln Financial

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1905

💸 Finance

👥 HR Tech

Finance • HR Tech • Insurance

Lincoln Financial is an organization dedicated to protecting the privacy and security of its job applicants. It actively informs candidates about potential recruitment scams and outlines its robust hiring procedures, making clear that they do not request sensitive personal information during the application process. The company offers a diverse range of career opportunities across various fields including actuarial, finance, legal, and customer service, and is committed to maintaining equal employment opportunities.

📋 Description

• 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 • Conduct needs based discovery with plan sponsors to understand fiduciary objectives, plan design, investments, participant outcomes, and service expectations • Manage a large geographic territory, executing external wholesale sales programs that drive revenue and market share growth • Partner closely with internal stakeholders including operations, product, client service, core market counterparts, and consultant relations teams to support opportunities and ensure seamless onboarding and issuance

🎯 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 • 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