Retirement Sales Director

🔥 14 hours ago

🦌 Connecticut, New Hampshire, +4 more states – Remote

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

💵 $215k - $480k / year

⏰ Full Time

🔴 Lead

🤑 Sales

👻 Ghost score 0%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Lincoln Financial

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1905

💼 Consulting

⚖️ Legal

💸 Finance

Consulting • Legal • Finance

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, 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

🎯 Requirements

• 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)

🏖️ Benefits

• 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