Team Lead, Institutional Retirement Sales

Job not on LinkedIn

🕒 June 25

🌾 Nebraska, North Carolina, +1 more states – Remote

🌾 Nebraska – Remote 🌲 North Carolina – Remote 🔔 Pennsylvania – Remote

💵 $96.9k - $250k / year

⏰ Full Time

🟠 Senior

🤑 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

• Provide leadership and direction to ensure group results for a team of Retirement Sales Consultants supporting the Institutional Retirement Distribution (IRD) sales • Direct and motivate the team by setting priorities and activities to help grow Defined Contribution and Stable Value Investment Only product offerings • Interact with retirement plan consultants, plan sponsors, and internal teams to identify and establish new business opportunities • Partner with IRD leadership to execute key deliverables and support strategic decision making • Directs the core team responsibilities to improve standards and enhance customer experience • Act as a resource on DC and SVIO products for stakeholders • Build and maintain strong business relationships with key sales clients to exceed sales goals • Ensure proper processing of all sold products from time of sale to issuance • Identify new advisors/consultants and make proactive calls to generate RFP's and/or appointments • Manage the sales cycle which often lasts 6-12 months • Provide training and development opportunities for team members • Establish priorities, performance goals and objectives to ensure group results • Analyze benchmarks and performance metrics to track sales plan progress and effectiveness

🎯 Requirements

• 7+ years of experience in financial services sales and/or relationship management that aligns with the responsibilities for this position • 3+ years of managerial, supervisory and/or demonstrated leadership experience • Strong working knowledge of retirement plan sales process • FINRA S6 and S63 will be required within 90 days of hire • Life & Health certification will be required within 120 days of hire • Confident, comfortable communicator with strong written and verbal communication skills • Demonstrated strong relationship management skills with internal clients (e.g. senior management, peers and colleagues); proven ability to develop creative and collaborative approaches • Finds common ground and can gain collaboration among senior management, colleagues and peers; can influence outcomes without directing or commanding

🏖️ 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