Retirement Sales Director

This is a fully remote position, open to applicants in Connecticut, +5 more states.

📋 Description

• Lead the acquisition of new retirement plan sponsors, targeting plans with assets exceeding $50M.

• Develop and implement strategies for territory and prospecting to meet sales and AUM objectives.

• Identify, qualify, and nurture potential plan sponsors through outreach, referrals, networking, and consultant partnerships.

• Manage the entire sales process from initial contact to presentations, pricing discussions, contract negotiations, and closing.

• Build and enhance relationships with retirement plan consultants, advisors, brokers, and other influential entities.

• Position Lincoln Financial as the preferred provider of retirement solutions through engagement, education, and thought leadership initiatives.

• Conduct needs-based discovery sessions with plan sponsors.

• Present customized retirement solutions, including recordkeeping, investment options, managed accounts, and financial wellness services.

• Clearly communicate value propositions regarding fiduciary governance, plan outcomes, fee appropriateness, and participant engagement.

• Oversee a large geographic area and implement external wholesale sales initiatives.

• Conduct both in-person and virtual meetings, due diligence sessions, consultant updates, and sponsor industry events.

• Represent the organization at industry conferences, client gatherings, and networking events.

• Maintain an organized pipeline, tracking activities, and forecasting within CRM and sales reporting systems.

• Forecast sales activities and projected revenue.

• Manage expense budgets effectively.

• Collaborate with operations, product development, client service, core market, and consultant relations teams.

• Ensure that sold business transitions smoothly from the point of sale to implementation.

• Adhere to professionalism, ethical standards, compliance, policies, procedures, and cultural expectations.

⛳️ Requirements

• A 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 can substitute for a degree).

• Must be able to obtain FINRA Series 6, Series 63, and Life & Health licenses within 120 days of hire.

• Excellent written and verbal communication skills.

• Capability to communicate effectively with senior leaders both internally and externally.

• Strong presentation skills and a proven ability to influence stakeholders.

• Advanced relationship management capabilities.

• Willingness and ability to travel up to 50% of the time.

• Strong working knowledge of ERISA rules and regulatory requirements pertaining to retirement plans (preferred).

🏝️ Benefits

• Leadership development and virtual training opportunities.

• PTO and parental leave benefits.

• Competitive 401K plans and employee benefits.

• Complimentary financial counseling, health coaching, and employee assistance programs.

• Tuition assistance program available.

• Flexible work arrangements offered.

• Access to productivity and technology tools and training.

• Eligibility for the Annual Incentive Program.

• Long-term incentive opportunities available.

• Sales incentives provided.

• Comprehensive standard benefits package.