Lincoln Financial is hiring a Retirement Plan Sales Director to achieve profitable sales, growth, and retention goals for large, complex group clients. In this remote role focusing on the Central/Pacific NW region, you will be responsible for developing and executing strategic relationship plans to ensure client satisfaction and business objectives are met.
What You'll Do
- Develop, maintain, and execute complex client relationship plans to satisfy service needs and meet profitability objectives.
- Act as a subject matter expert, consulting on complex sales strategies to optimize client satisfaction and retention.
- Build, enhance, and maintain effective relationships with complex client organizations to increase sales revenues and profitability.
- Identify clients with retention risk and develop complex plans to retain them.
- Develop and maintain plans to support retention sales and product breadth growth within existing clients.
- Profile your territory to identify firms interested in Lincoln Financial offerings and target executives for relationship building.
- Serve as a subject matter expert by leveraging an advanced understanding of Lincoln Financial's products, services, and operational structure.
- Participate in industry trade organization meetings to seek sponsorship or speaking opportunities for Lincoln Financial.
- Support retention efforts by identifying cross-sell opportunities with appropriate stakeholders.
- Meet or exceed all departmental and sales goals and targets.
What We're Looking For
- 5+ years of experience in sales and/or relationship management of Defined Contribution plans.
- A 4-Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of a degree).
- Ability to obtain FINRA S6, S63, Life & Health licenses within 180 days of hire.
- Confident, comfortable communicator with strong written and verbal communication skills.
- Demonstrated ability to communicate knowledgeably and credibly with internal and external senior management.
- Strong presentation skills with the ability to influence at all levels of management through clear and logical discussions.
- Advanced relationship management skills with internal and external clients; proven ability to develop creative and collaborative approaches.
- Ability to travel 50% of the time.
Nice to Have
- Strong working knowledge of retirement plan ERISA rules and regulations.
Benefits & Compensation
- Compensation range: $215,000 - $480,000, with anticipated pay for new hires between the minimum and midpoint.
- Clearly defined career tracks, job levels, and associated behaviors tied to core values.
- Leadership development and virtual training opportunities.
- PTO and parental leave.
- Competitive 401K and employee benefits.
- Free financial counseling, health coaching, and an employee assistance program.
- Tuition assistance program.
- Flexible work arrangements.
- Effective productivity and technology tools and training.
Work Mode
This position is remote. Preferred locations include Denver, CO; Kansas City, MO; Portland, OR; Salt Lake City, UT; Seattle, WA; St. Louis, MO; or Work from Home.
Lincoln is committed to creating an inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
