Retirement Sales Director- Northeast

Lincoln Financial; Radnor (Delaware County); On-site; USD 215,000 - 480,000; Full time

Benefits offered by this job

PTO/parental leave

401K and benefits

Financial counseling

Job summary

Lincoln Financial is seeking a Retirement Sales Director to drive growth by acquiring mid-to-large market sponsors ($50M+ in assets). You will build territory plans, manage the full sales cycle, and partner with consultants, brokers, and plan sponsors to deliver retirement solutions and exceptional client outcomes.

Ideal candidates bring 5+ years in defined contribution sales, a Bachelor's degree or equivalent, and the ability to obtain FINRA Series 6/63 and Life & Health licenses within 120

Qualifications

• 5+ years in Defined Contribution retirement plan sales or relationship management
• Strong written and verbal communication skills
• Ability to interact credibly with senior leaders and manage complex relationships

Responsibilities

• Lead new retirement plan sponsor acquisition targeting $50M+ assets
• Develop and execute territory and prospecting strategies to meet sales and AUM goals
• Identify, qualify, and cultivate prospective plan sponsors via outreach, referrals, and consultants
• Manage full sales cycle from engagement to pricing, contract negotiation, and close
• Build and deepen influencer relationships with retirement plan consultants, advisors, and brokers
• Present tailored retirement solutions including recordkeeping, investments, and wellness offerings
• Maintain CRM pipeline, activity tracking, and forecasting; travel as needed

Skills

Retirement plan sales

FINRA Series 6/63

Life & Health licenses

Communication skills

Travel up to 50%

Education

Bachelor's degree or equivalent

Job description

Alternate Locations: Work from Home; Boston, MA (Massachusetts); Buffalo, NY (New York); Concord, NH (New Hampshire); Dover, NH (New Hampshire); Edison, NJ (New Jersey); Hartford, CT (Connecticut); New York, NY (New York); Paramus, NJ (New Jersey); Parsippany, NJ (New Jersey); Philadelphia, PA (Pennsylvania); Pittsburgh, PA (Pennsylvania); Radnor, PA (Pennsylvania); Rochester, NY (New York); US Northeast; Windsor, CT (Connecticut)

Work Arrangement

Remote : Work at home employee residing outside of a commutable distance to an office location.

Relocation assistance

is not available for this opportunity.

Requisition #

76606

The Role at a Glance

As Retirement Sales Director, you will be responsible for driving growth through new retirement plan sponsor acquisition, with a primary focus on mid to large market plans ($50M+ in assets). In this role, you will develop and execute a territory business plan designed to achieve ambitious sales, AUM, and market share goals across your assigned geography. You will serve as a key external representative, building and expanding relationships with retirement plan consultants, advisors, brokers, and plan sponsors. This is a highly consultative, relationship driven sales role that requires deep retirement industry knowledge, disciplined pipeline management, and close collaboration with internal partners to deliver comprehensive retirement solutions and exceptional client outcomes.

What You'll Be Doing

Drive Growth & New Business Acquisition

• 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 and Deepen Influencer Relationships

• Build, maintain, and grow strong relationships with retirement plan consultants, advisors, brokers, and other centers of influence impacting mid to large market plan decisions
• Increase territory penetration by strengthening partnerships with influential specialists and consulting firms
• Position the organization as a preferred retirement provider through consistent engagement, education, and thought leadership

Deliver Consultative Retirement Solutions

• Conduct needs based discovery with plan sponsors to understand fiduciary objectives, plan design, investments, participant outcomes, and service expectations
• Present tailored retirement solutions, including recordkeeping, investments, managed accounts, and financial wellness offerings
• Clearly articulate value propositions around fiduciary governance, plan outcomes, fee reasonableness, and participant engagement

Territory & Sales Execution Excellence

• Manage a large geographic territory, executing external wholesale sales programs that drive revenue and market share growth
• Conduct in person and virtual meetings such as due diligence sessions, consultant updates, one on one meetings, and industry sponsorships
• Represent the organization at industry conferences, client events, and networking functions
• Maintain accurate pipeline, activity tracking, and forecasting in CRM and sales reporting systems
• Forecast sales activity and revenue with discipline, transparency, and accountability
• Effectively manage expense budgets to maximize territory coverage and sales impact

Collaboration & Operational Discipline

• 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
• Ensure sold business is properly processed from point of sale through implementation
• Uphold the highest standards of professionalism, ethics, and compliance, adhering to all policies, procedures, and cultural expectations

What We're Looking For

Must-Haves:

• 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%

Nice-to-Have:

• Strong working knowledge of ERISA rules and regulatory requirements governing retirement plans

Application Deadline

Applications for this position will be accepted through October 9th, 2026, subject to earlier closure due to applicant volume

What's it like to work here?

At Lincoln Financial, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.

What's in it for you:

• 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

The pay range for this position is $215,000 - $480,000 with anticipated pay for new hires between the minimum and midpoint of the range and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln's total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package.

About The Company

Lincoln Financial (NYSE: L