Senior Retirement Plan Sales Director

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

Benefits offered by this job

Career development programs

Virtual training opportunities

Free financial counseling

Tuition assistance

Job summary

Lincoln Financial Group seeks a Retirement Sales Director to drive growth by acquiring mid to large market retirement plan sponsors ($50M+ assets) and expanding relationships with consultants, advisors, brokers, and sponsors. You will develop territory plans, manage the full sales cycle, and collaborate with internal teams to deliver comprehensive retirement solutions.

Responsibilities include building influencer relationships, delivering tailored retirement solutions, and executing territory

Qualifications

• 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.
• Confident and effective communicator with strong written and verbal communication skills.
• Demonstrated ability to communicate credibly with senior leaders, both internally and externally.
• Strong presentation capabilities with a proven track record of influencing stakeholders at all levels.
• Advanced relationship management skills, including the ability to partner with internal teams and external clients.
• Willingness and ability to travel up to 50%.

Responsibilities

• 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 and consultant relationships.
• Manage the full sales cycle, from initial engagement through finalist presentations, pricing, contract negotiation, and close.
• Build, maintain, and grow relationships with retirement plan consultants, advisors, brokers, and other centers of influence.
• Increase territory penetration by strengthening partnerships with influential specialists and consulting firms.
• Present tailored retirement solutions including recordkeeping, investments, managed accounts, and financial wellness offerings.
• Faultlessly articulate fiduciary governance, plan outcomes, fee reasonableness, and participant engagement.
• 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.
• Partner with internal stakeholders to support opportunities and ensure seamless onboarding and issuance.

Skills

Communication skills

Presentation capabilities

Relationship management

Travel willingness

Senior stakeholder communication

Education

Bachelor’s degree or equivalent experience

Job description

Lincoln Financial Group seeks a Retirement Sales Director to drive growth by acquiring mid to large market retirement plan sponsors ($50M+ assets) and expanding relationships with consultants, advisors, brokers, and sponsors. You will develop territory plans, manage the full sales cycle, and collaborate with internal teams to deliver comprehensive retirement solutions.

Responsibilities include building influencer relationships, delivering tailored retirement solutions, and executing territory