[Hiring] Institutional Retirement Plan Sales Director @Lincoln Financial

Role Description

As the Retirement Plan Sales Director, you will develop, implement and maintain a complex relationship management business plan to achieve profitable sales, growth, and retention goals for large/complex targeted group clients in the Mountain region.

• Develops, maintains and executes complex client relationship plans to ensure clients’ overall service needs are satisfied and achieve all business/profitability objectives.
• Acts as a subject matter expert to internal stakeholders by consulting on complex sales strategies to optimize client satisfaction & retention.
• Builds, enhances and maintains effective relationships with complex client organizations to ensure a high level of client satisfaction & increase sales revenues & profitability.
• Identifies clients with retention risk and develops and executes complex plans to retain clients.
• Develops & maintains complex plans to support retention sales & product breadth growth within existing clients.
• Profiles territory of complex clients to identify which firms may be interested in LFG offerings & targets executives with whom to build relationships.
• Serves as a subject matter expert to internal/external stakeholders by leveraging an advanced understanding and expertise of LFG's products, services & operational structure.
• Participates in financial services &/or insurance industry trade organization meetings seeking opportunities for LFG to participate via sponsorship &/or speaking opportunities.
• Supports retention efforts by looking for opportunities to cross sell/partner with appropriate stakeholders.
• Meets or exceeds all department and/or sales goals/targets.

Qualifications

• 5+ Years experience in sales and/or relationship management of Defined Contribution plans that directly aligns with the responsibilities for this position.
• 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's).
• FINRA S6, S63, Life & Health within 180 days of hire.
• Confident, comfortable communicator with strong written and verbal communication skills.
• Demonstrates ability to communicate knowledgeably and credibly with internal/external senior management.
• Strong presentation skills with demonstrated ability to influence at all levels of management through clear, informed and logical discussions/presentations.
• Demonstrates advanced relationship management skills with internal clients (e.g. management, peers and colleagues) and external clients; proven ability to develop creative and collaborative approaches.
• Ability to travel 50%.

Requirements

• Strong working knowledge of retirement plan ERISA rules and regulations (Nice-to-have).

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.