Retirement Sales Director- Midwest region

Institutional Retirement Plan Sales Director (MT/Midwest Region)The Role at a Glance 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.What you'll be doingDevelops, maintains and executes complex client relationship plans to ensure clients' overall service needs are satisfied and achieve all business/profitability objectiveAct as a subject matter expert to internal stakeholders by consulting on complex sales strategies to optimize client satisfaction & retentionBuilds, enhances and maintains effective relationships with complex client organizations to ensure a high level of client satisfaction & increase sales revenues & profitabilityIdentifies clients with retention risk and develops and executes complex plans to retain clientsDevelops & maintains complex plans to support retention sales & product breadth growth within existing clientsProfiles territory of complex clients to identify which firms may be interested in LFG offerings & targets executives with whom to build relationshipsServes as a subject matter expert to internal/external stakeholders by leveraging an advanced understanding and expertise of LFG's products, services & operational structureParticipates in financial services &/or insurance industry trade organization meetings seeking opportunities for LFG to participate via sponsorship &/or speaking opportunitiesSupports retention efforts by looking for opportunities to cross sell/partner with appropriate stakeholdersMeets or exceeds all department and/or sales goals/targetsWhat we're looking forMust-haves5+ Years experience in sales and/or relationship management of Defined Contribution plans that directly aligns with the responsibilities for this position4 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 hireConfident, comfortable communicator with strong written and verbal communication skillsDemonstrates ability to communicate knowledgeably and credibly with internal/external senior managementStrong presentation skills with demonstrated ability to influence at all levels of management through clear, informed and logical discussions/presentationsDemonstrates advanced relationship management skills with internal clients (e.g. management, peers and colleagues) and external clients; proven ability to develop creative and collaborative approachesAbility to travel 50%Nice-to-haveStrong working knowledge of retirement plan ERISA rules and regulationsApplication Deadline Applications for this position will be accepted through July 24th, 2026, subject to earlier closure due to applicant volumeWhat'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 attributesLeadership development and virtual training opportunitiesPTO/parental leaveCompetitive 401K and employee benefitsFree financial counseling, health coaching and employee assistance programTuition assistance programWork arrangements that work for youEffective productivity/technology tools and trainingThe 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: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services. With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach. Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice.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.