Retirement Plan Sales Director; SE Region

Retirement Plan Sales Director (SE Region)

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
• Build and Deepen Influencer Relationships
• Deliver Consultative Retirement Solutions
• Territory & Sales Execution Excellence
• Collaboration & Operational Discipline

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

About The Company Lincoln Financial 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.