Team Lead, Institutional Retirement Sales

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Alternate Locations: Work from Home;
Charlotte, NC (North Carolina);
Fort Wayne, IN (Indiana);
Omaha, NE (Nebraska);
Radnor, PA (Pennsylvania)

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 #: 75698

As the Team Lead, Institutional Retirement Sales
, you will provide leadership and direction to ensure group results for a team of Retirement Sales Consultants supporting the Institutional Retirement Distribution (IRD) sales. You will direct and motivate the team by setting priorities and activities to help us grow our full service Defined Contribution and Stable Value Investment Only product offerings which lead to an increase in sales revenue and market share within the Institutional Retirement Plan business.

You and your team will interact with retirement plan consultants, plan sponsors, and internal teams here at Lincoln to put forth the best offering to identify and establish new business opportunities. You will partner with IRD leadership, both Sales and Consultant Relations, to execute key deliverables, initiatives and support strategic decision making.

• Directs the core team responsibilities to improve standards and enhance our internal/external customer experience
• Act as a resource on DC and SVIO products, as well as industry related data for external and internal stakeholders
• Build and maintain strong business relationships with key sales clients to meet or exceed established sales goals, quotas, targets or objectives
• Ensure the proper processing of all sold products from time of sale to issuance
• Develop and maintain a strong understanding of LFG's products, services and operational structure to enhance ability to identify and target sales growth opportunities
• Identify new advisors/consultants and make proactive calls to prospective plan sponsors and intermediaries to generate RFPs and/or appointments
• Manage the sales cycle (including but not limited to generating the proposals, preparing for finalist presentations, and getting answers to unresolved issues/questions) which often lasts 6-12 months
• Work closely with external sales stakeholders to generate requests for proposals, assist in preparing for finalist presentations, and follow up on unresolved issues to win new business
• Provide training and development opportunities, including stretch assignments, for team members and give honest and open feedback to aid in the development of talent
• Direct and evaluate individual/team performance and take appropriate action to meet and/or exceed performance
• Establish priorities, performance goals and objectives to ensure group results
• Direct and oversee assigned internal sales team and complex sales activities which lead to an increase in sales revenue and market share
• Direct and monitor sales targets for assigned sales teams and monitor performance on a continual basis
• Analyze benchmarks and performance metrics to track and report complex sales plan progress, effectiveness, return on spend and bottom-line impact
• Provide…