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Lincoln Financial · 1 day ago

Retirement Plan Sales Director (West/Central)

Denver, CO

Full-time

Hybrid

Mid, Senior Level

$215K/yr - $480K/yr

5+ years exp

Lincoln Financial is a company that helps people to confidently plan for their version of a successful future. As the Retirement Plan Sales Director, you will develop and maintain client relationships to achieve sales growth and retention goals for large clients in the West/Central region.

AdviceFinanceFinancial ServicesInsurance

Responsibilities

Develops, maintains and executes complex client relationship plans to ensure clients’ overall service needs are satisfied and achieve all business/profitability objective

Act 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

Qualification

Sales experienceRelationship managementDefined Contribution plansFINRA S6 certificationFINRA S63 certificationLife & Health licenseAdvanced relationship managementERISA rulesCommunication skillsPresentation skillsCreative problem solvingCollaboration skills

Required

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%