Lincoln Financial · 11 hours ago
Team Lead, Institutional Retirement Sales
United States
Full-time
Remote
Mid, Senior Level
$97K/yr - $250K/yr
7+ years expLincoln Financial is a company focused on helping people plan for their financial futures. The Team Lead, Institutional Retirement Sales will provide leadership to a team of Retirement Sales Consultants, driving sales growth and enhancing customer experience in the Institutional Retirement Distribution sales process.
AdviceFinanceFinancial ServicesInsurance
Responsibilities
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 makes proactive calls to prospective plan sponsors and intermediaries to generate RFP's 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, assists in preparing for finalist presentations, and follows up on unresolved issues to win new business
Provides training and development opportunities, including stretch assignments, for team members and gives honest and open feedback to aid in the development of talent
Directs and evaluates individual/team performance and takes appropriate action to meet and/or exceed performance
Establishes and implements priorities, performance goals and objectives to ensure group results
Directs and oversees assigned internal sales team and complex sales activities which lead to an increase in sales revenue and market share
Directs and monitors sales targets for assigned sales teams and monitors performance on a continual basis
Analyzes benchmarks and performance metrics to track and report complex sales plan progress, effectiveness, return on spend and bottom-line impact
Provides sales subject matter expertise, training and coaching to sales staff to ensure sales goals are achieved
Qualification
Required
7+ years of experience in financial services sales and/or relationship management that aligns with the responsibilities for this position
3+ years of managerial, supervisory and/or demonstrated leadership experience
Strong working knowledge of retirement plan sales process
FINRA S6 and S63 will be required within 90 days of hire
Life & Health certification will be required within 120 days of hire
Confident, comfortable communicator with strong written and verbal communication skills
Demonstrated strong relationship management skills with internal clients (e.g. senior management, peers and colleagues); proven ability to develop creative and collaborative approaches
Finds common ground and can gain collaboration among senior management, colleagues and peers; can influence outcomes without directing or commanding
Preferred
Experience specific to Stable Value solutions and product offerings
Experience specific to the RFP/Finalist/Implementation process for large market DC offers
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
Company
Lincoln Financial
Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$825MKey Investors
Bain Capital
2025-04-09Post Ipo Equity· $825M
1985-04-26IPO
Leadership Team
Ellen Cooper
Chairman, President and Chief Executive Officer
Christopher Neczypor
Chief Financial Officer
Recent News
GlobalFinTechSeries
2025-12-05
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