Retirement Plan Sales Director (MT region)
About The Position
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 doing• 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
Requirements
- 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%
Nice To Haves
- Strong working knowledge of retirement plan ERISA rules and regulations
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
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
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Director
Number of Employees
5,001-10,000 employees
