Retirement Plan Sales Director – SE Region

Lincoln Financial

Retirement Sales Director at Lincoln Financial focused on acquiring new retirement plan sponsors for mid to large market plans. Building and expanding relationships while delivering comprehensive retirement solutions.

Posted 7/15/2026full-timeRemote • North Carolina • 🇺🇸 United StatesLead💰 $215,000 - $480,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in Defined Contribution retirement plan sales, relationship management, and strategic territory development. Proven ability to communicate effectively with stakeholders and present tailored retirement solutions that meet fiduciary objectives.

Highest-signal resume keywords

Defined Contribution Retirement Plan SalesRelationship ManagementSales Cycle ManagementPresentation SkillsFINRA Series 6 and Series 63 Licenses

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Sales Strategy DevelopmentProspectingContract NegotiationPipeline ManagementFinancial Wellness Solutions

Soft Skills

Effective CommunicationInfluencing StakeholdersCollaborative PartnershipStrong Presentation CapabilitiesClient Relationship Building

Tools & Technologies

CRM SystemsSales Reporting Systems

Certifications & Qualifications

FINRA Series 6 LicenseFINRA Series 63 LicenseLife & Health Licenses

Industry Keywords

Retirement Plan ConsultantFiduciary ObjectivesPlan DesignParticipant OutcomesConsultant Relationships

About the role

Key responsibilities & impact

Lead new retirement plan sponsor acquisition with a focus on plans with $50M+ in assets
Develop and execute a territory and prospecting strategy to meet or exceed annual sales and AUM targets
Identify, qualify, and cultivate prospective plan sponsors through proactive outreach, referrals, networking, and consultant relationships
Manage the full sales cycle, from initial engagement through finalist presentations, pricing, contract negotiation, and close.
Build, maintain, and grow strong relationships with retirement plan consultants, advisors, brokers, and other centers of influence impacting mid to large market plan decisions
Increase territory penetration by strengthening partnerships with influential specialists and consulting firms
Conduct needs based discovery with plan sponsors to understand fiduciary objectives, plan design, investments, participant outcomes, and service expectations
Present tailored retirement solutions, including recordkeeping, investments, managed accounts, and financial wellness offerings
Conduct in person and virtual meetings such as due diligence sessions, consultant updates, one on one meetings, and industry sponsorships
Maintain accurate pipeline, activity tracking, and forecasting in CRM and sales reporting systems

Requirements

What you’ll need

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%

Benefits

Comp & perks

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