Sr. Retirement Sales Consultant

Sr. Retirement Sales Consultant

We are excited to bring on a Sr Retirement Sales Consultant to our Retirement Sales Distribution Division. We are looking for motivated individuals to help us grow our full service Defined Contribution and Stable Value Investment Only (SVIO) product offerings. In this role, you will provide detailed information regarding Lincoln Financial Group's retirement solutions for medium and large retirement plans. You 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 Institutional Retirement Distribution (IRD) leadership (both Sales & Consultant Relations) to execute key deliverables, initiatives and support strategic decision making.

You will take ownership of core team responsibilities to improve standards and enhance our internal / external customer experience You will support IRD leadership by taking on additional responsibilities to support team objectives and RPS goals You will act as a resource on DC and SVIO products, as well as industry related data for external and internal stakeholders You will build and maintain strong business relationships with key sales clients to meet or exceed established sales goals, quotas, targets or objectives You will collaborate with internal stakeholders to ensure the proper processing of all sold products from time of sale to issuance You will develop and maintain a strong understanding of LFG's products, services and operational structure to enhance ability to identify and target sales growth opportunities You will identify new advisors / consultants and makes proactive calls to prospective plan sponsors and intermediaries to generate RFP's and / or appointments You will 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 You will 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

Must-haves : 1+ years' experience in retirement plans or financial services 4 Year / Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) FINRA S6 and S63 will be required within 90 days of hire Life & Health certification will be required within 120 days of hire Nice-to-haves : Experience specific to Stable Value solutions and product offerings Experience specific to the RFP / Finalist / Implementation process for large market defined contribution offerings

Applications for this position will be accepted through November 7th, 2025, subject to earlier closure due to applicant volume

At Lincoln Financial, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.

What's in it for you :

• 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

The pay range for this position is $80,000 - $120,000 with anticipated pay for new hires between the minimum and midpoint of the range and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln's total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package.

Lincoln Financial (NYSE : LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services.

With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach.

Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and / or insurance agents do not provide tax, accounting or legal advice.

Lincoln is committed to creating an inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.