Retirement Plan Sales Director (MT/Midwest region)

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Date: Jul 11, 2026

Primary Location: Milwaukee, MN, US

Company: Lincoln Financial

Alternate Locations: Work from Home; Denver, CO (Colorado); Des Moines, IA (Iowa); Kansas City, MO (Missouri); Madison, WI (Wisconsin); Milwaukee, WI (Wisconsin); Minneapolis, MN (Minnesota); Omaha, NE (Nebraska); Provo-Orem, UT (Utah); Salt Lake City, UT (Utah); St. Louis, MO (Missouri); US Midwest; US West

Work Arrangement:

Remote : Work at home employee residing outside of a commutable distance to an office location.

Relocation assistance: is not available for this opportunity.

Requisition #: 75312

The Role at a Glance

As an Retirement Sales Director, you will be responsible for driving growth through new retirement plan sponsor acquisition, with a primary focus on mid‑to‑large market plans ($50M+ in assets). In this role, you will develop and execute a territory business plan designed to achieve ambitious sales, AUM, and market share goals across your assigned geography. You will serve as a key external representative, building and expanding relationships with retirement plan consultants, advisors, brokers, and plan sponsors. This is a highly consultative, relationship‑driven sales role that requires deep retirement industry knowledge, disciplined pipeline management, and close collaboration with internal partners to deliver comprehensive retirement solutions and exceptional client outcomes.

What you'll be doing

Drive Growth & New Business Acquisition
• 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 and Deepen Influencer Relationships
• 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
• Position the organization as a preferred retirement provider through consistent engagement, education, and thought leadership

Deliver Consultative Retirement Solutions
• 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
• Clearly articulate value propositions around fiduciary governance, plan outcomes, fee reasonableness, and participant engagement

Territory & Sales Execution Excellence
• Manage a large geographic territory, executing external wholesale sales programs that drive revenue and market share growth
• Conduct in person and virtual meetings such as due diligence sessions, consultant updates, one on one meetings, and industry sponsorships
• Represent the organization at industry conferences, client events, and networking functions
• Maintain accurate pipeline, activity tracking, and forecasting in CRM and sales reporting systems
• Forecast sales activity and revenue with discipline, transparency, and accountability
• Effectively manage expense budgets to maximize territory coverage and sales impact

Collaboration & Operational Discipline
• Partner closely with internal stakeholders including operations, product, client service, core market counterparts, and consultant relations teams to support opportunities and ensure seamless onboarding and issuance
• Ensure sold business is properly processed from point of sale through implementation
• Uphold the highest standards of professionalism, ethics, and compliance, adhering to all policies, procedures, and cultural expectations

What we’re looking for

Must-Have:
• 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%

Nice-to-Have:
• Strong working knowledge of ERISA rules and regulatory requirements governing retirement plans

Application Deadline

Applications for this position will be accepted through July 24th, 2026, subject to earlier closure due to applicant volume

#LI-Remote

What’s it like to work here?

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 $215,000 - $480,000 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.

About The Company

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.

Be Aware of Fraudulent Recruiting Activities

If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.

Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Please contact Lincoln's fraud team at fraudhotline@lfg.com if you encounter a recruiter or see a job opportunity that seems suspicious.

Additional Information

This position may be subject to Lincoln’s Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln’s current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.

Any unsolicited resumes or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial are considered property of Lincoln Financial and are not subject to payment of agency fees.

Lincoln Financial ("Lincoln" or "the Company") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex, age, national origin or disability. Opportunities throughout Lincoln are available to employees and applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling 260-455-2558.

This Employer Participates in E-Verify. See the E-Verify notices.

Este Empleador Participa en E-Verify. Ver el E-Verify avisos.

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