Retirement Sales Specialist

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Date: Jan 20, 2026

Primary Location: Radnor, PA, US

Company: Lincoln Financial

Alternate Locations: Radnor, PA (Pennsylvania)

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 #: 75664

The Role at a Glance

As the Retirement Sales Specialist, this position will be responsible for presenting and educating advisors and plan sponsors on Lincoln Financial Group's retirement solution for small and medium defined contribution plans in the Northeast and Mid-Atlantic Region. You will support and work closely with wholesalers to strategize and coordinate various aspects of the presale process. You will also be responsible for fostering relationships throughout the enterprise to drive sales growth in identified key markets.

What you'll be doing

In coordination with internal clients, the RPS concierge must develop, direct, implement, and maintain a business plan to achieve sales and growth goals for targeted firms.
Develops, maintains, and executes complex internal and external client relationship plans to ensure overall service needs are satisfied and achieve the business/profitability/retention objectives.
Serves as a primary point of contact to coordinate all resources, marketing materials, and presentation decks for finals meetings.
Present, when necessary, on finals meetings, in person or via conference call, on enrollment support, employee education, implementation process, and client service.
Act as an issue resolution point person and liaison between implementation, sales, and clients during the implementation process and transition to account management.
Coordination and leadership of initial enrollment meetings of winning finalist plans with Project Enrollment Team.
Identifies and resolves complex client concerns in a timely and collaborative manner.
Follow up on any outstanding paperwork or action items to insure IGO status on all new plans in pipeline.
Works with wholesalers to direct and develop business on behalf of the Lincoln Financial Group (LFG) in a manner that supports a positive company image, in compliance with all required rules and regulations, and ethical in all considerations.
Maintains knowledge on current and emerging developments/trends for assigned area(s) of responsibility, assesses the impact, and collaborates with management to incorporate new trends and developments in current and future solutions.
Develops and maintains a strong understanding of LFG's products, services, and operational structure to enhance ability to identify and target sales growth opportunities for your assigned area(s) of responsibility.
Develops business on behalf of the Lincoln Financial Group (LFG) in a manner that supports a positive company image, in compliance with all required rules and regulations and ethical in all considerations.
Builds and maintains strong business relationships with key sales clients to meet or exceed established sales goals, quotas, targets or objectives for your assigned area(s) of responsibility.
Identifies and recommends to management process improvements that reduce workloads or improve quality for your assigned area(s) of responsibility.
Collaborates with internal stakeholders to ensure the proper processing of all sold products from time of sale to issuance.
Serves as a resource to internal and external stakeholders for your assigned area(s) of responsibility.
Works with and supports wholesalers to meet sales objectives and goals for your area(s) of responsibility.
Builds, enhances, and maintains effective relationships with more complex client organizations to ensure a high level of client satisfaction, retention, sales revenue increase, and profitability.
Adheres to LFD’s Culture of Compliance. Complies with LFD’s policies and procedures.

What we’re looking for

1-3+ years of experience in the financial services industry that directly aligns with the specific responsibilities of this role
Bachelor's degree or 4+ years of comparable work experience
FINRA SIE, Series 6, Series 63, and Life & Health designation required
Ability to read, analyze, and interpret both internal and external documents such as general media/publications, professional journals, technical procedures, governmental regulations, policies, proposals, and standard operating procedures
Attention to detail and ability to evaluate trends in data or information
Ability to write correspondence, policies, and proposals to various targeted audiences
Critical thinker with an ability to analyze information and evaluate the implications of a course of action or strategy
Ability to build relationships with internal and external stakeholders across all levels
Ability to influence outcomes without directing or commanding
Demonstrated ability to influence at all levels of management through clear, informed, and logical discussions and/or presentations
Must be self-motivated with an independent work ethic
Ability to effectively manage and prioritize time while multitasking
Ability to work collaboratively in a team environment
Computer Skills: Microsoft Office Suite (including Word, Excel, PowerPoint, Outlook)

Application Deadline

Applications for this position will be accepted through March, 14, 2026, subject to earlier closure due to applicant volume.

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 $75,000 - $275,000 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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