Team Lead, Institutional Retirement Sales at Lincoln Financial

Team Lead, Institutional Retirement Sales

The role at a glance: As the Team Lead, Institutional Retirement Sales, you will provide leadership and direction to ensure group results for a team of Retirement Sales Consultants supporting the Institutional Retirement Distribution (IRD) sales. You will direct and motivate the team by setting priorities and activities to help us grow our full service Defined Contribution and Stable Value Investment Only product offerings which lead to an increase in sales revenue and market share within the Institutional Retirement Plan business. You and your team 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 IRD leadership, both Sales and Consultant Relations, to execute key deliverables, initiatives and support strategic decision making.

What you'll be doing:

• Directs the core team responsibilities to improve standards and enhance our internal/external customer experience
• Act as a resource on DC and SVIO products, as well as industry related data for external and internal stakeholders
• Build and maintain strong business relationships with key sales clients to meet or exceed established sales goals, quotas, targets or objectives
• Ensure the proper processing of all sold products from time of sale to issuance
• Develop and maintain a strong understanding of LFG's products, services and operational structure to enhance ability to identify and target sales growth opportunities
• Identify new advisors/consultants and makes proactive calls to prospective plan sponsors and intermediaries to generate RFP's and/or appointments
• 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
• 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
• Provides training and development opportunities, including stretch assignments, for team members and gives honest and open feedback to aid in the development of talent
• Directs and evaluates individual/team performance and takes appropriate action to meet and/or exceed performance
• Establishes and implements priorities, performance goals and objectives to ensure group results
• Directs and oversees assigned internal sales team and complex sales activities which lead to an increase in sales revenue and market share
• Directs and monitors sales targets for assigned sales teams and monitors performance on a continual basis
• Analyzes benchmarks and performance metrics to track and report complex sales plan progress, effectiveness, return on spend and bottom-line impact
• Provides sales subject matter expertise, training and coaching to sales staff to ensure sales goals are achieved

What we're looking for:

Must-haves:

• 7+ years of experience in financial services sales and/or relationship management that aligns with the responsibilities for this position
• 3+ years of managerial, supervisory and/or demonstrated leadership experience
• Strong working knowledge of retirement plan sales process
• FINRA S6 and S63 will be required within 90 days of hire
• Life & Health certification will be required within 120 days of hire
• Confident, comfortable communicator with strong written and verbal communication skills
• Demonstrated strong relationship management skills with internal clients (e.g. senior management, peers and colleagues); proven ability to develop creative and collaborative approaches
• Finds common ground and can gain collaboration among senior management, colleagues and peers; can influence outcomes without directing or commanding

Nice-to-haves:

• Experience specific to Stable Value solutions and product offerings
• Experience specific to the RFP/Finalist/Implementation process for large market DC offers

Application Deadline: Applications for this position will be accepted through July 17th, 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

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 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 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.