Lincoln Financial
Retirement Sales Specialist
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. 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. 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
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. 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. 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