Team Lead, Institutional Retirement Sales
Lincoln National, Villanova, Pennsylvania, United States
Alternate Locations:
Work from Home; Charlotte, NC; Fort Wayne, IN; Omaha, NE; Radnor, PA
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 #: 75698
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 February 20th, 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
About The Company Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. 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.
#J-18808-Ljbffr
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 #: 75698
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 February 20th, 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
About The Company Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. 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.
#J-18808-Ljbffr