Retirement Sales Consultant

Alternate Locations: Radnor, PA (Pennsylvania)

Work Arrangement:Hybrid/Office

Relocation assistanceis not available for this opportunity.


Requisition #:67305

About The Company

Lincoln Financial Group, a Fortune 250 company with over 10,000 employees, provides advice and solutions that help empower Americans to take charge of their financial lives with confidence. Our core business areas - Life Insurance, Annuities, Retirement Plan Services and Group Protection - focus on supporting, preserving and enhancing over 17 million customer's lifestyles and retirement outcomes.

Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. The company had $238 billion in assets under management as of December 31, 2018.

Ranked one of the Best Large Employers in America by Forbes magazine, Lincoln Financial Group makes a serious investment in our employees' futures through a broad range of wealth accumulation and protection plans, health and wellness programs, and career development resources designed to help each individual reach their personal and professional goals.

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 if you encounter a recruiter or see a job opportunity that seems suspicious.

The Role at a Glance

We are excited to bring on a Retirement Sales Consultant to our Retirement Sales Distribution Division to work in our Radnor PA office. We are in the process of expanding our team, due to recent promotions, and are looking for motivated individuals to help us grow our Stable Value Investment Only (SVIO) and full service Defined Contribution product offerings, here at Lincoln.

As a Retirement Sales Consultant, you will provide detailed information regarding Lincoln Financial Group's retirement solutions for medium and large retirement plans. You 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.

What you'll be doing

  • Acts as a resource on DC and SVIO products, as well as industry related data for external and internal stakeholders
  • Builds and maintains strong business relationships with key sales clients to meet or exceed established sales goals, quotas, targets or objectives
  • Collaborates with internal stakeholders to ensure the proper processing of all sold products from time of sale to issuance
  • Develops and maintains a strong understanding of LFG's products, services and operational structure to enhance ability to identify and target sales growth opportunities
  • Identifies new advisors/consultants and makes proactive calls to prospective plan sponsors and intermediaries to generate RFP's and/or appointments
  • Manages 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.
  • Works 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.

What we're looking for

  • 1+ years' experience in retirement plans or financial services
  • 4 Year/Bachelor's degree or equivalent work experience

  • FINRA S6, will be required within 90 days of hire
  • FINRA S63, will be required within 90 days of hire
  • Life & Health certification, will be required within 120 days of hire
  • Experience specific to Stable Value solutions and product offerings
  • Experience specific to the RFP/Finalist/Implementation process for large market defined contribution offerings

What it's like to work here

At Lincoln Financial Group, 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:
  • A clearly defined career framework to help you successfully manage your career
  • Leadership development and virtual training opportunities
  • PTO
  • Ten Weeks Parental leave
  • Competitive 401K and employee benefits
  • Free financial counseling, health coaching and employee assistance program
  • Tuition assistance program
  • A leadership team that prioritizes your health and well-being; offering a remote work environment
  • Effective productivity/technology tools and training

Work Arrangement:

Hybrid/Office:Employees will work in a Lincoln office generally three days each week and work from home the remainder of the days, following any applicable in-office training period determined by their manager.

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

Lincoln Financial Group ("LFG") 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 (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, veterans status, or genetic information. 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.

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